Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting NETFLIX INC,NFLX,,Buy,64110L106,988321000.0,3693000.0,13.652 AMAZON COM INC,AMZN,,Buy,023135106,714327000.0,411500.0,9.867 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Sell,01609W102,579452000.0,3465000.0,8.004 HILTON WORLDWIDE HLDGS INC,HLT,,Buy,43300A203,561453000.0,6030000.0,7.755 JD COM INC,JD,spon adr cl a,Sell,47215P106,556416000.0,19724079.0,7.686 FACEBOOK INC,FB,cl a,Buy,30303M102,528898000.0,2970000.0,7.306 FERRARI N V,RACE,,Buy,N3167Y103,386968000.0,2511311.0,5.345 LINDE PLC,LIN,,Buy,G5494J103,321575000.0,1660000.0,4.442 GUIDEWIRE SOFTWARE INC,GWRE,,Buy,40171V100,303030000.0,2875589.0,4.186 TENCENT MUSIC ENTMT GROUP,TME,spon ads,New,88034P109,249015000.0,19500000.0,3.44 FIDELITY NATL INFORMATION SV,FIS,,Buy,31620M106,236977000.0,1785000.0,3.273 LAS VEGAS SANDS CORP,LVS,,Buy,517834107,230174000.0,3985000.0,3.179 IQVIA HLDGS INC,IQV,,Buy,46266C105,217976000.0,1459203.0,3.011 SALESFORCE COM INC,CRM,,New,79466L302,172190000.0,1160000.0,2.378 DISNEY WALT CO,DIS,,Sell,254687106,160294000.0,1230000.0,2.214 ANAPLAN INC,PLAN,,New,03272L108,155330000.0,3304889.0,2.146 ADOBE INC,ADBE,,Buy,00724F101,150556000.0,545000.0,2.08 ARAMARK,ARMK,,New,03852U106,131161000.0,3009665.0,1.812 WYNN RESORTS LTD,WYNN,,Buy,983134107,104850000.0,964400.0,1.448 CLARIVATE ANALYTICS PLC,CLVT,,Buy,G21810109,100037000.0,5929895.0,1.382 TWILIO INC,TWLO,cl a,Sell,90138F102,99767000.0,907300.0,1.378 AVANTOR INC,AVTR,,New,05352A100,97829000.0,6655000.0,1.351 CHEWY INC,CHWY,cl a,Buy,16679L109,64523000.0,2625000.0,0.891 SERVICENOW INC,NOW,,New,81762P102,57421000.0,226200.0,0.793 REPLAY ACQUISITION CORP,RPLAU,unit 03/01/2024, ,G75130123,25638000.0,2500000.0,0.354 ENVISTA HLDGS CORP,NVST,,New,29415F104,22304000.0,800000.0,0.308 LIVONGO HEALTH INC,LVGO,,New,539183103,13647000.0,782530.0,0.189 QUTOUTIAO INC,QTT,,Sell,74915J107,9343000.0,2525000.0,0.129 SNAP INC,SNAP,cl a,Exit,83304A106,0.0,-3750000.0,-0.764 BILIBILI INC,BILI,spons ads rep z,Exit,090040106,0.0,-6725000.0,-1.559 BOEING CO,BA,,Exit,097023105,0.0,-365000.0,-1.894 WORLDPAY INC,WP,cl a,Exit,981558109,0.0,-1180000.0,-2.061 OWENS CORNING NEW,OC,,Exit,690742101,0.0,-2740000.0,-2.273 ALPHABET INC,GOOGL,cap stk cl a,Exit,02079K305,0.0,-254000.0,-3.92 MICRON TECHNOLOGY INC,MU,,Exit,595112103,0.0,-7150000.0,-3.933 D R HORTON INC,DHI,,Exit,23331A109,0.0,-7617690.0,-4.683