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 SYSTEMS INCORPORATED COM 00724F101 17,663 36,015 SH   SOLE N/A 36,015 0 0
AMERICAN WELL CORP CL A 03044L105 1,280 43,200 SH   SOLE N/A 43,200 0 0
ANSYS INC COM 03662Q105 15,682 47,923 SH   SOLE N/A 47,923 0 0
APPLE INC COM 037833100 2,251 19,440 SH   SOLE N/A 19,440 0 0
BENTLEY SYS INC COM CL B 08265T208 314 10,000 SH   SOLE N/A 10,000 0 0
BOSTON PROPERTIES INC COM 101121101 2,732 34,020 SH   SOLE N/A 34,020 0 0
CARVANA CO CL A 146869102 18,968 85,035 SH   SOLE N/A 85,035 0 0
CORPORACION AMER ARPTS S A COM L1995B107 1,204 540,000 SH   SOLE N/A 540,000 0 0
DOMINOS PIZZA INC COM 25754A201 7,229 16,999 SH   SOLE N/A 16,999 0 0
FACEBOOK INC CL A 30303M102 6,081 23,220 SH   SOLE N/A 23,220 0 0
FERRARI N V COM N3167Y103 13,520 73,440 SH   SOLE N/A 73,440 0 0
FIVE BELOW INC COM 33829M101 11,461 90,243 SH   SOLE N/A 90,243 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 9,998 41,990 SH   SOLE N/A 41,990 0 0
HIGHWOODS PPTYS INC COM 431284108 2,545 75,800 SH   SOLE N/A 75,800 0 0
ICICI BANK LIMITED ADR 45104G104 12,475 1,269,068 SH   SOLE N/A 1,269,068 0 0
INPHI CORP COM 45772F107 6,502 57,920 SH   SOLE N/A 57,920 0 0
INSURANCE ACQUISITION CORP CL A 457867109 3,106 263,000 SH   SOLE N/A 263,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 3,078 324,000 SH   SOLE N/A 324,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 2,572 25,920 SH   SOLE N/A 25,920 0 0
PLANET FITNESS INC CL A 72703H101 4,658 75,600 SH   SOLE N/A 75,600 0 0
PROGYNY INC COM 74340E103 5,213 177,139 SH   SOLE N/A 177,139 0 0
PTC INC COM 69370C100 7,205 87,100 SH   SOLE N/A 87,100 0 0
SERVICENOW INC COM 81762P102 11,821 24,373 SH   SOLE N/A 24,373 0 0
SHOPIFY INC CL A 82509L107 20,277 19,822 SH   SOLE N/A 19,822 0 0
SONOS INC COM 83570H108 7,459 491,400 SH   SOLE N/A 491,400 0 0
SYNOPSYS INC COM 871607107 14,561 68,050 SH   SOLE N/A 68,050 0 0
VISA INC COM CL A 92826C839 3,402 17,011 SH   SOLE N/A 17,011 0 0
XILINX INC COM 983919101 8,168 78,357 SH   SOLE N/A 78,357 0 0