The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ALTIMETER GROWTH CORP | CL A | G0370L108 | 1,022 | 100,000 | SH | SOLE | N/A | 100,000 | 0 | 0 | |
ANSYS INC | COM | 03662Q105 | 12,041 | 35,368 | SH | SOLE | N/A | 35,368 | 0 | 0 | |
CARVANA CO | CL A | 146869102 | 17,731 | 58,803 | SH | SOLE | N/A | 58,803 | 0 | 0 | |
DOCUSIGN INC | COM | 256163106 | 12,933 | 50,239 | SH | SOLE | N/A | 50,239 | 0 | 0 | |
FERRARI N V | COM | N3167Y103 | 7,775 | 37,178 | SH | SOLE | N/A | 37,178 | 0 | 0 | |
FIVE BELOW INC | COM | 33829M101 | 15,279 | 86,415 | SH | SOLE | N/A | 86,415 | 0 | 0 | |
HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 15,896 | 346,620 | SH | SOLE | N/A | 346,620 | 0 | 0 | |
ICICI BANK LIMITED | ADR | 45104G104 | 21,408 | 1,134,487 | SH | SOLE | N/A | 1,134,487 | 0 | 0 | |
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 15,179 | 631,426 | SH | SOLE | N/A | 631,426 | 0 | 0 | |
PROGYNY INC | COM | 74340E103 | 13,191 | 235,545 | SH | SOLE | N/A | 235,545 | 0 | 0 | |
RH | COM | 74967X103 | 12,093 | 18,133 | SH | SOLE | N/A | 18,133 | 0 | 0 | |
SEA LTD | SPONSORD ADS | 81141R100 | 7,968 | 25,000 | SH | SOLE | N/A | 25,000 | 0 | 0 | |
SHOPIFY INC | CL A | 82509L107 | 14,386 | 10,611 | SH | SOLE | N/A | 10,611 | 0 | 0 | |
SONOS INC | COM | 83570H108 | 8,763 | 270,783 | SH | SOLE | N/A | 270,783 | 0 | 0 | |
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 13,410 | 303,459 | SH | SOLE | N/A | 303,459 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 8,824 | 39,157 | SH | SOLE | N/A | 39,157 | 0 | 0 | |
SYNOPSYS INC | COM | 871607107 | 13,288 | 44,379 | SH | SOLE | N/A | 44,379 | 0 | 0 | |
TOAST INC | CL A | 888787108 | 2,997 | 60,000 | SH | SOLE | N/A | 60,000 | 0 | 0 | |
WEX INC | COM | 96208T104 | 15,173 | 86,140 | SH | SOLE | N/A | 86,140 | 0 | 0 | |
XOMETRY INC | CLASS A COM | 98423F109 | 10,861 | 188,333 | SH | SOLE | N/A | 188,333 | 0 | 0 |