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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 1,088,143 | 14,257,637 | SH | SOLE | 14,257,637 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 1,086,506 | 4,456,362 | SH | SOLE | 4,456,362 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,186,408 | 6,394,697 | SH | SOLE | 6,394,697 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 733,878 | 657,803 | SH | SOLE | 657,803 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 721,912 | 424,704 | SH | SOLE | 424,704 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 1,076,506 | 531,060 | SH | SOLE | 531,060 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 523,726 | 2,861,578 | SH | SOLE | 2,861,578 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 848,742 | 3,877,836 | SH | SOLE | 3,877,836 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 841,401 | 13,192,235 | SH | SOLE | 13,192,235 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 614,854 | 7,233,575 | SH | SOLE | 7,233,575 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 890,883 | 6,317,420 | SH | SOLE | 6,317,420 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 661,572 | 3,404,550 | SH | SOLE | 3,404,550 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 213,388 | 1,012,996 | SH | SOLE | 1,012,996 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 1,010,191 | 10,120,122 | SH | SOLE | 10,120,122 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 649,435 | 2,172,531 | SH | SOLE | 2,172,531 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,233,066 | 12,504,471 | SH | SOLE | 12,504,471 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 102,222 | 477,072 | SH | SOLE | 477,072 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 505,727 | 2,134,768 | SH | SOLE | 2,134,768 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 88,498 | 3,189,119 | SH | SOLE | 3,189,119 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 526,323 | 6,320,681 | SH | SOLE | 6,320,681 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 579,273 | 3,508,194 | SH | SOLE | 3,508,194 | 0 | 0 | ||
| SEA LTD | ADR | 81141R100 | 59,448 | 3,963,222 | SH | SOLE | 3,963,222 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 519,868 | 3,014,253 | SH | SOLE | 3,014,253 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 166,093 | 2,694,573 | SH | SOLE | 2,694,573 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 608,072 | 1,761,813 | SH | SOLE | 1,761,813 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 725,699 | 10,129,801 | SH | SOLE | 10,129,801 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,011,148 | 4,121,415 | SH | SOLE | 4,121,415 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 635,633 | 3,798,454 | SH | SOLE | 3,798,454 | 0 | 0 | ||