The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

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
AMAZON COM INC COM 023135106 282,743 82,189 SH   SOLE   0 0 82,189
MICROSOFT CORP COM 594918104 263,541 972,836 SH   SOLE   0 0 972,836
TEXAS INSTRS INC COM 882508104 260,673 1,355,555 SH   SOLE   0 0 1,355,555
FACEBOOK INC CL A 30303M102 251,173 722,364 SH   SOLE   0 0 722,364
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 251,049 851,621 SH   SOLE   0 0 851,621
THERMO FISHER SCIENTIFIC INC COM 883556102 245,059 485,776 SH   SOLE   0 0 485,776
VISA INC COM CL A 92826C839 239,182 1,022,934 SH   SOLE   0 0 1,022,934
DANAHER CORPORATION COM 235851102 234,480 873,751 SH   SOLE   0 0 873,751
UNITEDHEALTH GROUP INC COM 91324P102 228,419 570,420 SH   SOLE   0 0 570,420
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 218,990 1,822,483 SH   SOLE   0 0 1,822,483
ORACLE CORP COM 68389X105 216,190 2,777,364 SH   SOLE   0 0 2,777,364
PAYPAL HLDGS INC COM 70450Y103 211,236 724,700 SH   SOLE   0 0 724,700
TARGET CORP COM 87612E106 210,710 871,641 SH   SOLE   0 0 871,641
JOHNSON & JOHNSON COM 478160104 196,500 1,192,788 SH   SOLE   0 0 1,192,788
HOME DEPOT INC COM 437076102 193,308 606,189 SH   SOLE   0 0 606,189
PROCTER AND GAMBLE CO COM 742718109 184,579 1,367,959 SH   SOLE   0 0 1,367,959
APPLE INC COM 037833100 177,384 1,295,152 SH   SOLE   0 0 1,295,152
SERVICENOW INC COM 81762P102 176,680 321,500 SH   SOLE   0 0 321,500
ADOBE SYSTEMS INCORPORATED COM 00724F101 172,911 295,251 SH   SOLE   0 0 295,251
NEXTERA ENERGY INC COM 65339F101 168,554 2,300,132 SH   SOLE   0 0 2,300,132
ALPHABET INC CAP STK CL A 02079K305 164,982 67,566 SH   SOLE   0 0 67,566
EDWARDS LIFESCIENCES CORP COM 28176E108 164,156 1,584,980 SH   SOLE   0 0 1,584,980
CISCO SYS INC COM 17275R102 155,612 2,936,076 SH   SOLE   0 0 2,936,076
PEPSICO INC COM 713448108 150,109 1,013,084 SH   SOLE   0 0 1,013,084
ABBVIE INC COM 00287Y109 150,029 1,331,931 SH   SOLE   0 0 1,331,931
LOWES COS INC COM 548661107 149,677 771,651 SH   SOLE   0 0 771,651
WALMART INC COM 931142103 148,901 1,055,889 SH   SOLE   0 0 1,055,889
EQUINIX INC COM 29444U700 143,560 178,869 SH   SOLE   0 0 178,869
GILEAD SCIENCES INC COM 375558103 140,761 2,044,165 SH   SOLE   0 0 2,044,165
GOLDMAN SACHS GROUP INC COM 38141G104 138,913 366,014 SH   SOLE   0 0 366,014
MORGAN STANLEY COM NEW 617446448 138,912 1,515,022 SH   SOLE   0 0 1,515,022
AMGEN INC COM 031162100 134,985 553,786 SH   SOLE   0 0 553,786
S&P GLOBAL INC COM 78409V104 132,493 322,800 SH   SOLE   0 0 322,800
ANTHEM INC COM 036752103 131,442 344,269 SH   SOLE   0 0 344,269
BRISTOL-MYERS SQUIBB CO COM 110122108 120,099 1,797,357 SH   SOLE   0 0 1,797,357
