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 | 595,053 | 11,244,387 | SH | SOLE | 11,244,387 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 981,692 | 3,553,638 | SH | SOLE | 3,553,638 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,219,535 | 7,292,562 | SH | SOLE | 7,292,562 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,079,700 | 621,979 | SH | SOLE | 621,979 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 261,105 | 2,081,512 | SH | SOLE | 2,081,512 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 665,802 | 4,507,799 | SH | SOLE | 4,507,799 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 414,615 | 211,257 | SH | SOLE | 211,257 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 416,019 | 1,870,085 | SH | SOLE | 1,870,085 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 124,658 | 5,071,531 | SH | SOLE | 5,071,531 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 180,895 | 1,396,116 | SH | SOLE | 1,396,116 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 532,654 | 2,177,742 | SH | SOLE | 2,177,742 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 175,725 | 3,333,812 | SH | SOLE | 3,333,812 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 431,681 | 3,068,747 | SH | SOLE | 3,068,747 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 346,969 | 1,948,388 | SH | SOLE | 1,948,388 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 581,205 | 3,655,380 | SH | SOLE | 3,655,380 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 79,568 | 2,101,639 | SH | SOLE | 2,101,639 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 406,194 | 1,588,743 | SH | SOLE | 1,588,743 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 530,181 | 3,549,209 | SH | SOLE | 3,549,209 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 436,483 | 1,607,257 | SH | SOLE | 1,607,257 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 20,232 | 737,593 | SH | SOLE | 737,593 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 319,943 | 580,417 | SH | SOLE | 580,417 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 842,459 | 6,059,549 | SH | SOLE | 6,059,549 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 630,255 | 2,355,038 | SH | SOLE | 2,355,038 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 422,471 | 1,724,511 | SH | SOLE | 1,724,511 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 757,751 | 5,104,760 | SH | SOLE | 5,104,760 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 212,386 | 6,862,222 | SH | SOLE | 6,862,222 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 430,993 | 1,697,825 | SH | SOLE | 1,697,825 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 429,209 | 1,377,171 | SH | SOLE | 1,377,171 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 18,235 | 506,100 | SH | SOLE | 506,100 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 496,227 | 8,010,127 | SH | SOLE | 8,010,127 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 591,154 | 6,381,880 | SH | SOLE | 6,381,880 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 668,570 | 1,284,058 | SH | SOLE | 1,284,058 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 1,741 | 15,835 | SH | SOLE | 15,835 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 84,810 | 3,001,420 | SH | SOLE | 3,001,420 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 416,253 | 2,569,779 | SH | SOLE | 2,569,779 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 984,211 | 4,528,854 | SH | SOLE | 4,528,854 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 210,546 | 2,959,183 | SH | SOLE | 2,959,183 | 0 | 0 | ||