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 | 1,206,720 | 4,528,199 | SH | SOLE | 4,528,199 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,029,079 | 5,640,334 | SH | SOLE | 5,640,334 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 521,441 | 444,419 | SH | SOLE | 444,419 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,160,445 | 651,661 | SH | SOLE | 651,661 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 536,036 | 3,440,100 | SH | SOLE | 3,440,100 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 560,807 | 321,396 | SH | SOLE | 321,396 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 663,300 | 3,219,436 | SH | SOLE | 3,219,436 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 864,807 | 4,932,455 | SH | SOLE | 4,932,455 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 598,462 | 7,998,686 | SH | SOLE | 7,998,686 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 271,776 | 6,567,812 | SH | SOLE | 6,567,812 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 806,893 | 4,840,683 | SH | SOLE | 4,840,683 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 1,108,816 | 7,708,139 | SH | SOLE | 7,708,139 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 657,256 | 2,791,487 | SH | SOLE | 2,791,487 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 338,761 | 667,206 | SH | SOLE | 667,206 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,065,592 | 9,035,031 | SH | SOLE | 9,035,031 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 650,886 | 3,091,361 | SH | SOLE | 3,091,361 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 310,439 | 1,960,213 | SH | SOLE | 1,960,213 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 170,831 | 7,263,222 | SH | SOLE | 7,263,222 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 420,486 | 1,705,894 | SH | SOLE | 1,705,894 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 8,265 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 8,990 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 85,439 | 2,078,303 | SH | SOLE | 2,078,303 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 715,207 | 6,776,002 | SH | SOLE | 6,776,002 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 754,192 | 1,661,253 | SH | SOLE | 1,661,253 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 430,139 | 6,435,350 | SH | SOLE | 6,435,350 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 554,010 | 3,313,454 | SH | SOLE | 3,313,454 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 883,885 | 3,574,718 | SH | SOLE | 3,574,718 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 13,632 | 157,091 | SH | SOLE | 157,091 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 710,610 | 5,955,497 | SH | SOLE | 5,955,497 | 0 | 0 | ||