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 10,220 58,320 SH   SOLE N/A 58,320 0 0
ALPHABET INC CAP STK CL A 02079K305 10,218 9,700 SH   SOLE N/A 9,700 0 0
AMAZON COM INC COM 023135106 6,365 5,443 SH   SOLE N/A 5,443 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 263 5,800 SH   SOLE N/A 5,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 15,749 68,904 SH   SOLE N/A 68,904 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,111 11,340 SH   SOLE N/A 11,340 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 10,240 232,200 SH   SOLE N/A 232,200 0 0
DARDEN RESTAURANTS INC COM 237194105 1,037 10,800 SH   SOLE N/A 10,800 0 0
DOMINOS PIZZA INC COM 25754A201 10,408 55,080 SH   SOLE N/A 55,080 0 0
EXPEDIA INC DEL COM NEW 30212P303 6,086 50,810 SH   SOLE N/A 50,810 0 0
FERRARI N V COM N3167Y103 12,687 121,015 SH   SOLE N/A 121,015 0 0
FIVE BELOW INC COM 33829M101 6,446 97,200 SH   SOLE N/A 97,200 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,156 21,600 SH   SOLE N/A 21,600 0 0
ICICI BK LTD ADR 45104G104 11,728 1,205,300 SH   SOLE N/A 1,205,300 0 0
IMAX CORP COM 45245E109 2,500 108,000 SH   SOLE N/A 108,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 11,660 196,932 SH   SOLE N/A 196,932 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,380 28,940 SH   SOLE N/A 28,940 0 0
MIDDLEBY CORP COM 596278101 5,831 43,209 SH   SOLE N/A 43,209 0 0
MOODYS CORP COM 615369105 7,174 48,600 SH   SOLE N/A 48,600 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 3,575 108,000 SH   SOLE N/A 108,000 0 0
QUDIAN INC ADR 747798106 1,490 118,800 SH   SOLE N/A 118,800 0 0
S&P GLOBAL INC COM 78409V104 6,449 38,070 SH   SOLE N/A 38,070 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,175 37,799 SH   SOLE N/A 37,799 0 0
SERVICENOW INC COM 81762P102 9,914 76,035 SH   SOLE N/A 76,035 0 0
TRIPADVISOR INC COM 896945201 1,861 54,000 SH   SOLE N/A 54,000 0 0
VISA INC COM CL A 92826C839 8,369 73,403 SH   SOLE N/A 73,403 0 0
WEX INC COM 96208T104 12,644 89,530 SH   SOLE N/A 89,530 0 0