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 300,464 690,229 SH   SOLE N/A 690,229 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 632,151 2,930,696 SH   SOLE N/A 2,930,696 0 0
ALIGN TECHNOLOGY INC COM 016255101 9,453 34,446 SH   SOLE N/A 34,446 0 0
AMAZON COM INC COM 023135106 382,099 138,501 SH   SOLE N/A 138,501 0 0
ANAPLAN INC COM 03272L108 151,594 3,345,715 SH   SOLE N/A 3,345,715 0 0
ANTERO MIDSTREAM CORP COM 03676B102 7,594 1,489,000 SH   SOLE N/A 1,489,000 0 0
ATLASSIAN CORP PLC CL A G06242104 69,798 387,188 SH   SOLE N/A 387,188 0 0
AUTODESK INC COM 052769106 90,212 377,157 SH   SOLE N/A 377,157 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 267 1 SH   SOLE N/A 1 0 0
BK OF AMERICA CORP COM 060505104 199,242 8,389,120 SH   SOLE N/A 8,389,120 0 0
BOSTON SCIENTIFIC CORP COM 101137107 325,103 9,259,562 SH   SOLE N/A 9,259,562 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 8,815 75,216 SH   SOLE N/A 75,216 0 0
BURLINGTON STORES INC COM 122017106 8,066 40,957 SH   SOLE N/A 40,957 0 0
CARS COM INC COM 14575E105 8,970 1,557,332 SH   SOLE N/A 1,557,332 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 62,818 123,163 SH   SOLE N/A 123,163 0 0
CHEESECAKE FACTORY INC COM 163072101 30,171 1,316,377 SH   SOLE N/A 1,316,377 0 0
CHENIERE ENERGY INC COM NEW 16411R208 128,788 2,665,307 SH   SOLE N/A 2,665,307 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 8,909 8,466 SH   SOLE N/A 8,466 0 0
COPART INC COM 217204106 8,596 103,232 SH   SOLE N/A 103,232 0 0
COSTCO WHSL CORP NEW COM 22160K105 9,084 29,958 SH   SOLE N/A 29,958 0 0
CSX CORP COM 126408103 213,163 3,056,532 SH   SOLE N/A 3,056,532 0 0
DECKERS OUTDOOR CORP COM 243537107 104,234 530,751 SH   SOLE N/A 530,751 0 0
DOMINOS PIZZA INC COM 25754A201 8,848 23,951 SH   SOLE N/A 23,951 0 0
EXPEDIA GROUP INC COM NEW 30212P303 66,582 810,000 SH   SOLE N/A 810,000 0 0
FACEBOOK INC CL A 30303M102 193,822 853,576 SH   SOLE N/A 853,576 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 423,174 3,155,893 SH   SOLE N/A 3,155,893 0 0
FISERV INC COM 337738108 113,391 1,161,553 SH   SOLE N/A 1,161,553 0 0
FIVE BELOW INC COM 33829M101 8,790 82,223 SH   SOLE N/A 82,223 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 201,819 802,365 SH   SOLE N/A 802,365 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 10,211 177,118 SH   SOLE N/A 177,118 0 0
GLOBAL PMTS INC COM 37940X102 99,371 585,843 SH   SOLE N/A 585,843 0 0
GODADDY INC CL A 380237107 10,737 146,416 SH   SOLE N/A 146,416 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 207,213 4,558,148 SH   SOLE N/A 4,558,148 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 44,614 4,585,184 SH   SOLE N/A 4,585,184 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,395 114,297 SH   SOLE N/A 114,297 0 0
HOME DEPOT INC COM 437076102 9,305 37,143 SH   SOLE N/A 37,143 0 0
HOWMET AEROSPACE INC COM 443201108 53,616 3,382,725 SH   SOLE N/A 3,382,725 0 0
HUMANA INC COM 444859102 129,039 332,790 SH   SOLE N/A 332,790 0 0
IQVIA HLDGS INC COM 46266C105 391,139 2,756,828 SH   SOLE N/A 2,756,828 0 0
JPMORGAN CHASE & CO COM 46625H100 118,007 1,254,590 SH   SOLE N/A 1,254,590 0 0
L BRANDS INC COM 501797104 83,680 5,589,856 SH   SOLE N/A 5,589,856 0 0
