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 | 12,902 | 52,920 | SH | SOLE | N/A | 52,920 | 0 | 0 | |
| ALTAIR ENGR INC | COM CL A | 021369103 | 1,162 | 34,000 | SH | SOLE | N/A | 34,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 8,628 | 5,076 | SH | SOLE | N/A | 5,076 | 0 | 0 | |
| BEST BUY INC | COM | 086516101 | 1,611 | 21,600 | SH | SOLE | N/A | 21,600 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 7,119 | 32,526 | SH | SOLE | N/A | 32,526 | 0 | 0 | |
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 4,270 | 505,916 | SH | SOLE | N/A | 505,916 | 0 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 5,658 | 118,800 | SH | SOLE | N/A | 118,800 | 0 | 0 | |
| DOMINOS PIZZA INC | COM | 25754A201 | 10,971 | 38,880 | SH | SOLE | N/A | 38,880 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 14,735 | 109,140 | SH | SOLE | N/A | 109,140 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 8,442 | 86,400 | SH | SOLE | N/A | 86,400 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 5,758 | 27,335 | SH | SOLE | N/A | 27,335 | 0 | 0 | |
| GREENTREE HOSPITALTY GROUP L | SPONSORED ADS | 39579V100 | 4,214 | 232,948 | SH | SOLE | N/A | 232,948 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 13,009 | 1,620,000 | SH | SOLE | N/A | 1,620,000 | 0 | 0 | |
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 6,969 | 108,196 | SH | SOLE | N/A | 108,196 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 10,370 | 124,038 | SH | SOLE | N/A | 124,038 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 9,394 | 55,080 | SH | SOLE | N/A | 55,080 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 9,131 | 23,328 | SH | SOLE | N/A | 23,328 | 0 | 0 | |
| QUDIAN INC | ADR | 747798106 | 947 | 106,925 | SH | SOLE | N/A | 106,925 | 0 | 0 | |
| SEA LTD | ADR | 81141R100 | 5,508 | 367,200 | SH | SOLE | N/A | 367,200 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 10,617 | 61,560 | SH | SOLE | N/A | 61,560 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 6,066 | 41,580 | SH | SOLE | N/A | 41,580 | 0 | 0 | |
| STITCH FIX INC | COM CL A | 860897107 | 4,445 | 162,000 | SH | SOLE | N/A | 162,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 10,728 | 81,000 | SH | SOLE | N/A | 81,000 | 0 | 0 | |
| WEX INC | COM | 96208T104 | 12,632 | 66,315 | SH | SOLE | N/A | 66,315 | 0 | 0 | |