The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACM RESH INC COM CL A 00108J109 20,278 198,376 SH   SOLE   198,376 0 0
ADVANCED MICRO DEVICES INC COM 007903107 19,344 205,943 SH   SOLE   205,943 0 0
AMAZON COM INC COM 023135106 24,425 7,100 SH   SOLE   7,100 0 0
ATLASSIAN CORP PLC CL A G06242104 25,106 97,741 SH   SOLE   97,741 0 0
CARVANA CO CL A 146869102 10,096 33,452 SH   SOLE   33,452 0 0
CREE INC COM 225447101 5,416 55,300 SH   SOLE   55,300 0 0
DECKERS OUTDOOR CORP COM 243537107 20,979 54,622 SH   SOLE   54,622 0 0
DOXIMITY INC CL A 26622P107 4,016 69,000 SH   SOLE   69,000 0 0
FACEBOOK INC CL A 30303M102 22,705 65,300 SH   SOLE   65,300 0 0
FARFETCH LTD ORD SH CL A 30744W107 26,546 527,118 SH   SOLE   527,118 0 0
GLOBAL E ONLINE LTD SHS M5216V106 2,418 42,353 SH   SOLE   42,353 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 20,223 382,933 SH   SOLE   382,933 0 0
LI AUTO INC SPONSORED ADS 50202M102 5,150 147,386 SH   SOLE   147,386 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 6,298 71,900 SH   SOLE   71,900 0 0
SERVICENOW INC COM 81762P102 8,518 15,500 SH   SOLE   15,500 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 14,398 857,039 SH   SOLE   857,039 0 0
TWILIO INC CL A 90138F102 25,128 63,750 SH   SOLE   63,750 0 0
UBER TECHNOLOGIES INC COM 90353T100 21,341 425,800 SH   SOLE   425,800 0 0
VARONIS SYS INC COM 922280102 14,935 259,195 SH   SOLE   259,195 0 0