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 | 729,818 | 15,671,412 | SH | SOLE | 15,671,412 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 1,160,113 | 5,127,799 | SH | SOLE | 5,127,799 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 851,250 | 6,210,334 | SH | SOLE | 6,210,334 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,113,953 | 741,661 | SH | SOLE | 741,661 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 493,375 | 3,836,207 | SH | SOLE | 3,836,207 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 608,869 | 353,496 | SH | SOLE | 353,496 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 615,608 | 3,465,872 | SH | SOLE | 3,465,872 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 829,856 | 5,160,154 | SH | SOLE | 5,160,154 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 599,273 | 9,645,475 | SH | SOLE | 9,645,475 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 874,340 | 6,669,767 | SH | SOLE | 6,669,767 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 895,455 | 7,708,139 | SH | SOLE | 7,708,139 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 555,496 | 2,944,587 | SH | SOLE | 2,944,587 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 132,012 | 450,784 | SH | SOLE | 450,784 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,025,559 | 10,097,064 | SH | SOLE | 10,097,064 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 20,444 | 3,736,290 | SH | SOLE | 3,736,290 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 484,569 | 5,762,509 | SH | SOLE | 5,762,509 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 90,126 | 658,000 | SH | SOLE | 658,000 | 0 | 0 | ||
| SEA LTD | ADR | 81141R100 | 44,864 | 3,963,222 | SH | SOLE | 3,963,222 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 470,429 | 2,642,117 | SH | SOLE | 2,642,117 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 57,468 | 3,116,475 | SH | SOLE | 3,116,475 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 545,536 | 6,776,002 | SH | SOLE | 6,776,002 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 517,748 | 1,522,520 | SH | SOLE | 1,522,520 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 575,087 | 10,124,771 | SH | SOLE | 10,124,771 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 890,534 | 3,574,718 | SH | SOLE | 3,574,718 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 589,058 | 5,955,497 | SH | SOLE | 5,955,497 | 0 | 0 | ||