LAMB WESTON HLDGS INC COM 513272104 9,024 141,152 SH   SOLE N/A 141,152 0 0
LINDE PLC SHS G5494J103 138,474 652,839 SH   SOLE N/A 652,839 0 0
LULULEMON ATHLETICA INC COM 550021109 9,465 30,335 SH   SOLE N/A 30,335 0 0
MACYS INC COM 55616P104 15,762 2,291,000 SH   SOLE N/A 2,291,000 0 0
MARATHON PETE CORP COM 56585A102 56,481 1,510,986 SH   SOLE N/A 1,510,986 0 0
MARRIOTT INTL INC NEW CL A 571903202 8,105 94,540 SH   SOLE N/A 94,540 0 0
MASTERCARD INCORPORATED CL A 57636Q104 56,568 191,302 SH   SOLE N/A 191,302 0 0
MATCH GROUP INC COM 57665R106 30,507 284,981 SH   SOLE N/A 284,981 0 0
MEDTRONIC PLC SHS G5960L103 133,511 1,455,952 SH   SOLE N/A 1,455,952 0 0
MICROSOFT CORP COM 594918104 472,410 2,321,313 SH   SOLE N/A 2,321,313 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 8,290 119,584 SH   SOLE N/A 119,584 0 0
NETEASE INC SPONSORED ADS 64110W102 169,597 394,980 SH   SOLE N/A 394,980 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 5,795 390,000 SH   SOLE N/A 390,000 0 0
NIKE INC CL B 654106103 9,095 92,756 SH   SOLE N/A 92,756 0 0
NORDSTROM INC COM 655664100 32,576 2,103,051 SH   SOLE N/A 2,103,051 0 0
NRG ENERGY INC COM NEW 629377508 111,915 3,437,205 SH   SOLE N/A 3,437,205 0 0
OMNICOM GROUP INC COM 681919106 14,360 262,999 SH   SOLE N/A 262,999 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 9,306 22,069 SH   SOLE N/A 22,069 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 64,308 1,819,704 SH   SOLE N/A 1,819,704 0 0
PG&E CORP COM 69331C108 113,463 12,791,714 SH   SOLE N/A 12,791,714 0 0
PLANET FITNESS INC CL A 72703H101 217,551 3,591,733 SH   SOLE N/A 3,591,733 0 0
QURATE RETAIL INC COM SER A 74915M100 5,015 527,874 SH   SOLE N/A 527,874 0 0
ROSS STORES INC COM 778296103 7,544 88,500 SH   SOLE N/A 88,500 0 0
SALESFORCE COM INC COM 79466L302 160,781 858,277 SH   SOLE N/A 858,277 0 0
SEA LTD SPONSORED ADS 81141R100 45,868 427,714 SH   SOLE N/A 427,714 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 85,595 3,699,000 SH   SOLE N/A 3,699,000 0 0
SERVICENOW INC COM 81762P102 139,692 344,867 SH   SOLE N/A 344,867 0 0
SNAP INC CL A 83304A106 16,830 716,489 SH   SOLE N/A 716,489 0 0
SPDR GOLD TR GOLD SHS 78463V107 128,791 769,499 SH   SOLE N/A 769,499 0 0
SPDR GOLD TR GOLD SHS 78463V107 217,581 1,300,000 SH Call SOLE N/A 1,300,000 0 0
STARBUCKS CORP COM 855244109 8,692 118,116 SH   SOLE N/A 118,116 0 0
STONECO LTD COM CL A G85158106 60,632 1,564,303 SH   SOLE N/A 1,564,303 0 0
STRYKER CORPORATION COM 863667101 93,092 516,635 SH   SOLE N/A 516,635 0 0
TJX COS INC NEW COM 872540109 8,775 173,563 SH   SOLE N/A 173,563 0 0
T-MOBILE US INC COM 872590104 149,253 1,433,060 SH   SOLE N/A 1,433,060 0 0
T-MOBILE US INC RIGHT 07/27/2020 872590112 102 609,925 SH   SOLE N/A 609,925 0 0
TRANSDIGM GROUP INC COM 893641100 183,294 414,646 SH   SOLE N/A 414,646 0 0
UNION PAC CORP COM 907818108 110,790 655,289 SH   SOLE N/A 655,289 0 0
UNITEDHEALTH GROUP INC COM 91324P102 216,205 733,024 SH   SOLE N/A 733,024 0 0
VISA INC COM CL A 92826C839 33,138 171,550 SH   SOLE N/A 171,550 0 0
WIX COM LTD SHS M98068105 421,053 1,643,325 SH   SOLE N/A 1,643,325 0 0
WORKDAY INC CL A 98138H101 24,325 129,830 SH   SOLE N/A 129,830 0 0
YELP INC CL A 985817105 9,877 427,000 SH   SOLE N/A 427,000 0 0