COSTCO WHSL CORP NEW COM 22160K105 115,908 292,942 SH   SOLE   0 0 292,942
BIOGEN INC COM 09062X103 84,844 245,022 SH   SOLE   0 0 245,022
UNITED PARCEL SERVICE INC CL B 911312106 84,540 406,500 SH   SOLE   0 0 406,500
CVS HEALTH CORP COM 126650100 83,861 1,005,046 SH   SOLE   0 0 1,005,046
HP INC COM 40434L105 82,572 2,735,073 SH   SOLE   0 0 2,735,073
HCA HEALTHCARE INC COM 40412C101 81,928 396,284 SH   SOLE   0 0 396,284
BEST BUY INC COM 086516101 81,116 705,477 SH   SOLE   0 0 705,477
HUMANA INC COM 444859102 80,931 182,803 SH   SOLE   0 0 182,803
ALTRIA GROUP INC COM 02209S103 80,136 1,680,700 SH   SOLE   0 0 1,680,700
PHILIP MORRIS INTL INC COM 718172109 78,037 787,380 SH   SOLE   0 0 787,380
BROADCOM INC COM 11135F101 76,819 161,100 SH   SOLE   0 0 161,100
QUALCOMM INC COM 747525103 75,687 529,541 SH   SOLE   0 0 529,541
COLGATE PALMOLIVE CO COM 194162103 75,167 923,996 SH   SOLE   0 0 923,996
ROBERT HALF INTL INC COM 770323103 72,864 818,972 SH   SOLE   0 0 818,972
KROGER CO COM 501044101 67,947 1,773,610 SH   SOLE   0 0 1,773,610
APPLIED MATLS INC COM 038222105 64,859 455,468 SH   SOLE   0 0 455,468
FASTENAL CO COM 311900104 63,848 1,227,855 SH   SOLE   0 0 1,227,855
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 63,281 913,680 SH   SOLE   0 0 913,680
ALEXION PHARMACEUTICALS INC COM 015351109 62,405 339,693 SH   SOLE   0 0 339,693
IDEXX LABS INC COM 45168D104 62,121 98,363 SH   SOLE   0 0 98,363
ACTIVISION BLIZZARD INC COM 00507V109 62,006 649,687 SH   SOLE   0 0 649,687
METTLER TOLEDO INTERNATIONAL COM 592688105 61,722 44,554 SH   SOLE   0 0 44,554
AUTOZONE INC COM 053332102 61,327 41,098 SH   SOLE   0 0 41,098
FORTINET INC COM 34959E109 61,175 256,831 SH   SOLE   0 0 256,831
SQUARE INC CL A 852234103 60,543 248,331 SH   SOLE   0 0 248,331
MERCK & CO INC COM 58933Y105 60,405 776,709 SH   SOLE   0 0 776,709
LILLY ELI & CO COM 532457108 60,355 263,132 SH   SOLE   0 0 263,132
INTERNATIONAL BUSINESS MACHS COM 459200101 59,618 406,700 SH   SOLE   0 0 406,700
OREILLY AUTOMOTIVE INC COM 67103H107 58,671 103,621 SH   SOLE   0 0 103,621
DOLLAR GEN CORP NEW COM 256677105 58,537 270,515 SH   SOLE   0 0 270,515
NETAPP INC COM 64110D104 54,874 670,663 SH   SOLE   0 0 670,663
MOLINA HEALTHCARE INC COM 60855R100 54,697 216,143 SH   SOLE   0 0 216,143
DOMINOS PIZZA INC COM 25754A201 53,931 115,610 SH   SOLE   0 0 115,610
NIKE INC CL B 654106103 53,428 345,834 SH   SOLE   0 0 345,834
DATADOG INC CL A COM 23804L103 51,248 492,394 SH   SOLE   0 0 492,394
CLOROX CO DEL COM 189054109 50,359 279,914 SH   SOLE   0 0 279,914
LAUDER ESTEE COS INC CL A 518439104 49,529 155,711 SH   SOLE   0 0 155,711
MCKESSON CORP COM 58155Q103 48,402 253,094 SH   SOLE   0 0 253,094
OTIS WORLDWIDE CORP COM 68902V107 48,310 590,800 SH   SOLE   0 0 590,800
