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 | 10,754 | 72,090 | SH | SOLE | N/A | 72,090 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 10,495 | 10,778 | SH | SOLE | N/A | 10,778 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 3,115 | 3,240 | SH | SOLE | N/A | 3,240 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 13,743 | 68,904 | SH | SOLE | N/A | 68,904 | 0 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 10,537 | 199,800 | SH | SOLE | N/A | 199,800 | 0 | 0 | |
| DESPEGAR COM CORP | ORD SHS | G27358103 | 960 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 9,147 | 237,820 | SH | SOLE | N/A | 237,820 | 0 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 6,529 | 45,360 | SH | SOLE | N/A | 45,360 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 11,783 | 106,650 | SH | SOLE | N/A | 106,650 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 5,927 | 108,000 | SH | SOLE | N/A | 108,000 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 11,094 | 1,296,000 | SH | SOLE | N/A | 1,296,000 | 0 | 0 | |
| IMAX CORP | COM | 45245E109 | 6,116 | 270,000 | SH | SOLE | N/A | 270,000 | 0 | 0 | |
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 16,059 | 356,552 | SH | SOLE | N/A | 356,552 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 4,544 | 32,180 | SH | SOLE | N/A | 32,180 | 0 | 0 | |
| MIDDLEBY CORP | COM | 596278101 | 6,948 | 54,210 | SH | SOLE | N/A | 54,210 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 7,780 | 55,890 | SH | SOLE | N/A | 55,890 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 5,974 | 3,263 | SH | SOLE | N/A | 3,263 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 6,753 | 43,200 | SH | SOLE | N/A | 43,200 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 8,673 | 60,210 | SH | SOLE | N/A | 60,210 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 11,329 | 96,390 | SH | SOLE | N/A | 96,390 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 10,231 | 97,213 | SH | SOLE | N/A | 97,213 | 0 | 0 | |
| WEX INC | COM | 96208T104 | 8,484 | 75,600 | SH | SOLE | N/A | 75,600 | 0 | 0 | |