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 298,658 938,469 SH   SOLE N/A 938,469 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 333,056 1,712,547 SH   SOLE N/A 1,712,547 0 0
AMAZON COM INC COM 023135106 252,931 129,727 SH   SOLE N/A 129,727 0 0
ANAPLAN INC COM 03272L108 108,366 3,581,169 SH   SOLE N/A 3,581,169 0 0
ANTERO MIDSTREAM CORP COM 03676B102 1,982 944,000 SH   SOLE N/A 944,000 0 0
ATLASSIAN CORP PLC CL A G06242104 192,782 1,404,502 SH   SOLE N/A 1,404,502 0 0
AUTODESK INC COM 052769106 140,501 900,072 SH   SOLE N/A 900,072 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 272 1 SH   SOLE N/A 1 0 0
BK OF AMERICA CORP COM 060505104 187,328 8,823,752 SH   SOLE N/A 8,823,752 0 0
BOSTON SCIENTIFIC CORP COM 101137107 131,116 4,018,280 SH   SOLE N/A 4,018,280 0 0
CARS COM INC COM 14575E105 6,697 1,557,332 SH   SOLE N/A 1,557,332 0 0
CHEESECAKE FACTORY INC COM 163072101 7,737 453,000 SH   SOLE N/A 453,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 75,040 2,240,000 SH   SOLE N/A 2,240,000 0 0
COUPA SOFTWARE INC COM 22266L106 120,516 862,491 SH   SOLE N/A 862,491 0 0
CSX CORP COM 126408103 239,912 4,186,946 SH   SOLE N/A 4,186,946 0 0
DOMINOS PIZZA INC COM 25754A201 100,525 310,195 SH   SOLE N/A 310,195 0 0
EXPEDIA GROUP INC COM NEW 30212P303 59,815 1,063,000 SH   SOLE N/A 1,063,000 0 0
FACEBOOK INC CL A 30303M102 198,944 1,192,710 SH   SOLE N/A 1,192,710 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 425,176 3,495,364 SH   SOLE N/A 3,495,364 0 0
FISERV INC COM 337738108 129,222 1,360,372 SH   SOLE N/A 1,360,372 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 159,711 856,176 SH   SOLE N/A 856,176 0 0
GLOBAL PMTS INC COM 37940X102 173,504 1,202,965 SH   SOLE N/A 1,202,965 0 0
GODADDY INC CL A 380237107 8,362 146,416 SH   SOLE N/A 146,416 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 105,716 2,748,732 SH   SOLE N/A 2,748,732 0 0
HUMANA INC COM 444859102 89,699 285,649 SH   SOLE N/A 285,649 0 0
IQVIA HLDGS INC COM 46266C105 307,670 2,852,495 SH   SOLE N/A 2,852,495 0 0
JPMORGAN CHASE & CO COM 46625H100 90,929 1,009,985 SH   SOLE N/A 1,009,985 0 0
L BRANDS INC COM 501797104 95,528 8,263,638 SH   SOLE N/A 8,263,638 0 0
LINDE PLC SHS G5494J103 204,240 1,180,579 SH   SOLE N/A 1,180,579 0 0
LYFT INC CL A COM 55087P104 12,425 462,739 SH   SOLE N/A 462,739 0 0
MARATHON PETE CORP COM 56585A102 80,584 3,411,696 SH   SOLE N/A 3,411,696 0 0
MASTERCARD INC CL A 57636Q104 133,854 554,125 SH   SOLE N/A 554,125 0 0
MATCH GROUP INC COM 57665R106 29,242 442,792 SH   SOLE N/A 442,792 0 0
MICROSOFT CORP COM 594918104 417,301 2,646,005 SH   SOLE N/A 2,646,005 0 0
NETEASE INC SPONSORED ADS 64110W102 197,819 616,336 SH   SOLE N/A 616,336 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 10,910 870,000 SH   SOLE N/A 870,000 0 0
NRG ENERGY INC COM NEW 629377508 85,349 3,130,931 SH   SOLE N/A 3,130,931 0 0
OMNICOM GROUP INC COM 681919106 17,019 310,000 SH   SOLE N/A 310,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 57,468 2,973,009 SH   SOLE N/A 2,973,009 0 0
PG&E CORP COM 69331C108 38,619 4,295,821 SH   SOLE N/A 4,295,821 0 0
PLANET FITNESS INC CL A 72703H101 129,525 2,659,644 SH   SOLE N/A 2,659,644 0 0
SALESFORCE COM INC COM 79466L302 69,012 479,315 SH   SOLE N/A 479,315 0 0
SERVICENOW INC COM 81762P102 181,316 632,690 SH   SOLE N/A 632,690 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 81,872 553,000 SH   SOLE N/A 553,000 0 0
STONECO LTD COM CL A G85158106 46,649 2,142,795 SH   SOLE N/A 2,142,795 0 0
TRANSDIGM GROUP INC COM 893641100 55,478 173,266 SH   SOLE N/A 173,266 0 0
UNION PAC CORP COM 907818108 153,230 1,086,431 SH   SOLE N/A 1,086,431 0 0
UNITEDHEALTH GROUP INC COM 91324P102 171,433 687,438 SH   SOLE N/A 687,438 0 0
VISA INC COM CL A 92826C839 44,740 277,684 SH   SOLE N/A 277,684 0 0
WEX INC COM 96208T104 53,096 507,857 SH   SOLE N/A 507,857 0 0
WIX COM LTD SHS M98068105 182,713 1,812,268 SH   SOLE N/A 1,812,268 0 0
YELP INC CL A 985817105 23,764 1,318,000 SH   SOLE N/A 1,318,000 0 0