Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting AMAZON COM INC,AMZN,,Buy,023135106,2058358000.0,617321.0,8.433 SHOPIFY INC,SHOP,cl a,Sell,82509L107,1914069000.0,1389635.0,7.842 MASTERCARD INCORPORATED,MA,cl a,New,57636Q104,1732927000.0,4822796.0,7.1 BATH & BODY WORKS INC,,, ,070830104,1695916000.0,24300268.0,6.948 WORKDAY INC,WDAY,cl a,Buy,98138H101,1588451000.0,5814667.0,6.508 MICROSOFT CORP,MSFT,, ,594918104,1578845000.0,4694472.0,6.468 SNAP INC,SNAP,cl a,Buy,83304A106,1574500000.0,33478637.0,6.451 SERVICENOW INC,NOW,,Sell,81762P102,1301846000.0,2005586.0,5.334 DOORDASH INC,DASH,cl a,Buy,25809K105,1228733000.0,8252069.0,5.034 MATCH GROUP INC NEW,MTCH,,Buy,57667L107,1173359000.0,8872280.0,4.807 UNITEDHEALTH GROUP INC,UNH,,Sell,91324P102,1152957000.0,2296087.0,4.724 VISA INC,V,,New,92826C839,1047495000.0,4833625.0,4.291 RH,RH,,Buy,74967X103,859588000.0,1603888.0,3.522 FARFETCH LTD,FTCH,ord sh cl a,Buy,30744W107,817027000.0,24439933.0,3.347 KE HLDGS INC,BEKE,sponsored ads,Buy,482497104,622856000.0,30957063.0,2.552 ADOBE SYSTEMS INCORPORATED,ADBE,,Sell,00724F101,620201000.0,1093713.0,2.541 DATADOG INC,DDOG,,Sell,23804L103,582897000.0,3272681.0,2.388 SNOWFLAKE INC,SNOW,cl a,New,833445109,557799000.0,1646640.0,2.285 VICTORIAS SECRET AND CO,,,Sell,926400102,455195000.0,8195810.0,1.865 NETEASE INC,NTES,sponsored ads,Buy,64110W102,453180000.0,4452541.0,1.857 CONFLUENT INC,CFLT,,Buy,20717M103,335347000.0,4398572.0,1.374 PVH CORPORATION,PVH,,Sell,693656100,326951000.0,3065646.0,1.339 MARQETA INC,MQ,,Buy,57142B104,300077000.0,17476795.0,1.229 SWEETGREEN INC,,,New,87043Q108,145808000.0,4556503.0,0.597 AMPLITUDE INC,,,Buy,03213A104,99368000.0,1877000.0,0.407 AVIDXCHANGE HOLDINGS INC,,,New,05368X102,76514000.0,5080632.0,0.313 VTEX,,, ,G9470A102,56547000.0,5274887.0,0.232 BLOCK INC,SQ,cl a,Sell,852234103,44798000.0,277372.0,0.184 FRESHWORKS INC,,, ,358054104,7222000.0,275000.0,0.03 FORMA THERAPEUTICS HLDGS INC,FMTX,,Exit,34633R104,0.0,-800000.0,-0.063 ZYMEWORKS INC,ZYME,,Exit,98985W102,0.0,-976735.0,-0.096 FIGS INC,FIGS,cl a,Exit,30260D103,0.0,-2485894.0,-0.311 FATE THERAPEUTICS INC,FATE,,Exit,31189P102,0.0,-2199284.0,-0.439 ASCENDIS PHARMA A/S,ASND,sponsored adr,Exit,04351P101,0.0,-1436981.0,-0.772 TRANSDIGM GROUP INC,TDG,,Exit,893641100,0.0,-784342.0,-1.651 STONECO LTD,STNE,,Exit,G85158106,0.0,-15093113.0,-1.766 BILIBILI INC,BILI,spons ads rep z,Exit,090040106,0.0,-8612782.0,-1.92 CARVANA CO,CVNA,cl a,Exit,146869102,0.0,-2142309.0,-2.177 ICICI BANK LIMITED,IBN,adr,Exit,45104G104,0.0,-39750227.0,-2.528 DEXCOM INC,DXCM,,Exit,252131107,0.0,-1441227.0,-2.656 COUPA SOFTWARE INC,COUP,,Exit,22266L106,0.0,-4566251.0,-3.372 FACEBOOK INC,FB,cl a,Exit,30303M102,0.0,-3074926.0,-3.517 MODERNA INC,MRNA,,Exit,60770K107,0.0,-3316199.0,-4.301 TWITTER INC,TWTR,,Exit,90184L102,0.0,-21533828.0,-4.382