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
ACTIVISION BLIZZARD INC COM 00507V109 407,916 10,293,113 SH   SOLE   10,293,113 0 0
ADOBE SYS INC COM 00724F101 478,800 4,998,438 SH   SOLE   4,998,438 0 0
ALPHABET INC CAP STK CL A 02079K305 116,088 165,008 SH   SOLE   165,008 0 0
ALPHABET INC CAP STK CL C 02079K107 611,739 883,888 SH   SOLE   883,888 0 0
AMAZON COM INC COM 023135106 1,176,385 1,643,868 SH   SOLE   1,643,868 0 0
AMERICAN EXPRESS CO COM 025816109 1,519 25,000 SH   SOLE   25,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 554,058 4,207,607 SH   SOLE   4,207,607 0 0
ARISTA NETWORKS INC COM 040413106 120,485 1,871,465 SH   SOLE   1,871,465 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 1,381 100,000 SH Put SOLE   100,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,095,736 4,792,408 SH   SOLE   4,792,408 0 0
CHENIERE ENERGY INC COM NEW 16411R208 483,820 12,884,676 SH   SOLE   12,884,676 0 0
COMMSCOPE HLDG CO INC COM 20337X109 108,384 3,492,871 SH   SOLE   3,492,871 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,102,558 6,666,012 SH   SOLE   6,666,012 0 0
DOLLAR TREE INC COM 256746108 1,259,249 13,362,151 SH   SOLE   13,362,151 0 0
ELECTRONIC ARTS INC COM 285512109 269,354 3,555,356 SH   SOLE   3,555,356 0 0
EQUINIX INC COM PAR $0.001 29444U700 830,115 2,140,962 SH   SOLE   2,140,962 0 0
FACEBOOK INC CL A 30303M102 1,250,365 10,941,237 SH   SOLE   10,941,237 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 823,069 5,750,503 SH   SOLE   5,750,503 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 390,011 5,878,093 SH   SOLE   5,878,093 0 0
LULULEMON ATHLETICA INC COM 550021109 547,325 7,410,304 SH   SOLE   7,410,304 0 0
MASTERCARD INC CL A 57636Q104 437,534 4,968,587 SH   SOLE   4,968,587 0 0
MICROSOFT CORP COM 594918104 885,190 17,298,996 SH   SOLE   17,298,996 0 0
MOHAWK INDS INC COM 608190104 345,035 1,818,269 SH   SOLE   1,818,269 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 665,593 4,141,575 SH   SOLE   4,141,575 0 0
NIKE INC CL B 654106103 1,010,475 18,305,703 SH   SOLE   18,305,703 0 0
NORTHROP GRUMMAN CORP COM 666807102 588,390 2,647,065 SH   SOLE   2,647,065 0 0
PAYPAL HLDGS INC COM 70450Y103 404,535 11,080,118 SH   SOLE   11,080,118 0 0
PIONEER NAT RES CO COM 723787107 201,031 1,329,480 SH   SOLE   1,329,480 0 0
PRICELINE GRP INC COM NEW 741503403 1,399,165 1,120,758 SH   SOLE   1,120,758 0 0
PROSHARES TR II ULT VIX SHRT 74347W312 4,715 100,000 SH Put SOLE   100,000 0 0
SEARS HLDGS CORP COM 812350106 47,635 3,500,000 SH Put SOLE   3,500,000 0 0
SHERWIN WILLIAMS CO COM 824348106 335,861 1,143,668 SH   SOLE   1,143,668 0 0
SHIRE PLC SPONSORED ADR 82481R106 465,566 2,529,148 SH   SOLE   2,529,148 0 0
TRANSDIGM GROUP INC COM 893641100 627,693 2,380,420 SH   SOLE   2,380,420 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 812,024 3,332,886 SH   SOLE   3,332,886 0 0
VISA INC COM CL A 92826C839 534,600 7,207,771 SH   SOLE   7,207,771 0 0
VULCAN MATLS CO COM 929160109 454,084 3,772,719 SH   SOLE   3,772,719 0 0
YUM BRANDS INC COM 988498101 826,899 9,972,255 SH   SOLE   9,972,255 0 0