SNAP ON INC COM 833034101 46,434 207,824 SH   SOLE   0 0 207,824
TWILIO INC CL A 90138F102 46,167 117,127 SH   SOLE   0 0 117,127
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 44,424 83,900 SH   SOLE   0 0 83,900
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 42,684 501,100 SH   SOLE   0 0 501,100
3M CO COM 88579Y101 42,218 212,545 SH   SOLE   0 0 212,545
BILL COM HLDGS INC COM 090043100 41,765 228,001 SH   SOLE   0 0 228,001
HERSHEY CO COM 427866108 41,710 239,463 SH   SOLE   0 0 239,463
EBAY INC. COM 278642103 41,266 587,746 SH   SOLE   0 0 587,746
GRAINGER W W INC COM 384802104 40,982 93,567 SH   SOLE   0 0 93,567
OKTA INC CL A 679295105 40,218 164,368 SH   SOLE   0 0 164,368
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 38,308 215,648 SH   SOLE   0 0 215,648
GUARDANT HEALTH INC COM 40131M109 38,248 307,978 SH   SOLE   0 0 307,978
FARFETCH LTD ORD SH CL A 30744W107 38,233 759,195 SH   SOLE   0 0 759,195
INTUIT COM 461202103 37,932 77,385 SH   SOLE   0 0 77,385
CBRE GROUP INC CL A 12504L109 37,670 439,400 SH   SOLE   0 0 439,400
TRACTOR SUPPLY CO COM 892356106 37,014 198,936 SH   SOLE   0 0 198,936
ROLLINS INC COM 775711104 36,173 1,057,684 SH   SOLE   0 0 1,057,684
CADENCE DESIGN SYSTEM INC COM 127387108 35,781 261,519 SH   SOLE   0 0 261,519
VEEVA SYS INC CL A COM 922475108 35,524 114,243 SH   SOLE   0 0 114,243
KIMBERLY-CLARK CORP COM 494368103 35,426 264,810 SH   SOLE   0 0 264,810
KLA CORP COM NEW 482480100 35,028 108,041 SH   SOLE   0 0 108,041
LENNAR CORP CL A 526057104 35,001 352,300 SH   SOLE   0 0 352,300
DOCUSIGN INC COM 256163106 34,385 122,992 SH   SOLE   0 0 122,992
SMUCKER J M CO COM NEW 832696405 34,142 263,500 SH   SOLE   0 0 263,500
LKQ CORP COM 501889208 33,986 690,500 SH   SOLE   0 0 690,500
GENERAL MLS INC COM 370334104 33,761 554,090 SH   SOLE   0 0 554,090
FOX CORP CL A COM 35137L105 33,124 892,100 SH   SOLE   0 0 892,100
CHURCH & DWIGHT INC COM 171340102 32,043 375,999 SH   SOLE   0 0 375,999
UNIVERSAL HLTH SVCS INC CL B 913903100 31,886 217,758 SH   SOLE   0 0 217,758
PULTE GROUP INC COM 745867101 31,684 580,621 SH   SOLE   0 0 580,621
CARRIER GLOBAL CORPORATION COM 14448C104 31,668 651,600 SH   SOLE   0 0 651,600
LOCKHEED MARTIN CORP COM 539830109 31,347 82,853 SH   SOLE   0 0 82,853
SOLAREDGE TECHNOLOGIES INC COM 83417M104 30,622 110,800 SH   SOLE   0 0 110,800
L BRANDS INC COM 501797104 30,294 420,400 SH   SOLE   0 0 420,400
CITRIX SYS INC COM 177376100 29,889 254,877 SH   SOLE   0 0 254,877
PELOTON INTERACTIVE INC CL A COM 70614W100 29,604 238,700 SH   SOLE   0 0 238,700
WASTE MGMT INC DEL COM 94106L109 28,929 206,476 SH   SOLE   0 0 206,476
SEA LTD SPONSORD ADS 81141R100 28,558 104,000 SH   SOLE   0 0 104,000
