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 SYSTEMS INCORPORATED | COM | 00724F101 | 10,018 | 20,031 | SH | SOLE | N/A | 20,031 | 0 | 0 | |
| ANSYS INC | COM | 03662Q105 | 18,016 | 49,523 | SH | SOLE | N/A | 49,523 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 2,221 | 16,740 | SH | SOLE | N/A | 16,740 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 16,489 | 68,835 | SH | SOLE | N/A | 68,835 | 0 | 0 | |
| CORESITE RLTY CORP | COM | 21870Q105 | 5,209 | 41,580 | SH | SOLE | N/A | 41,580 | 0 | 0 | |
| DOMINOS PIZZA INC | COM | 25754A201 | 6,518 | 16,999 | SH | SOLE | N/A | 16,999 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 8,025 | 29,380 | SH | SOLE | N/A | 29,380 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 14,377 | 62,640 | SH | SOLE | N/A | 62,640 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 13,334 | 76,203 | SH | SOLE | N/A | 76,203 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 8,068 | 29,570 | SH | SOLE | N/A | 29,570 | 0 | 0 | |
| ICICI BANK LIMITED | ADR | 45104G104 | 17,655 | 1,188,068 | SH | SOLE | N/A | 1,188,068 | 0 | 0 | |
| NEW YORK TIMES CO | CL A | 650111107 | 5,312 | 102,600 | SH | SOLE | N/A | 102,600 | 0 | 0 | |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 8,233 | 349,600 | SH | SOLE | N/A | 349,600 | 0 | 0 | |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 3,769 | 24,840 | SH | SOLE | N/A | 24,840 | 0 | 0 | |
| PROGYNY INC | COM | 74340E103 | 7,357 | 173,553 | SH | SOLE | N/A | 173,553 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 21,826 | 19,282 | SH | SOLE | N/A | 19,282 | 0 | 0 | |
| SONOS INC | COM | 83570H108 | 9,094 | 388,800 | SH | SOLE | N/A | 388,800 | 0 | 0 | |
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 9,343 | 239,000 | SH | SOLE | N/A | 239,000 | 0 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 17,641 | 68,050 | SH | SOLE | N/A | 68,050 | 0 | 0 | |
| UPWORK INC | COM | 91688F104 | 2,610 | 75,600 | SH | SOLE | N/A | 75,600 | 0 | 0 | |
| XILINX INC | COM | 983919101 | 6,147 | 43,357 | SH | SOLE | N/A | 43,357 | 0 | 0 | |