The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADOBE INC | COM | 00724F101 | 16,618 | 38,175 | SH | SOLE | N/A | 38,175 | 0 | 0 | |
| ANSYS INC | COM | 03662Q105 | 13,981 | 47,923 | SH | SOLE | N/A | 47,923 | 0 | 0 | |
| BOSTON PPTYS LTD PARTNERSHIP | COM | 101121101 | 3,075 | 34,020 | SH | SOLE | N/A | 34,020 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 12,599 | 104,815 | SH | SOLE | N/A | 104,815 | 0 | 0 | |
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 1,177 | 540,000 | SH | SOLE | N/A | 540,000 | 0 | 0 | |
| DOMINOS PIZZA INC | COM | 25754A201 | 9,033 | 24,451 | SH | SOLE | N/A | 24,451 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 11,636 | 68,040 | SH | SOLE | N/A | 68,040 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 9,071 | 84,843 | SH | SOLE | N/A | 84,843 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 11,090 | 44,090 | SH | SOLE | N/A | 44,090 | 0 | 0 | |
| HIGHWOODS PPTYS INC | COM | 431284108 | 2,830 | 75,800 | SH | SOLE | N/A | 75,800 | 0 | 0 | |
| ICICI BANK LIMITED | ADR | 45104G104 | 11,087 | 1,193,468 | SH | SOLE | N/A | 1,193,468 | 0 | 0 | |
| INPHI CORP | COM | 45772F107 | 5,029 | 42,800 | SH | SOLE | N/A | 42,800 | 0 | 0 | |
| PLANET FITNESS INC | CL A | 72703H101 | 5,560 | 91,800 | SH | SOLE | N/A | 91,800 | 0 | 0 | |
| PROGYNY INC | COM | 74340E103 | 4,572 | 177,139 | SH | SOLE | N/A | 177,139 | 0 | 0 | |
| PTC INC | COM | 69370C100 | 5,461 | 70,200 | SH | SOLE | N/A | 70,200 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 11,404 | 28,153 | SH | SOLE | N/A | 28,153 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 22,659 | 23,872 | SH | SOLE | N/A | 23,872 | 0 | 0 | |
| SONOS INC | COM | 83570H108 | 5,530 | 378,000 | SH | SOLE | N/A | 378,000 | 0 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 13,270 | 68,050 | SH | SOLE | N/A | 68,050 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 3,286 | 17,011 | SH | SOLE | N/A | 17,011 | 0 | 0 | |
| XILINX INC | COM | 983919101 | 6,275 | 63,777 | SH | SOLE | N/A | 63,777 | 0 | 0 | |