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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 7,123 | 112,423 | SH | SOLE | N/A | 112,423 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 1,308 | 64,417 | SH | SOLE | N/A | 64,417 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 4,834 | 26,131 | SH | SOLE | N/A | 26,131 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 14,213 | 103,236 | SH | SOLE | N/A | 103,236 | 0 | 0 | |
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 12,148 | 362,193 | SH | SOLE | N/A | 362,193 | 0 | 0 | |
| HEALTHEQUITY INC | COM | 42226A107 | 812 | 12,090 | SH | SOLE | N/A | 12,090 | 0 | 0 | |
| ICICI BANK LIMITED | ADR | 45104G104 | 17,123 | 816,569 | SH | SOLE | N/A | 816,569 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 5,552 | 23,583 | SH | SOLE | N/A | 23,583 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 5,182 | 60,207 | SH | SOLE | N/A | 60,207 | 0 | 0 | |
| PROGYNY INC | COM | 74340E103 | 16,886 | 455,636 | SH | SOLE | N/A | 455,636 | 0 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 2,810 | 9,197 | SH | SOLE | N/A | 9,197 | 0 | 0 | |
| TOAST INC | CL A | 888787108 | 4,919 | 294,213 | SH | SOLE | N/A | 294,213 | 0 | 0 | |
| XOMETRY INC | CLASS A COM | 98423F109 | 16,179 | 284,894 | SH | SOLE | N/A | 284,894 | 0 | 0 | |