PROGRESSIVE CORP COM 743315103 27,758 282,643 SH   SOLE   0 0 282,643
MOHAWK INDS INC COM 608190104 27,426 142,700 SH   SOLE   0 0 142,700
MONDELEZ INTL INC CL A 609207105 26,558 425,342 SH   SOLE   0 0 425,342
SYNOPSYS INC COM 871607107 26,262 95,225 SH   SOLE   0 0 95,225
LENNOX INTL INC COM 526107107 25,742 73,380 SH   SOLE   0 0 73,380
NUCOR CORP COM 670346105 25,331 264,052 SH   SOLE   0 0 264,052
TERADYNE INC COM 880770102 25,064 187,100 SH   SOLE   0 0 187,100
MASTERCARD INCORPORATED CL A 57636Q104 24,863 68,100 SH   SOLE   0 0 68,100
ARROW ELECTRS INC COM 042735100 24,621 216,300 SH   SOLE   0 0 216,300
HOLOGIC INC COM 436440101 24,305 364,282 SH   SOLE   0 0 364,282
F5 NETWORKS INC COM 315616102 24,295 130,157 SH   SOLE   0 0 130,157
WEST PHARMACEUTICAL SVSC INC COM 955306105 24,275 67,600 SH   SOLE   0 0 67,600
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 24,239 258,765 SH   SOLE   0 0 258,765
ABBOTT LABS COM 002824100 23,986 206,900 SH   SOLE   0 0 206,900
WAYFAIR INC CL A 94419L101 23,931 75,800 SH   SOLE   0 0 75,800
QUEST DIAGNOSTICS INC COM 74834L100 23,811 180,425 SH   SOLE   0 0 180,425
ETSY INC COM 29786A106 23,445 113,900 SH   SOLE   0 0 113,900
ILLINOIS TOOL WKS INC COM 452308109 23,376 104,563 SH   SOLE   0 0 104,563
TENABLE HLDGS INC COM 88025T102 23,327 564,132 SH   SOLE   0 0 564,132
AMERISOURCEBERGEN CORP COM 03073E105 22,901 200,029 SH   SOLE   0 0 200,029
DOORDASH INC CL A 25809K105 22,704 127,313 SH   SOLE   0 0 127,313
LABORATORY CORP AMER HLDGS COM NEW 50540R409 21,847 79,200 SH   SOLE   0 0 79,200
GENUINE PARTS CO COM 372460105 21,803 172,400 SH   SOLE   0 0 172,400
ELECTRONIC ARTS INC COM 285512109 21,480 149,345 SH   SOLE   0 0 149,345
EXPEDITORS INTL WASH INC COM 302130109 21,432 169,288 SH   SOLE   0 0 169,288
AVERY DENNISON CORP COM 053611109 20,561 97,800 SH   SOLE   0 0 97,800
PAYCHEX INC COM 704326107 20,058 186,937 SH   SOLE   0 0 186,937
LAM RESEARCH CORP COM 512807108 18,870 29,000 SH   SOLE   0 0 29,000
UNITED RENTALS INC COM 911363109 18,758 58,800 SH   SOLE   0 0 58,800
FAIR ISAAC CORP COM 303250104 18,750 37,300 SH   SOLE   0 0 37,300
SEALED AIR CORP NEW COM 81211K100 18,593 313,800 SH   SOLE   0 0 313,800
DAVITA INC COM 23918K108 18,192 151,056 SH   SOLE   0 0 151,056
REPUBLIC SVCS INC COM 760759100 17,725 161,121 SH   SOLE   0 0 161,121
RESMED INC COM 761152107 17,605 71,415 SH   SOLE   0 0 71,415
MAXIM INTEGRATED PRODS INC COM 57772K101 17,183 163,089 SH   SOLE   0 0 163,089
SKYWORKS SOLUTIONS INC COM 83088M102 16,811 87,671 SH   SOLE   0 0 87,671
ALLSTATE CORP COM 020002101 16,644 127,600 SH   SOLE   0 0 127,600
BLACKROCK INC COM 09247X101 16,624 19,000 SH   SOLE   0 0 19,000
DEERE & CO COM 244199105 16,330 46,300 SH   SOLE   0 0 46,300
