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 939,067 2,847,297 SH   SOLE   2,847,297 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,323,459 6,239,786 SH   SOLE   6,239,786 0 0
ALTRIA GROUP INC COM 02209S103 176,514 3,536,654 SH   SOLE   3,536,654 0 0
AMAZON COM INC COM 023135106 952,569 515,504 SH   SOLE   515,504 0 0
ATLASSIAN CORP PLC CL A G06242104 336,923 2,799,760 SH   SOLE   2,799,760 0 0
AUTODESK INC COM 052769106 603,252 3,288,196 SH   SOLE   3,288,196 0 0
CANADIAN PAC RY LTD COM 13645T100 476,778 1,870,085 SH   SOLE   1,870,085 0 0
CARVANA CO CL A 146869102 92,318 1,002,910 SH   SOLE   1,002,910 0 0
CHEWY INC CL A 16679L109 147,074 5,071,531 SH   SOLE   5,071,531 0 0
COUPA SOFTWARE INC COM 22266L106 341,759 2,336,812 SH   SOLE   2,336,812 0 0
CSX CORP COM 126408103 868 12,000 SH   SOLE   12,000 0 0
CSX CORP COM 126408103 97,541 1,348,000 SH Call SOLE   1,348,000 0 0
DEXCOM INC COM 252131107 231,623 1,058,895 SH   SOLE   1,058,895 0 0
DOMINOS PIZZA INC COM 25754A201 508,572 1,731,133 SH   SOLE   1,731,133 0 0
EQUIFAX INC COM 294429105 483,178 3,448,313 SH   SOLE   3,448,313 0 0
FACEBOOK INC CL A 30303M102 703,166 3,425,898 SH   SOLE   3,425,898 0 0
GLOBAL PMTS INC COM 37940X102 592,447 3,245,218 SH   SOLE   3,245,218 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 185,564 3,892,688 SH   SOLE   3,892,688 0 0
HUBSPOT INC COM 443573100 35,765 225,647 SH   SOLE   225,647 0 0
HUMANA INC COM 444859102 539,801 1,472,775 SH   SOLE   1,472,775 0 0
IAC INTERACTIVECORP COM 44919P508 99,081 397,739 SH   SOLE   397,739 0 0
ILLUMINA INC COM 452327109 172,441 519,808 SH   SOLE   519,808 0 0
IQVIA HLDGS INC COM 46266C105 476,227 3,082,174 SH   SOLE   3,082,174 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 238,811 6,067,357 SH   SOLE   6,067,357 0 0
MASTERCARD INC CL A 57636Q104 712,464 2,386,096 SH   SOLE   2,386,096 0 0
MATCH GROUP INC COM 57665R106 249,379 3,037,131 SH   SOLE   3,037,131 0 0
MEDALLIA INC COM 584021109 22,947 737,593 SH   SOLE   737,593 0 0
MERCADOLIBRE INC COM 58733R102 555,210 970,749 SH   SOLE   970,749 0 0
MICROSOFT CORP COM 594918104 799,389 5,069,049 SH   SOLE   5,069,049 0 0
NETFLIX INC COM 64110L106 806,701 2,493,127 SH   SOLE   2,493,127 0 0
PAYPAL HLDGS INC COM 70450Y103 363,918 3,364,320 SH   SOLE   3,364,320 0 0
SALESFORCE COM INC COM 79466L302 673,442 4,140,694 SH   SOLE   4,140,694 0 0
SEA LTD SPONSORED ADS 81141R100 247,973 6,165,422 SH   SOLE   6,165,422 0 0
SERVICENOW INC COM 81762P102 435,475 1,542,489 SH   SOLE   1,542,489 0 0
SHOPIFY INC CL A 82509L107 720,674 1,812,652 SH   SOLE   1,812,652 0 0
SQUARE INC CL A 852234103 550,442 8,798,626 SH   SOLE   8,798,626 0 0
TRANSDIGM GROUP INC COM 893641100 702,480 1,254,428 SH   SOLE   1,254,428 0 0
UBER TECHNOLOGIES INC COM 90353T100 91,746 3,084,950 SH   SOLE   3,084,950 0 0
UNDER ARMOUR INC CL A 904311107 193,958 8,979,557 SH   SOLE   8,979,557 0 0
UNION PACIFIC CORP COM 907818108 583,988 3,230,202 SH   SOLE   3,230,202 0 0
UNION PACIFIC CORP COM 907818108 102,201 565,300 SH Call SOLE   565,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,247,373 4,243,054 SH   SOLE   4,243,054 0 0
XP INC CL A G98239109 46,224 1,200,000 SH   SOLE   1,200,000 0 0