Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting DISNEY WALT CO,DIS,,Buy,254687106,2003174000.0,11056268.0,7.493 PAYPAL HLDGS INC,PYPL,,Buy,70450Y103,1603453000.0,6846512.0,5.998 TESLA INC,TSLA,,Sell,88160R101,1517606000.0,2150589.0,5.677 SQUARE INC,SQ,cl a,Buy,852234103,1335230000.0,6135041.0,4.995 SUNRUN INC,RUN,,Buy,86771W105,1296918000.0,18692965.0,4.851 DOORDASH INC,DASH,cl a,New,25809K105,1249163000.0,8750705.0,4.673 SNOWFLAKE INC,SNOW,cl a,Buy,833445109,1144710000.0,4067911.0,4.282 UBER TECHNOLOGIES INC,UBER,,Buy,90353T100,1079469000.0,21166062.0,4.038 ZOOM VIDEO COMMUNICATIONS IN,ZM,cl a,Buy,98980L101,848506000.0,2515435.0,3.174 CROWDSTRIKE HLDGS INC,CRWD,cl a,Sell,22788C105,839716000.0,3964289.0,3.141 NETFLIX INC,NFLX,,Buy,64110L106,776049000.0,1435187.0,2.903 PELOTON INTERACTIVE INC,PTON,,Sell,70614W100,775141000.0,5109019.0,2.9 GLOBAL PMTS INC,GPN,,Sell,37940X102,734430000.0,3409289.0,2.747 NUANCE COMMUNICATIONS INC,NUAN,,Buy,67020Y100,732550000.0,16614864.0,2.74 ZILLOW GROUP INC,Z,cl c cap stk,Buy,98954M200,705046000.0,5431792.0,2.637 AMAZON COM INC,AMZN,, ,023135106,681135000.0,209134.0,2.548 SEA LTD,SE,sponsord ads,Buy,81141R100,625980000.0,3144837.0,2.342 ANAPLAN INC,PLAN,,Sell,03272L108,607204000.0,8450990.0,2.271 FACEBOOK INC,FB,cl a,Sell,30303M102,591446000.0,2165203.0,2.212 SHOPIFY INC,SHOP,cl a,Sell,82509L107,495527000.0,437764.0,1.854 LAM RESEARCH CORP,LRCX,, ,512807108,449692000.0,952193.0,1.682 INSULET CORP,PODD,,Buy,45784P101,448438000.0,1754246.0,1.677 XPENG INC,XPEV,ads,New,98422D105,444551000.0,10379425.0,1.663 JD.COM INC,JD,spon adr cl a, ,47215P106,401084000.0,4562952.0,1.5 AGORA INC,API,ads,New,00851L103,398370000.0,10070026.0,1.49 ALTERYX INC,AYX,,New,02156B103,377814000.0,3102175.0,1.413 NVIDIA CORPORATION,NVDA,, ,67066G104,326843000.0,625897.0,1.223 PINTEREST INC,PINS,cl a,Buy,72352L106,280354000.0,4254228.0,1.049 DYNATRACE INC,DT,,Sell,268150109,279826000.0,6466973.0,1.047 ALIBABA GROUP HLDG LTD,BABA,sponsored ads, ,01609W102,271597000.0,1167006.0,1.016 DOCUSIGN INC,DOCU,,Sell,256163106,271199000.0,1219968.0,1.014 L BRANDS INC,LB,,Sell,501797104,235417000.0,6330104.0,0.881 ZILLOW GROUP INC,ZG,cl a,Buy,98954M101,230837000.0,1698086.0,0.864 CREE INC,CREE,,Sell,225447101,204254000.0,1928743.0,0.764 EXPEDIA GROUP INC,EXPE,,Buy,30212P303,195611000.0,1477423.0,0.732 BROADCOM INC,AVGO,,Buy,11135F101,164863000.0,376528.0,0.617 GAP INC,GPS,,Buy,364760108,149277000.0,7393612.0,0.558 GUARDANT HEALTH INC,GH,, ,40131M109,144158000.0,1118537.0,0.539 MICRON TECHNOLOGY INC,MU,, ,595112103,137574000.0,1829932.0,0.515 DATADOG INC,DDOG,,Sell,23804L103,131279000.0,1333596.0,0.491 BEST BUY INC,BBY,,Buy,086516101,123993000.0,1242544.0,0.464 WYNN RESORTS LTD,WYNN,,Buy,983134107,120805000.0,1070682.0,0.452 LIVE NATION ENTERTAINMENT IN,LYV,,Buy,538034109,109809000.0,1494413.0,0.411 STITCH FIX INC,SFIX,,New,860897107,102145000.0,1739529.0,0.382 