DISCOVERY INC COM SER A 25470F104 16,260 530,000 SH   SOLE   0 0 530,000
TRIMBLE INC COM 896239100 15,635 191,064 SH   SOLE   0 0 191,064
MASCO CORP COM 574599106 15,525 263,531 SH   SOLE   0 0 263,531
CHECK POINT SOFTWARE TECH LT ORD M22465104 15,379 132,429 SH   SOLE   0 0 132,429
MOTOROLA SOLUTIONS INC COM NEW 620076307 14,144 65,227 SH   SOLE   0 0 65,227
NUTANIX INC CL A 67059N108 13,237 346,341 SH   SOLE   0 0 346,341
GENERAC HLDGS INC COM 368736104 12,745 30,700 SH   SOLE   0 0 30,700
BAXTER INTL INC COM 071813109 12,663 157,300 SH   SOLE   0 0 157,300
HENRY SCHEIN INC COM 806407102 12,203 164,485 SH   SOLE   0 0 164,485
ZOETIS INC CL A 98978V103 12,161 65,256 SH   SOLE   0 0 65,256
NORTONLIFELOCK INC COM 668771108 12,004 441,000 SH   SOLE   0 0 441,000
MONSTER BEVERAGE CORP NEW COM 61174X109 11,968 131,012 SH   SOLE   0 0 131,012
JFROG LTD ORD SHS M6191J100 11,797 259,155 SH   SOLE   0 0 259,155
MCCORMICK & CO INC COM NON VTG 579780206 11,728 132,794 SH   SOLE   0 0 132,794
INTERNATIONAL PAPER CO COM 460146103 11,379 185,600 SH   SOLE   0 0 185,600
COINBASE GLOBAL INC COM CL A 19260Q107 11,221 44,298 SH   SOLE   0 0 44,298
EXTRA SPACE STORAGE INC COM 30225T102 11,189 68,300 SH   SOLE   0 0 68,300
CDW CORP COM 12514G108 10,706 61,300 SH   SOLE   0 0 61,300
SMITH A O CORP COM 831865209 10,514 145,900 SH   SOLE   0 0 145,900
JUNIPER NETWORKS INC COM 48203R104 10,383 379,623 SH   SOLE   0 0 379,623
POOL CORP COM 73278L105 10,366 22,600 SH   SOLE   0 0 22,600
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 10,321 514,000 SH   SOLE   0 0 514,000
HORMEL FOODS CORP COM 440452100 10,101 211,549 SH   SOLE   0 0 211,549
CUMMINS INC COM 231021106 9,923 40,700 SH   SOLE   0 0 40,700
EMERSON ELEC CO COM 291011104 9,903 102,897 SH   SOLE   0 0 102,897
HENRY JACK & ASSOC INC COM 426281101 9,583 58,607 SH   SOLE   0 0 58,607
UGI CORP NEW COM 902681105 9,322 201,300 SH   SOLE   0 0 201,300
GARTNER INC COM 366651107 9,150 37,778 SH   SOLE   0 0 37,778
GARMIN LTD SHS H2906T109 8,773 60,653 SH   SOLE   0 0 60,653
AGILENT TECHNOLOGIES INC COM 00846U101 8,112 54,884 SH   SOLE   0 0 54,884
MCDONALDS CORP COM 580135101 8,085 35,000 SH   SOLE   0 0 35,000
EASTMAN CHEM CO COM 277432100 8,044 68,900 SH   SOLE   0 0 68,900
QORVO INC COM 74736K101 7,572 38,700 SH   SOLE   0 0 38,700
ADVANCE AUTO PARTS INC COM 00751Y106 7,508 36,600 SH   SOLE   0 0 36,600
EQUIFAX INC COM 294429105 7,483 31,242 SH   SOLE   0 0 31,242
PACKAGING CORP AMER COM 695156109 7,462 55,100 SH   SOLE   0 0 55,100
EPAM SYS INC COM 29414B104 7,460 14,600 SH   SOLE   0 0 14,600
IDEX CORP COM 45167R104 7,429 33,761 SH   SOLE   0 0 33,761
OPENDOOR TECHNOLOGIES INC COM 683712103 7,038 396,956 SH   SOLE   0 0 396,956
