The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE SYS INC | COM | 00724F101 | 15,697 | 152,475 | SH | SOLE | N/A | 152,475 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 22,894 | 28,890 | SH | SOLE | N/A | 28,890 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 18,454 | 24,610 | SH | SOLE | N/A | 24,610 | 0 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 16,396 | 155,150 | SH | SOLE | N/A | 155,150 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 19,210 | 278,200 | SH | SOLE | N/A | 278,200 | 0 | 0 | |
| DOLBY LABORATORIES INC | COM | 25659T107 | 14,022 | 310,300 | SH | SOLE | N/A | 310,300 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 4,955 | 64,200 | SH | SOLE | N/A | 64,200 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 17,103 | 428,000 | SH | SOLE | N/A | 428,000 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 5,061 | 588,500 | SH | SOLE | N/A | 588,500 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 16,029 | 2,140,000 | SH | SOLE | N/A | 2,140,000 | 0 | 0 | |
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 15,040 | 411,950 | SH | SOLE | N/A | 411,950 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 7,733 | 74,900 | SH | SOLE | N/A | 74,900 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 6,556 | 69,550 | SH | SOLE | N/A | 69,550 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 7,011 | 537,675 | SH | SOLE | N/A | 537,675 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 16,471 | 11,235 | SH | SOLE | N/A | 11,235 | 0 | 0 | |
| PROTO LABS INC | COM | 743713109 | 11,538 | 224,700 | SH | SOLE | N/A | 224,700 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 13,233 | 123,050 | SH | SOLE | N/A | 123,050 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 14,310 | 192,500 | SH | SOLE | N/A | 192,500 | 0 | 0 | |
| TATA MTRS LTD | SPONSORED ADR | 876568502 | 920 | 26,750 | SH | SOLE | N/A | 26,750 | 0 | 0 | |
| TRUECAR INC | COM | 89785L107 | 4,280 | 342,400 | SH | SOLE | N/A | 342,400 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 16,696 | 214,000 | SH | SOLE | N/A | 214,000 | 0 | 0 | |