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 | 15,760 | 57,051 | SH | SOLE | N/A | 57,051 | 0 | 0 | |
| ANSYS INC | COM | 03662Q105 | 13,272 | 59,958 | SH | SOLE | N/A | 59,958 | 0 | 0 | |
| BRINKS CO | COM | 109696104 | 2,358 | 28,421 | SH | SOLE | N/A | 28,421 | 0 | 0 | |
| CARGURUS INC | COM CL A | 141788109 | 6,545 | 211,466 | SH | SOLE | N/A | 211,466 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 7,524 | 114,005 | SH | SOLE | N/A | 114,005 | 0 | 0 | |
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 2,469 | 545,000 | SH | SOLE | N/A | 545,000 | 0 | 0 | |
| DOMINOS PIZZA INC | COM | 25754A201 | 8,435 | 34,486 | SH | SOLE | N/A | 34,486 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 16,292 | 105,730 | SH | SOLE | N/A | 105,730 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 9,688 | 76,825 | SH | SOLE | N/A | 76,825 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 15,899 | 55,438 | SH | SOLE | N/A | 55,438 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 13,808 | 1,133,668 | SH | SOLE | N/A | 1,133,668 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 8,747 | 106,467 | SH | SOLE | N/A | 106,467 | 0 | 0 | |
| LATAM AIRLS GROUP S A | SPONSORED ADR | 51817R106 | 453 | 40,781 | SH | SOLE | N/A | 40,781 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 3,095 | 15,111 | SH | SOLE | N/A | 15,111 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 9,601 | 35,874 | SH | SOLE | N/A | 35,874 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 8,657 | 92,174 | SH | SOLE | N/A | 92,174 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 1,942 | 41,943 | SH | SOLE | N/A | 41,943 | 0 | 0 | |
| SEA LTD | SPONSORED ADS | 81141R100 | 6,318 | 204,125 | SH | SOLE | N/A | 204,125 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 10,605 | 41,777 | SH | SOLE | N/A | 41,777 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 10,057 | 32,269 | SH | SOLE | N/A | 32,269 | 0 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 2,858 | 20,821 | SH | SOLE | N/A | 20,821 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 4,922 | 28,615 | SH | SOLE | N/A | 28,615 | 0 | 0 | |