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 12,149 38,175 SH   SOLE N/A 38,175 0 0
ANSYS INC COM 03662Q105 11,141 47,923 SH   SOLE N/A 47,923 0 0
AVALARA INC COM 05338G106 3,223 43,200 SH   SOLE N/A 43,200 0 0
CARGURUS INC COM CL A 141788109 1,711 90,326 SH   SOLE N/A 90,326 0 0
CARVANA CO CL A 146869102 8,154 148,015 SH   SOLE N/A 148,015 0 0
CORPORACION AMER ARPTS S A COM L1995B107 999 540,000 SH   SOLE N/A 540,000 0 0
DOMINOS PIZZA INC COM 25754A201 10,636 32,821 SH   SOLE N/A 32,821 0 0
FERRARI N V COM N3167Y103 11,370 74,520 SH   SOLE N/A 74,520 0 0
FIVE BELOW INC COM 33829M101 4,592 65,243 SH   SOLE N/A 65,243 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,721 41,390 SH   SOLE N/A 41,390 0 0
ICICI BANK LIMITED ADR 45104G104 9,410 1,107,068 SH   SOLE N/A 1,107,068 0 0
LATAM AIRLS GROUP S A SPONSORED ADR 51817R106 717 270,500 SH   SOLE N/A 270,500 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 5,169 190,091 SH   SOLE N/A 190,091 0 0
MOODYS CORP COM 615369105 2,018 9,540 SH   SOLE N/A 9,540 0 0
NETFLIX INC COM 64110L106 6,275 16,710 SH   SOLE N/A 16,710 0 0
NIKE INC CL B 654106103 3,880 46,899 SH   SOLE N/A 46,899 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,282 66,335 SH   SOLE N/A 66,335 0 0
PROGYNY INC COM 74340E103 7,186 339,139 SH   SOLE N/A 339,139 0 0
S&P GLOBAL INC COM 78409V104 1,588 6,480 SH   SOLE N/A 6,480 0 0
SEA LTD SPONSORED ADS 81141R100 8,271 186,670 SH   SOLE N/A 186,670 0 0
SERVICENOW INC COM 81762P102 8,068 28,153 SH   SOLE N/A 28,153 0 0
SHOPIFY INC CL A 82509L107 12,430 29,812 SH   SOLE N/A 29,812 0 0
SYNOPSYS INC COM 871607107 8,764 68,050 SH   SOLE N/A 68,050 0 0
VISA INC COM CL A 92826C839 2,741 17,011 SH   SOLE N/A 17,011 0 0
XILINX INC COM 983919101 4,912 63,017 SH   SOLE N/A 63,017 0 0