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

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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
ARCONIC INC COM 03965L100 331,802 20,660,173 SH   SOLE   20,660,173 0 0
ADOBE INC COM 00724F101 844,434 2,653,450 SH   SOLE   2,653,450 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,232,339 6,336,587 SH   SOLE   6,336,587 0 0
AMAZON COM INC COM 023135106 1,136,630 582,971 SH   SOLE   582,971 0 0
ANAPLAN INC COM 03272L108 66,572 2,200,000 SH   SOLE   2,200,000 0 0
ATLASSIAN CORP PLC CL A G06242104 190,597 1,388,586 SH   SOLE   1,388,586 0 0
AUTODESK INC COM 052769106 628,054 4,023,409 SH   SOLE   4,023,409 0 0
BARCLAYS BK PLC SHRT TRM ETN 48 06746P621 416,250 9,000,000 SH Put SOLE   9,000,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 85,099 1,288,594 SH   SOLE   1,288,594 0 0
CANADIAN PAC RY LTD COM 13645T100 500,458 2,279,058 SH   SOLE   2,279,058 0 0
CARVANA CO CL A 146869102 280,969 5,100,175 SH   SOLE   5,100,175 0 0
CERIDIAN HCM HLDG INC COM 15677J108 162,461 3,244,680 SH   SOLE   3,244,680 0 0
CHEWY INC CL A 16679L109 48,728 1,299,749 SH   SOLE   1,299,749 0 0
COUPA SOFTWARE INC COM 22266L106 296,834 2,124,340 SH   SOLE   2,124,340 0 0
EQUIFAX INC COM 294429105 378,845 3,171,575 SH   SOLE   3,171,575 0 0
FACEBOOK INC CL A 30303M102 589,139 3,532,011 SH   SOLE   3,532,011 0 0
GLOBAL PMTS INC COM 37940X102 714,598 4,954,572 SH   SOLE   4,954,572 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 201,489 2,952,652 SH   SOLE   2,952,652 0 0
HUBSPOT INC COM 443573100 103,421 776,490 SH   SOLE   776,490 0 0
HUMANA INC COM 444859102 679,562 2,164,071 SH   SOLE   2,164,071 0 0
IAC INTERACTIVECORP COM 44919P508 145,538 812,017 SH   SOLE   812,017 0 0
L BRANDS INC COM 501797104 303,624 26,265,094 SH   SOLE   26,265,094 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 138,475 3,046,095 SH   SOLE   3,046,095 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 367,690 13,522,973 SH   SOLE   13,522,973 0 0
MASTERCARD INC CL A 57636Q104 558,359 2,311,471 SH   SOLE   2,311,471 0 0
MATCH GROUP INC COM 57665R106 452,092 6,845,734 SH   SOLE   6,845,734 0 0
MEDALLIA INC COM 584021109 37,138 1,853,183 SH   SOLE   1,853,183 0 0
MICROSOFT CORP COM 594918104 934,262 5,923,926 SH   SOLE   5,923,926 0 0
NETFLIX INC COM 64110L106 905,457 2,411,338 SH   SOLE   2,411,338 0 0
PAYPAL HLDGS INC COM 70450Y103 504,117 5,265,480 SH   SOLE   5,265,480 0 0
SEA LTD SPONSORED ADS 81141R100 1,196 27,000 SH   SOLE   27,000 0 0
SERVICENOW INC COM 81762P102 392,239 1,368,688 SH   SOLE   1,368,688 0 0
SHOPIFY INC CL A 82509L107 696,329 1,670,133 SH   SOLE   1,670,133 0 0
SQUARE INC CL A 852234103 350,844 6,698,049 SH   SOLE   6,698,049 0 0
TRANSDIGM GROUP INC COM 893641100 248,452 775,953 SH   SOLE   775,953 0 0
UNDER ARMOUR INC CL A 904311107 160,545 17,431,613 SH   SOLE   17,431,613 0 0
UNDER ARMOUR INC CL C 904311206 79,717 9,890,481 SH   SOLE   9,890,481 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,150,632 4,613,971 SH   SOLE   4,613,971 0 0
VISA INC COM CL A 92826C839 536,526 3,329,975 SH   SOLE   3,329,975 0 0