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 | 487,318 | 10,324,534 | SH | SOLE | 10,324,534 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 1,103,151 | 3,743,938 | SH | SOLE | 3,743,938 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 995,631 | 5,875,662 | SH | SOLE | 5,875,662 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 883,399 | 466,511 | SH | SOLE | 466,511 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 4,959 | 37,900 | SH | SOLE | 37,900 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 649,953 | 3,989,892 | SH | SOLE | 3,989,892 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 602,524 | 321,396 | SH | SOLE | 321,396 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 636,561 | 2,706,006 | SH | SOLE | 2,706,006 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 115,252 | 3,292,923 | SH | SOLE | 3,292,923 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 82,654 | 652,824 | SH | SOLE | 652,824 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 347,086 | 1,247,255 | SH | SOLE | 1,247,255 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 536,124 | 12,430,413 | SH | SOLE | 12,430,413 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 579,412 | 3,002,136 | SH | SOLE | 3,002,136 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 995,312 | 6,185,907 | SH | SOLE | 6,185,907 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 442,018 | 1,670,957 | SH | SOLE | 1,670,957 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 291,431 | 476,373 | SH | SOLE | 476,373 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 989,229 | 7,384,511 | SH | SOLE | 7,384,511 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 439,751 | 1,930,511 | SH | SOLE | 1,930,511 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 446,349 | 2,941,733 | SH | SOLE | 2,941,733 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 203,776 | 6,134,122 | SH | SOLE | 6,134,122 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 360,105 | 1,311,525 | SH | SOLE | 1,311,525 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 451,057 | 1,502,771 | SH | SOLE | 1,502,771 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 240,425 | 3,314,831 | SH | SOLE | 3,314,831 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 74,787 | 2,528,303 | SH | SOLE | 2,528,303 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 615,215 | 6,570,002 | SH | SOLE | 6,570,002 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 767,067 | 1,585,504 | SH | SOLE | 1,585,504 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 125,199 | 3,001,420 | SH | SOLE | 3,001,420 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 833,864 | 4,930,899 | SH | SOLE | 4,930,899 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 920,468 | 3,772,254 | SH | SOLE | 3,772,254 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 194,412 | 2,692,308 | SH | SOLE | 2,692,308 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 670,376 | 5,406,697 | SH | SOLE | 5,406,697 | 0 | 0 | ||