Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting SHOPIFY INC,SHOP,cl a,Sell,82509L107,1894870000.0,1712490.0,6.883 MICROSOFT CORP,MSFT,,Buy,594918104,1844805000.0,7824597.0,6.701 FACEBOOK INC,FB,cl a,Buy,30303M102,1667735000.0,5662359.0,6.058 L BRANDS INC,LB,, ,501797104,1624759000.0,26265094.0,5.902 AMAZON COM INC,AMZN,,Buy,023135106,1490554000.0,481744.0,5.414 SNAP INC,SNAP,cl a,Buy,83304A106,1255774000.0,24015574.0,4.561 ADOBE SYSTEMS INCORPORATED,ADBE,,Buy,00724F101,1246613000.0,2622406.0,4.528 UNITEDHEALTH GROUP INC,UNH,,Sell,91324P102,1170746000.0,3146574.0,4.252 COUPA SOFTWARE INC,COUP,,Sell,22266L106,1056579000.0,4151913.0,3.838 MERCADOLIBRE INC,MELI,,Buy,58733R102,1052804000.0,715152.0,3.824 NETFLIX INC,NFLX,,Sell,64110L106,953657000.0,1828120.0,3.464 DOORDASH INC,DASH,cl a,Buy,25809K105,881659000.0,6723551.0,3.202 GLOBAL PMTS INC,GPN,,Sell,37940X102,855767000.0,4245296.0,3.108 DEXCOM INC,DXCM,,Buy,252131107,852886000.0,2373148.0,3.098 MATCH GROUP INC NEW,MTCH,,Buy,57667L107,852400000.0,6204685.0,3.096 SERVICENOW INC,NOW,,Buy,81762P102,739525000.0,1478725.0,2.686 FARFETCH LTD,FTCH,ord sh cl a,Buy,30744W107,725384000.0,13681330.0,2.635 MASTERCARD INCORPORATED,MA,cl a,Sell,57636Q104,723399000.0,2031733.0,2.628 SQUARE INC,SQ,cl a,Sell,852234103,714105000.0,3145145.0,2.594 ICICI BANK LIMITED,IBN,adr,New,45104G104,691788000.0,43155826.0,2.513 CARVANA CO,CVNA,cl a,Sell,146869102,631914000.0,2408209.0,2.295 ATLASSIAN CORP PLC,TEAM,cl a,Sell,G06242104,626921000.0,2974571.0,2.277 DATADOG INC,DDOG,,Sell,23804L103,545207000.0,6541966.0,1.98 WORKDAY INC,WDAY,cl a,New,98138H101,534985000.0,2153463.0,1.943 BILIBILI INC,BILI,spons ads rep z,Sell,090040106,449688000.0,4200332.0,1.633 BILL COM HLDGS INC,BILL,,Buy,090043100,410414000.0,2820713.0,1.491 STONECO LTD,STNE,,Buy,G85158106,400027000.0,6534257.0,1.453 NUANCE COMMUNICATIONS INC,NUAN,, ,67020Y100,393187000.0,9009792.0,1.428 SNOWFLAKE INC,SNOW,cl a,Buy,833445109,290595000.0,1267426.0,1.056 BLUEPRINT MEDICINES CORP,BPMC,, ,09627Y109,263409000.0,2709138.0,0.957 ASCENDIS PHARMA A/S,ASND,sponsored adr,Buy,04351P101,185198000.0,1436981.0,0.673 ARGENX SE,ARGX,sponsored adr,Buy,04016X101,150434000.0,546259.0,0.546 FATE THERAPEUTICS INC,FATE,,Buy,31189P102,144228000.0,1749284.0,0.524 INSULET CORP,PODD,,New,45784P101,99330000.0,380690.0,0.361 MONGODB INC,MDB,cl a,Sell,60937P106,35133000.0,131371.0,0.128 ZYMEWORKS INC,ZYME,, ,98985W102,30845000.0,976735.0,0.112 FORMA THERAPEUTICS HLDGS INC,FMTX,, ,34633R104,22416000.0,800000.0,0.081 QUALTRICS INTL INC,XM,,New,747601201,21392000.0,650000.0,0.078 XP INC,XP,cl a,Exit,G98239109,0.0,-80569.0,-0.012 AMICUS THERAPEUTICS INC,FOLD,,Exit,03152W109,0.0,-6678788.0,-0.561 HOWMET AEROSPACE INC,HWM,,Exit,443201108,0.0,-7527593.0,-0.781 FIDELITY NATL INFORMATION SV,FIS,,Exit,31620M106,0.0,-2799907.0,-1.44 HUMANA INC,HUM,,Exit,444859102,0.0,-1508296.0,-2.249 AUTODESK INC,ADSK,,Exit,052769106,0.0,-2212480.0,-2.455 DOCUSIGN INC,DOCU,,Exit,256163106,0.0,-4056072.0,-3.277