The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 273,861 830,360 SH   SOLE N/A 830,360 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 391,876 1,847,599 SH   SOLE N/A 1,847,599 0 0
ALIGN TECHNOLOGY INC COM 016255101 6,352 22,764 SH   SOLE N/A 22,764 0 0
AMAZON COM INC COM 023135106 261,504 141,519 SH   SOLE N/A 141,519 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 6,254 76,232 SH   SOLE N/A 76,232 0 0
ATLASSIAN CORP PLC CL A G06242104 121,393 1,008,748 SH   SOLE N/A 1,008,748 0 0
AUTODESK INC COM 052769106 125,065 681,702 SH   SOLE N/A 681,702 0 0
BANK AMER CORP COM 060505104 534,681 15,181,183 SH   SOLE N/A 15,181,183 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH   SOLE N/A 1 0 0
BOEING CO COM 097023105 114,840 352,530 SH   SOLE N/A 352,530 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 6,225 41,423 SH   SOLE N/A 41,423 0 0
BURLINGTON STORES INC COM 122017106 6,291 27,589 SH   SOLE N/A 27,589 0 0
CARS COM INC COM 14575E105 19,072 1,560,680 SH   SOLE N/A 1,560,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208 318,936 5,222,473 SH   SOLE N/A 5,222,473 0 0
CITIGROUP INC COM NEW 172967424 386,182 4,833,920 SH   SOLE N/A 4,833,920 0 0
COPART INC COM 217204106 6,294 69,210 SH   SOLE N/A 69,210 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,245 21,248 SH   SOLE N/A 21,248 0 0
COUPA SOFTWARE INC COM 22266L106 92,555 632,856 SH   SOLE N/A 632,856 0 0
CSX CORP COM 126408103 346,601 4,789,955 SH   SOLE N/A 4,789,955 0 0
DOMINOS PIZZA INC COM 25754A201 132,599 451,355 SH   SOLE N/A 451,355 0 0
EDISON INTL COM 281020107 84,921 1,126,126 SH   SOLE N/A 1,126,126 0 0
FACEBOOK INC CL A 30303M102 219,468 1,069,273 SH   SOLE N/A 1,069,273 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 429,883 3,090,680 SH   SOLE N/A 3,090,680 0 0
FISERV INC COM 337738108 151,867 1,313,391 SH   SOLE N/A 1,313,391 0 0
FIVE BELOW INC COM 33829M101 6,394 50,008 SH   SOLE N/A 50,008 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 210,498 731,606 SH   SOLE N/A 731,606 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 6,278 123,558 SH   SOLE N/A 123,558 0 0
GLOBAL PMTS INC COM 37940X102 218,250 1,195,496 SH   SOLE N/A 1,195,496 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 120,951 1,908,653 SH   SOLE N/A 1,908,653 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,249 56,340 SH   SOLE N/A 56,340 0 0
HOME DEPOT INC COM 437076102 6,186 28,328 SH   SOLE N/A 28,328 0 0
IAC INTERACTIVECORP COM 44919P508 64,669 259,599 SH   SOLE N/A 259,599 0 0
IQVIA HLDGS INC COM 46266C105 324,520 2,100,319 SH   SOLE N/A 2,100,319 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 11,676 700,000 SH   SOLE N/A 700,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 112,175 2,500,000 SH Call SOLE N/A 2,500,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598 35,150 1,000,000 SH   SOLE N/A 1,000,000 0 0
ISHARES TR MSCI UK ETF NEW 46435G334 34,100 1,000,000 SH Call SOLE N/A 1,000,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 165,670 1,000,000 SH Call SOLE N/A 1,000,000 0 0
JPMORGAN CHASE & CO COM 46625H100 240,237 1,723,363 SH   SOLE N/A 1,723,363 0 0
LAMB WESTON HLDGS INC COM 513272104 6,286 73,072 SH   SOLE N/A 73,072 0 0
LINDE PLC SHS G5494J103 272,715 1,280,953 SH   SOLE N/A 1,280,953 0 0
LULULEMON ATHLETICA INC COM 550021109 6,288 27,143 SH   SOLE N/A 27,143 0 0
MARATHON PETE CORP COM 56585A102 271,321 4,503,259 SH   SOLE N/A 4,503,259 0 0
MARRIOTT INTL INC NEW CL A 571903202 6,288 41,521 SH   SOLE N/A 41,521 0 0
MASTERCARD INC CL A 57636Q104 78,197 261,887 SH   SOLE N/A 261,887 0 0
MCDERMOTT INTL INC COM 580037703 677 1,000,000 SH   SOLE N/A 1,000,000 0 0
MICROSOFT CORP COM 594918104 430,168 2,727,761 SH   SOLE N/A 2,727,761 0 0
NETEASE INC SPONSORED ADS 64110W102 210,013 684,886 SH   SOLE N/A 684,886 0 0
NETFLIX INC COM 64110L106 60,470 186,883 SH   SOLE N/A 186,883 0 0
NIKE INC CL B 654106103 6,336 62,536 SH   SOLE N/A 62,536 0 0
NORFOLK SOUTHERN CORP COM 655844108 93,173 479,952 SH   SOLE N/A 479,952 0 0
NRG ENERGY INC COM NEW 629377508 181,145 4,557,099 SH   SOLE N/A 4,557,099 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,235 14,227 SH   SOLE N/A 14,227 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 88,456 2,589,463 SH   SOLE N/A 2,589,463 0 0
PG&E CORP COM 69331C108 57,711 5,309,195 SH   SOLE N/A 5,309,195 0 0
PLANET FITNESS INC CL A 72703H101 99,612 1,333,857 SH   SOLE N/A 1,333,857 0 0
RANGE RES CORP COM 75281A109 9,458 1,950,000 SH   SOLE N/A 1,950,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 211,312 3,313,657 SH   SOLE N/A 3,313,657 0 0
ROSS STORES INC COM 778296103 6,331 54,383 SH   SOLE N/A 54,383 0 0
SERVICENOW INC COM 81762P102 185,863 658,342 SH   SOLE N/A 658,342 0 0
SHERWIN WILLIAMS CO COM 824348106 6,307 10,809 SH   SOLE N/A 10,809 0 0
SNAP INC CL A 83304A106 46,034 2,819,000 SH   SOLE N/A 2,819,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 142,900 1,000,000 SH Call SOLE N/A 1,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 160,930 500,000 SH Put SOLE N/A 500,000 0 0
STARBUCKS CORP COM 855244109 6,234 70,906 SH   SOLE N/A 70,906 0 0
STITCH FIX INC COM CL A 860897107 58,218 2,268,804 SH   SOLE N/A 2,268,804 0 0
STONECO LTD COM CL A G85158106 82,524 2,068,791 SH   SOLE N/A 2,068,791 0 0
TJX COS INC NEW COM 872540109 6,334 103,731 SH   SOLE N/A 103,731 0 0
TRANSDIGM GROUP INC COM 893641100 126,655 226,170 SH   SOLE N/A 226,170 0 0
ULTA BEAUTY INC COM 90384S303 43,261 170,897 SH   SOLE N/A 170,897 0 0
UNION PACIFIC CORP COM 907818108 235,931 1,304,998 SH   SOLE N/A 1,304,998 0 0
VISA INC COM CL A 92826C839 73,910 393,348 SH   SOLE N/A 393,348 0 0
WIX COM LTD SHS M98068105 249,585 2,039,426 SH   SOLE N/A 2,039,426 0 0