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
10X GENOMICS INC CL A COM 88025U109 10,073 67,623 SH   SOLE NONE 67,623 0 0
ACCENTURE PLC SHS CLASS A G1151C101 1,023 2,468 SH   SOLE NONE 2,468 0 0
ADOBE INC COM 00724F101 9,794 17,242 SH   SOLE NONE 17,242 0 0
AEVA TECHNOLOGIES INC COM 00835Q103 3,009 397,989 SH   SOLE NONE 397,989 0 0
AGNICO EAGLE MINES LTD COM 008474108 4,255 80,069 SH   SOLE NONE 80,069 0 0
ALBEMARLE CORP COM 012653101 559 2,391 SH   SOLE NONE 2,391 0 0
ALIBABA GROUP HOLDING SPONSORED ADS 01609W102 15,443 130,000 PRN Call SOLE NONE 130,000 0 0
ALPHABET INC CAP STK CL A 02079K305 294,692 101,713 SH   SOLE NONE 101,713 0 0
AMAZON.COM INC COM 023135106 474,290 142,242 SH   SOLE NONE 142,242 0 0
AMEDISYS INC COM 023436108 25,148 155,347 SH   SOLE NONE 155,347 0 0
AMYRIS INC COM NEW 03236M200 7,916 1,463,231 SH   SOLE NONE 1,463,231 0 0
ANSYS INC COM 03662Q105 14,973 37,276 SH   SOLE NONE 37,276 0 0
ANTHEM INC COM 036752103 341,218 736,096 SH   SOLE NONE 736,096 0 0
AUTODESK INC COM 052769106 17,045 60,600 SH   SOLE NONE 60,600 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 17,520 1,163,345 SH   SOLE NONE 1,163,345 0 0
BAIDU INC SPON ADR REP A 056752108 64,550 433,716 SH   SOLE NONE 433,716 0 0
BARRICK GOLD CORP COM 067901108 758 39,883 SH   SOLE NONE 39,883 0 0
BLOCK INC CL A 852234103 71,534 442,908 SH   SOLE NONE 442,908 0 0
BROWN & BROWN INC COM 115236101 1,928 27,429 SH   SOLE NONE 27,429 0 0
BROWN-FORMAN CORP CL B 115637209 9,550 131,072 SH   SOLE NONE 131,072 0 0
CHINDATA GROUP HOLDINGS ADS 16955F107 41,613 6,314,675 SH   SOLE NONE 6,314,675 0 0
CHURCH & DWIGHT CO INC COM 171340102 9,602 93,674 SH   SOLE NONE 93,674 0 0
CINTAS CORP COM 172908105 3,836 8,655 SH   SOLE NONE 8,655 0 0
CISCO SYSTEMS INC COM 17275R102 600 9,474 SH   SOLE NONE 9,474 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 6,836 2,485,652 SH   SOLE NONE 2,485,652 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 1,713 622,900 PRN Call SOLE NONE 622,900 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 16 5,700 PRN Call SOLE NONE 5,700 0 0
COLGATE-PALMOLIVE CO COM 194162103 9,654 113,126 SH   SOLE NONE 113,126 0 0
CONSTELLATION BRANDS INC CL A 21036P108 55,496 221,128 SH   SOLE NONE 221,128 0 0
COPART INC COM 217204106 3,861 25,468 SH   SOLE NONE 25,468 0 0
COSTCO WHOLESALE CORP COM 22160K105 94,570 166,586 SH   SOLE NONE 166,586 0 0
DANAHER CORP COM 235851102 223,173 678,318 SH   SOLE NONE 678,318 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 3,634 89,894 SH   SOLE NONE 89,894 0 0
DARLING INGREDIENTS INC COM 237266101 7,269 104,908 SH   SOLE NONE 104,908 0 0
DELL TECHNOLOGIES CL C 24703L202 14,166 252,200 SH   SOLE NONE 252,200 0 0
DERMTECH INC COM 24984K105 9,312 588,647 SH   SOLE NONE 588,647 0 0
ECOLAB INC COM 278865100 8,174 34,843 SH   SOLE NONE 34,843 0 0
EHANG HOLDINGS LTD ADS 26853E102 43,915 2,942,067 SH   SOLE NONE 2,942,067 0 0
ELECTRONIC ARTS INC COM 285512109 5,805 43,746 SH   SOLE NONE 43,746 0 0
ELI LILLY & CO COM 532457108 86,467 313,038 SH   SOLE NONE 313,038 0 0
ESTEE LAUDER COMPANIES CL A 518439104 13,818 37,381 SH   SOLE NONE 37,381 0 0
GARMIN LTD SHS H2906T109 2,613 19,189 SH   SOLE NONE 19,189 0 0
GDS HOLDINGS LTD SPONSORED ADS 36165L108 129,307 2,741,950 SH   SOLE NONE 2,741,950 0 0
GEOPARK LTD USD SHS G38327105 4,650 406,125 SH   SOLE NONE 406,125 0 0
GOODRX HOLDINGS INC COM CL A 38246G108 59,744 1,828,119 SH   SOLE NONE 1,828,119 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,844 28,345 SH   SOLE NONE 28,345 0 0
HELLO GROUP INC ADS 423403104 3,245 361,113 SH   SOLE NONE 361,113 0 0
HEXCEL CORP COM 428291108 4,909 94,770 SH   SOLE NONE 94,770 0 0
HILTON WORLDWIDE HOLDINGS IN COM 43300A203 1,022 6,554 SH   SOLE NONE 6,554 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 237,099 1,733,558 SH   SOLE NONE 1,733,558 0 0
INTUIT INC COM 461202103 9,281 14,428 SH   SOLE NONE 14,428 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,450 9,561 SH   SOLE NONE 9,561 0 0
JD.COM INC SPON ADR CL A 47215P106 479,886 6,848,549 SH   SOLE NONE 6,848,549 0 0
JOYY INC ADS REPSTG COM A 46591M109 60,429 1,330,294 SH   SOLE NONE 1,330,294 0 0
KINGSOFT CLOUD HOLDINGS ADS 49639K101 71,160 4,518,050 SH   SOLE NONE 4,518,050 0 0
LENNOX INTERNATIONAL INC COM 526107107 433 1,335 SH   SOLE NONE 1,335 0 0
LULULEMON ATHLETICA INC COM 550021109 24,681 63,011 SH   SOLE NONE 63,011 0 0
MARRIOTT INTERNATIONAL CL A 571903202 4,467 27,035 SH   SOLE NONE 27,035 0 0
MASIMO CORP COM 574795100 7,100 24,146 SH   SOLE NONE 24,146 0 0
MASTEC INC COM 576323109 9,018 97,721 SH   SOLE NONE 97,721 0 0
MASTERCARD INC CL A 57636Q104 157,172 437,385 SH   SOLE NONE 437,385 0 0
MATCH GROUP INC COM 57667L107 99,700 753,872 SH   SOLE NONE 753,872 0 0
MERCADOLIBRE INC COM 58733R102 252,961 187,595 SH   SOLE NONE 187,595 0 0
META PLATFORMS INC CL A 30303M102 357,007 1,061,390 SH   SOLE NONE 1,061,390 0 0
MICROSOFT CORP COM 594918104 353,403 1,050,630 SH   SOLE NONE 1,050,630 0 0
MINISO GROUP HOLDING LTD SPONSORED ADS 66981J102 50,087 4,844,763 SH   SOLE NONE 4,844,763 0 0
NATERA INC COM 632307104 13,209 141,441 SH   SOLE NONE 141,441 0 0
NETFLIX INC COM 64110L106 179,262 297,554 SH   SOLE NONE 297,554 0 0
NEW ORIENTAL EDUCATIO SPON ADR 647581107 31,475 14,988,043 SH   SOLE NONE 14,988,043 0 0
NEW YORK TIMES CO CL A 650111107 69,313 1,435,060 SH   SOLE NONE 1,435,060 0 0
NEWMONT CORP COM 651639106 678 10,931 SH   SOLE NONE 10,931 0 0
NIO INC SPON ADS 62914V106 8,449 266,692 SH   SOLE NONE 266,692 0 0
NIU TECHNOLOGIES ADS 65481N100 3,708 230,251 SH   SOLE NONE 230,251 0 0
NORDSON CORP COM 655663102 2,557 10,018 SH   SOLE NONE 10,018 0 0
NOV INC COM 62955J103 339 25,000 SH   SOLE NONE 25,000 0 0
NVIDIA CORP COM 67066G104 8,762 29,743 SH   SOLE NONE 29,743 0 0
OLINK HOLDING AB SPONSORED ADS 680710100 3,667 201,489 SH   SOLE NONE 201,489 0 0
ON SEMICONDUCTOR COM 682189105 10,553 155,380 SH   SOLE NONE 155,380 0 0
OZON HOLDINGS PLC SPONSORED ADS 69269L104 5,123 171,986 SH   SOLE NONE 171,986 0 0
PALO ALTO NETWORKS INC COM 697435105 278,285 499,757 SH   SOLE NONE 499,757 0 0
PAYCHEX INC COM 704326107 4,591 33,637 SH   SOLE NONE 33,637 0 0
PAYPAL HOLDINGS INC COM 70450Y103 4,486 23,686 SH   SOLE NONE 23,686 0 0