FORTUNE BRANDS HOME & SEC IN COM 34964C106 7,031 70,583 SH   SOLE   0 0 70,583
TYSON FOODS INC CL A 902494103 6,911 93,700 SH   SOLE   0 0 93,700
ENPHASE ENERGY INC COM 29355A107 6,702 36,500 SH   SOLE   0 0 36,500
KELLOGG CO COM 487836108 6,379 99,157 SH   SOLE   0 0 99,157
D R HORTON INC COM 23331A109 5,973 66,100 SH   SOLE   0 0 66,100
MASIMO CORP COM 574795100 5,940 24,500 SH   SOLE   0 0 24,500
NVR INC COM 62944T105 5,938 1,194 SH   SOLE   0 0 1,194
AKAMAI TECHNOLOGIES INC COM 00971T101 5,923 50,800 SH   SOLE   0 0 50,800
PARKER-HANNIFIN CORP COM 701094104 5,835 19,000 SH   SOLE   0 0 19,000
WESTERN UN CO COM 959802109 5,747 250,200 SH   SOLE   0 0 250,200
JOHNSON CTLS INTL PLC SHS G51502105 5,628 82,000 SH   SOLE   0 0 82,000
IQVIA HLDGS INC COM 46266C105 5,535 22,840 SH   SOLE   0 0 22,840
OPEN TEXT CORP COM 683715106 5,349 105,300 SH   SOLE   0 0 105,300
ALLEGION PLC ORD SHS G0176J109 5,179 37,179 SH   SOLE   0 0 37,179
NEWS CORP NEW CL A 65249B109 4,992 193,700 SH   SOLE   0 0 193,700
VERISK ANALYTICS INC COM 92345Y106 4,943 28,289 SH   SOLE   0 0 28,289
THE REALREAL INC COM 88339P101 4,771 241,444 SH   SOLE   0 0 241,444
CINTAS CORP COM 172908105 4,765 12,474 SH   SOLE   0 0 12,474
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,541 28,112 SH   SOLE   0 0 28,112
AMETEK INC COM 031100100 3,481 26,072 SH   SOLE   0 0 26,072
WHIRLPOOL CORP COM 963320106 3,467 15,900 SH   SOLE   0 0 15,900
PALO ALTO NETWORKS INC COM 697435105 3,367 9,075 SH   SOLE   0 0 9,075
PRICE T ROWE GROUP INC COM 74144T108 3,289 16,600 SH   SOLE   0 0 16,600
NASDAQ INC COM 631103108 3,287 18,700 SH   SOLE   0 0 18,700
UPSTART HLDGS INC COM 91680M107 2,902 23,234 SH   SOLE   0 0 23,234
VERACYTE INC COM 92337F107 2,879 72,004 SH   SOLE   0 0 72,004
AMPHENOL CORP NEW CL A 032095101 2,873 42,000 SH   SOLE   0 0 42,000
RAYMOND JAMES FINL INC COM 754730109 2,650 20,400 SH   SOLE   0 0 20,400
WATERS CORP COM 941848103 2,523 7,300 SH   SOLE   0 0 7,300
AVANTOR INC COM 05352A100 2,415 68,000 SH   SOLE   0 0 68,000
ORGANON & CO COMMON STOCK 68622V106 2,350 77,670 SH   SOLE   0 0 77,670
DOVER CORP COM 260003108 2,289 15,200 SH   SOLE   0 0 15,200
DXC TECHNOLOGY CO COM 23355L106 2,173 55,800 SH   SOLE   0 0 55,800
CERNER CORP COM 156782104 2,149 27,495 SH   SOLE   0 0 27,495
AFFIRM HLDGS INC COM CL A 00827B106 1,673 24,839 SH   SOLE   0 0 24,839
BERKELEY LTS INC COM 084310101 1,388 30,980 SH   SOLE   0 0 30,980
LYFT INC CL A COM 55087P104 1,244 20,577 SH   SOLE   0 0 20,577
PTC INC COM 69370C100 1,172 8,300 SH   SOLE   0 0 8,300
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 787 12,100 SH   SOLE   0 0 12,100
SNOWFLAKE INC CL A 833445109 189 782 SH   SOLE   0 0 782
AIRBNB INC COM CL A 009066101 51 335 SH   SOLE   0 0 335