The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 19,757 | 118,268 | SH | SOLE | 118,268 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 27,701 | 168,128 | SH | SOLE | 168,128 | 0 | 0 | ||
| AMETEK INC NEW | COM | 031100100 | 45,924 | 580,435 | SH | SOLE | 580,435 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 16,402 | 195,500 | SH | SOLE | 195,500 | 0 | 0 | ||
| AZUL S A | SPONSR ADR PFD | 05501U106 | 15,433 | 867,501 | SH | SOLE | 867,501 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 23,374 | 11,781 | SH | SOLE | 11,781 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 16,014 | 311,687 | SH | SOLE | 311,687 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 14,638 | 825,155 | SH | SOLE | 825,155 | 0 | 0 | ||
| IDEX CORP | COM | 45167R104 | 24,813 | 164,693 | SH | SOLE | 164,693 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 18,928 | 215,485 | SH | SOLE | 215,485 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 19,235 | 119,748 | SH | SOLE | 119,748 | 0 | 0 | ||
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 29,611 | 393,031 | SH | SOLE | 393,031 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 7,786 | 485,724 | SH | SOLE | 485,724 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 28,220 | 402,102 | SH | SOLE | 402,102 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 37,304 | 100,200 | SH | SOLE | 100,200 | 0 | 0 | ||