MICROSOFT CORP,MSFT,, ,594918104,101765000.0,457536.0,0.381 DECKERS OUTDOOR CORP,DECK,,Buy,243537107,101291000.0,353201.0,0.379 ROOT INC,ROOT,,New,77664L108,71450000.0,4548046.0,0.267 UNDER ARMOUR INC,UAA,cl a,Buy,904311107,66701000.0,3884714.0,0.25 TJX COS INC NEW,TJX,,Buy,872540109,65849000.0,964250.0,0.246 LYFT INC,LYFT,,New,55087P104,51193000.0,1041995.0,0.191 ROKU INC,ROKU,,New,77543R102,48526000.0,146153.0,0.182 OKTA INC,OKTA,cl a, ,679295105,47455000.0,186639.0,0.178 ALIGN TECHNOLOGY INC,ALGN,, ,016255101,46959000.0,87875.0,0.176 BOEING CO,BA,,New,097023105,44815000.0,209359.0,0.168 UNDER ARMOUR INC,UA,cl c,Buy,904311206,43534000.0,2925676.0,0.163 LI AUTO INC,LI,sponsored ads,Buy,50202M102,42525000.0,1475012.0,0.159 GREEN DOT CORP,GDOT,cl a,Sell,39304D102,39676000.0,711040.0,0.148 LIBERTY MEDIA CORP DEL,FWONK,,Sell,531229854,35458000.0,832358.0,0.133 AMERICAN EAGLE OUTFITTERS IN,AEO,,Sell,02553E106,34326000.0,1710320.0,0.128 INOVIO PHARMACEUTICALS INC,INO,, ,45773H201,31656000.0,3576923.0,0.118 RIBBIT LEAP LTD,LEAPU,unit 99/99/9999, ,G7552B121,27395000.0,1830000.0,0.102 URBAN OUTFITTERS INC,URBN,,Sell,917047102,25752000.0,1005942.0,0.096 KE HLDGS INC,BEKE,sponsored ads,Sell,482497104,25018000.0,406538.0,0.094 NIKOLA CORP,NKLA,,Sell,654110105,18366000.0,1203517.0,0.069 LIGHTSPEED POS INC,,,New,53227R106,17468000.0,248162.0,0.065 SNAP INC,SNAP,cl a,New,83304A106,17174000.0,343000.0,0.064 MERCADOLIBRE INC,MELI,,New,58733R102,16975000.0,10133.0,0.063 STONECO LTD,STNE,,New,G85158106,16654000.0,198455.0,0.062 COUPA SOFTWARE INC,COUP,,Buy,22266L106,15930000.0,47005.0,0.06 ZOOMINFO TECHNOLOGIES INC,ZI,,New,98980F104,9122000.0,189144.0,0.034 EASTMAN KODAK CO,KODK,,Sell,277461406,9158000.0,1125000.0,0.034 OPENDOOR TECHNOLOGIES INC,OPEN,,New,683712103,7677000.0,337760.0,0.029 SORRENTO THERAPEUTICS INC,SRNE,, ,83587F202,5119000.0,750000.0,0.019 DEXCOM INC,DXCM,,Sell,252131107,3517000.0,9513.0,0.013 VELODYNE LIDAR INC,VLDR,,New,92259F101,1712000.0,75000.0,0.006 ATLASSIAN CORP PLC,TEAM,cl a,New,G06242104,208000.0,891.0,0.001 MACERICH CO,MAC,,Exit,554382101,0.0,-85238.0,-0.003 HERTZ GLOBAL HLDGS INC,HTZGQ,,Exit,42806J106,0.0,-1114411.0,-0.006 3-D SYS CORP DEL,DDD,,Exit,88554D205,0.0,-961067.0,-0.025 STRATASYS LTD,SSYS,,Exit,M85548101,0.0,-456847.0,-0.03 LUMEN TECHNOLOGIES INC,LUMN,,Exit,156700106,0.0,-716117.0,-0.038 TEEKAY TANKERS LTD,TNK,cl a,Exit,Y8565N300,0.0,-684621.0,-0.039 GRAFTECH INTL LTD,EAF,,Exit,384313508,0.0,-1090232.0,-0.039 NORDIC AMERICAN TANKERS LIMI,NAT,,Exit,G65773106,0.0,-2617878.0,-0.048 DHT HOLDINGS INC,DHT,,Exit,Y2065G121,0.0,-1763131.0,-0.048 SMILEDIRECTCLUB INC,SDC,,Exit,83192H106,0.0,-848957.0,-0.052 FITBIT INC,FIT,cl a,Exit,33812L102,0.0,-3178570.0,-0.116 LIBERTY BROADBAND CORP,LBRDK,,Exit,530307305,0.0,-365677.0,-0.274 SMARTSHEET INC,SMAR,,Exit,83200N103,0.0,-4487942.0,-1.164 VIVINT SOLAR INC,VSLR,,Exit,92854Q106,0.0,-11627907.0,-2.585