The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ABBOTT LABS | COM | 002824100 | 3,426 | 24,340 | SH | SOLE | 24,340 | 0 | 0 | ||
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 1,287 | 36,943 | SH | SOLE | 36,943 | 0 | 0 | ||
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 1,635 | 2,884 | SH | SOLE | 2,884 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 5,942 | 1,782 | SH | SOLE | 1,782 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 3,820 | 8,241 | SH | SOLE | 8,241 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 6,830 | 97,872 | SH | SOLE | 97,872 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 1,768 | 10,948 | SH | SOLE | 10,948 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 1,698 | 9,536 | SH | SOLE | 9,536 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 4,269 | 11,654 | SH | SOLE | 11,654 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 955 | 28,556 | SH | SOLE | 28,556 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 5,478 | 50,188 | SH | SOLE | 50,188 | 0 | 0 | ||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 984 | 15,520 | SH | SOLE | 15,520 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 3,337 | 24,684 | SH | SOLE | 24,684 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 1,469 | 14,686 | SH | SOLE | 14,686 | 0 | 0 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 3,763 | 57,826 | SH | SOLE | 57,826 | 0 | 0 | ||
| ICON PLC | SHS | G4705A100 | 3,964 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 3,063 | 43,712 | SH | SOLE | 43,712 | 0 | 0 | ||
| MARQETA INC | CLASS A COM | 57142B104 | 1,246 | 72,570 | SH | SOLE | 72,570 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 3,525 | 26,652 | SH | SOLE | 26,652 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 5,427 | 16,136 | SH | SOLE | 16,136 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | 741 | 7,281 | SH | SOLE | 7,281 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 3,432 | 15,311 | SH | SOLE | 15,311 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 466 | 17,768 | SH | SOLE | 17,768 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 2,811 | 12,564 | SH | SOLE | 12,564 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 549 | 32,574 | SH | SOLE | 32,574 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 2,551 | 21,992 | SH | SOLE | 21,992 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,868 | 7,704 | SH | SOLE | 7,704 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 3,143 | 19,922 | SH | SOLE | 19,922 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 1,719 | 6,294 | SH | SOLE | 6,294 | 0 | 0 | ||