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
ADOBE SYS INC COM 00724F101 9,165 64,800 SH   SOLE N/A 64,800 0 0
ALPHABET INC CAP STK CL A 02079K305 11,376 12,236 SH   SOLE N/A 12,236 0 0
AMAZON COM INC COM 023135106 9,409 9,720 SH   SOLE N/A 9,720 0 0
CARS COM INC COM 14575E105 6,759 253,800 SH   SOLE N/A 253,800 0 0
COMCAST CORP NEW CL A 20030N101 10,206 262,230 SH   SOLE N/A 262,230 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11,194 57,780 SH   SOLE N/A 57,780 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,654 86,400 SH   SOLE N/A 86,400 0 0
DOLBY LABORATORIES INC COM 25659T107 8,460 172,800 SH   SOLE N/A 172,800 0 0
EBAY INC COM 278642103 9,813 281,020 SH   SOLE N/A 281,020 0 0
EXPEDIA INC DEL COM NEW 30212P303 6,435 43,200 SH   SOLE N/A 43,200 0 0
FIVE BELOW INC COM 33829M101 6,932 140,400 SH   SOLE N/A 140,400 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 3,254 351,000 SH   SOLE N/A 351,000 0 0
GLOBANT S A COM L44385109 6,568 151,200 SH   SOLE N/A 151,200 0 0
ICICI BK LTD ADR 45104G104 14,531 1,620,000 SH   SOLE N/A 1,620,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 15,363 410,552 SH   SOLE N/A 410,552 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,876 48,380 SH   SOLE N/A 48,380 0 0
MIDDLEBY CORP COM 596278101 7,153 58,870 SH   SOLE N/A 58,870 0 0
MOODYS CORP COM 615369105 5,833 47,940 SH   SOLE N/A 47,940 0 0
PRICELINE GRP INC COM NEW 741503403 6,104 3,263 SH   SOLE N/A 3,263 0 0
PROTO LABS INC COM 743713109 3,268 48,600 SH   SOLE N/A 48,600 0 0
S&P GLOBAL INC COM 78409V104 6,307 43,200 SH   SOLE N/A 43,200 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,556 48,600 SH   SOLE N/A 48,600 0 0
SERVICENOW INC COM 81762P102 9,158 86,400 SH   SOLE N/A 86,400 0 0
VISA INC COM CL A 92826C839 10,129 108,013 SH   SOLE N/A 108,013 0 0