PERSHING SQUARE TONTINE COM CL A 71531R109 9,560 484,797 SH   SOLE NONE 484,797 0 0
PFIZER INC COM 717081103 114,281 1,935,320 SH   SOLE NONE 1,935,320 0 0
PROCTER & GAMBLE CO/THE COM 742718109 9,627 58,853 SH   SOLE NONE 58,853 0 0
PROTERRA INC COM 74374T109 848 96,032 SH   SOLE NONE 96,032 0 0
REGENXBIO INC COM 75901B107 1,516 46,369 SH   SOLE NONE 46,369 0 0
RESMED INC COM 761152107 9,589 36,748 SH   SOLE NONE 36,748 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 5,185 50,000 SH   SOLE NONE 50,000 0 0
SALESFORCE.COM INC COM 79466L302 318,570 1,253,561 SH   SOLE NONE 1,253,561 0 0
SCHRODINGER INC COM 80810D103 10,449 300,003 SH   SOLE NONE 300,003 0 0
SEA LTD SPONSORED ADS 81141R100 39,150 174,992 SH   SOLE NONE 174,992 0 0
SENSATA TECHNOLOGIES HOLDING SHS G8060N102 8,769 142,348 SH   SOLE NONE 142,348 0 0
SENTINELONE INC CL A 81730H109 25,924 513,440 SH   SOLE NONE 513,440 0 0
SERVICENOW INC COM 81762P102 76,490 117,835 SH   SOLE NONE 117,835 0 0
SNAP INC CL A 83304A106 24,967 530,880 SH   SOLE NONE 530,880 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,001 7,133 SH   SOLE NONE 7,133 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 248 3,025 SH   SOLE NONE 3,025 0 0
STRYKER CORP COM 863667101 157,010 587,068 SH   SOLE NONE 587,068 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104 8,687 311,152 SH   SOLE NONE 311,152 0 0
SUNRUN INC COM 86771W105 98,131 2,860,988 SH   SOLE NONE 2,860,988 0 0
SWEETGREEN INC COM CL A 87043Q108 320 10,000 SH   SOLE NONE 10,000 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 15,557 129,307 SH   SOLE NONE 129,307 0 0
TASKUS INC CLASS A COM 87652V109 8,633 159,579 SH   SOLE NONE 159,579 0 0
TDCX INC ADS 87190U100 574 30,000 SH   SOLE NONE 30,000 0 0
TESLA INC COM 88160R101 32,147 30,420 SH   SOLE NONE 30,420 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 25,649 38,451 SH   SOLE NONE 38,451 0 0
T-MOBILE US INC COM 872590104 283,112 2,441,030 SH   SOLE NONE 2,441,030 0 0
TPI COMPOSITES INC COM 87266J104 586 39,197 SH   SOLE NONE 39,197 0 0
TRANSUNION COM 89400J107 9,134 76,913 SH   SOLE NONE 76,913 0 0
TUYA INC SPONSERED ADS 90114C107 24,700 3,953,431 SH   SOLE NONE 3,953,431 0 0
UBER TECHNOLOGIES INC COM 90353T100 487,013 11,614,651 SH   SOLE NONE 11,614,651 0 0
ULTA BEAUTY INC COM 90384S303 81 200 SH   SOLE NONE 200 0 0
UNITEDHEALTH GROUP INC COM 91324P102 135,886 270,612 SH   SOLE NONE 270,612 0 0
VEEVA SYSTEMS INC CL A COM 922475108 3,604 14,108 SH   SOLE NONE 14,108 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 50,019 5,953,989 SH   SOLE NONE 5,953,989 0 0
VISA INC COM CL A 92826C839 517 2,386 SH   SOLE NONE 2,386 0 0
VMWARE INC CL A COM 928563402 1,528 13,184 SH   SOLE NONE 13,184 0 0
VNET GROUP INC SPONSORED ADS A 90138A103 1,456 161,294 SH   SOLE NONE 161,294 0 0
WALT DISNEY CO/THE COM 254687106 6,650 42,850 SH   SOLE NONE 42,850 0 0
WASTE MANAGEMENT INC COM 94106L109 12,797 76,675 SH   SOLE NONE 76,675 0 0
XPENG INC ADS 98422D105 29,322 582,589 SH   SOLE NONE 582,589 0 0
YANDEX NV SHS CLASS A N97284108 50,470 833,940 SH   SOLE NONE 833,940 0 0
ZOETIS INC CL A 98978V103 10,552 43,189 SH   SOLE NONE 43,189 0 0