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 INC | COM | 00724F101 | 15,203 | 67,200 | SH | SOLE | N/A | 67,200 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 6,326 | 4,212 | SH | SOLE | N/A | 4,212 | 0 | 0 | |
| ANSYS INC | COM | 03662Q105 | 6,962 | 48,708 | SH | SOLE | N/A | 48,708 | 0 | 0 | |
| AT HOME GROUP INC | COM | 04650Y100 | 4,635 | 248,400 | SH | SOLE | N/A | 248,400 | 0 | 0 | |
| BRINKS CO | COM | 109696104 | 9,147 | 141,480 | SH | SOLE | N/A | 141,480 | 0 | 0 | |
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 3,580 | 540,000 | SH | SOLE | N/A | 540,000 | 0 | 0 | |
| DOMINOS PIZZA INC | COM | 25754A201 | 11,784 | 47,520 | SH | SOLE | N/A | 47,520 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 11,720 | 117,856 | SH | SOLE | N/A | 117,856 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 9,614 | 93,960 | SH | SOLE | N/A | 93,960 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 10,029 | 54,000 | SH | SOLE | N/A | 54,000 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 15,725 | 1,528,200 | SH | SOLE | N/A | 1,528,200 | 0 | 0 | |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 8,274 | 151,396 | SH | SOLE | N/A | 151,396 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 8,002 | 118,800 | SH | SOLE | N/A | 118,800 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 5,747 | 41,040 | SH | SOLE | N/A | 41,040 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 2,731 | 145,800 | SH | SOLE | N/A | 145,800 | 0 | 0 | |
| ROKU INC | COM CL A | 77543R102 | 5,394 | 176,040 | SH | SOLE | N/A | 176,040 | 0 | 0 | |
| SEA LTD | ADR | 81141R100 | 3,973 | 351,000 | SH | SOLE | N/A | 351,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 10,192 | 57,240 | SH | SOLE | N/A | 57,240 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 6,953 | 50,220 | SH | SOLE | N/A | 50,220 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 8,051 | 61,020 | SH | SOLE | N/A | 61,020 | 0 | 0 | |
| WEX INC | COM | 96208T104 | 1,513 | 10,800 | SH | SOLE | N/A | 10,800 | 0 | 0 | |