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 | 15,310 | 46,421 | SH | SOLE | N/A | 46,421 | 0 | 0 | |
| ANSYS INC | COM | 03662Q105 | 15,048 | 58,458 | SH | SOLE | N/A | 58,458 | 0 | 0 | |
| CARGURUS INC | COM CL A | 141788109 | 7,439 | 211,466 | SH | SOLE | N/A | 211,466 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 10,540 | 114,505 | SH | SOLE | N/A | 114,505 | 0 | 0 | |
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 3,270 | 545,000 | SH | SOLE | N/A | 545,000 | 0 | 0 | |
| DOMINOS PIZZA INC | COM | 25754A201 | 9,732 | 33,126 | SH | SOLE | N/A | 33,126 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 17,503 | 105,730 | SH | SOLE | N/A | 105,730 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 9,660 | 75,555 | SH | SOLE | N/A | 75,555 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 15,951 | 55,438 | SH | SOLE | N/A | 55,438 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 16,614 | 1,100,968 | SH | SOLE | N/A | 1,100,968 | 0 | 0 | |
| LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 6,085 | 154,600 | SH | SOLE | N/A | 154,600 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 357 | 1,503 | SH | SOLE | N/A | 1,503 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 10,394 | 32,124 | SH | SOLE | N/A | 32,124 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 7,004 | 69,134 | SH | SOLE | N/A | 69,134 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 2,287 | 66,949 | SH | SOLE | N/A | 66,949 | 0 | 0 | |
| PROGYNY INC | COM | 74340E103 | 7,897 | 287,700 | SH | SOLE | N/A | 287,700 | 0 | 0 | |
| SEA LTD | SPONSORED ADS | 81141R100 | 9,623 | 239,264 | SH | SOLE | N/A | 239,264 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 10,564 | 37,417 | SH | SOLE | N/A | 37,417 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 15,430 | 38,809 | SH | SOLE | N/A | 38,809 | 0 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 4,112 | 29,541 | SH | SOLE | N/A | 29,541 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 5,377 | 28,615 | SH | SOLE | N/A | 28,615 | 0 | 0 | |
| XILINX INC | COM | 983919101 | 1,955 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | |