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 4,080 8,583 SH   SOLE N/A 8,583 0 0
ANSYS INC COM 03662Q105 20,850 61,403 SH   SOLE N/A 61,403 0 0
ATLAS CREST INVT CORP COM 049284102 3,015 300,000 SH   SOLE N/A 300,000 0 0
CARVANA CO CL A 146869102 14,520 55,335 SH   SOLE N/A 55,335 0 0
DOLLAR GEN CORP NEW COM 256677105 7,440 36,720 SH   SOLE N/A 36,720 0 0
DOMINOS PIZZA INC COM 25754A201 3,972 10,800 SH   SOLE N/A 10,800 0 0
FACEBOOK INC CL A 30303M102 10,721 36,400 SH   SOLE N/A 36,400 0 0
FERRARI N V COM N3167Y103 9,832 46,980 SH   SOLE N/A 46,980 0 0
FIVE BELOW INC COM 33829M101 14,539 76,203 SH   SOLE N/A 76,203 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 10,969 199,800 SH   SOLE N/A 199,800 0 0
ICICI BANK LIMITED ADR 45104G104 19,045 1,188,068 SH   SOLE N/A 1,188,068 0 0
NEW YORK TIMES CO CL A 650111107 7,380 145,800 SH   SOLE N/A 145,800 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 13,583 583,197 SH   SOLE N/A 583,197 0 0
PROGYNY INC COM 74340E103 9,167 205,953 SH   SOLE N/A 205,953 0 0
SHOPIFY INC CL A 82509L107 21,336 19,282 SH   SOLE N/A 19,282 0 0
SONOS INC COM 83570H108 10,117 270,000 SH   SOLE N/A 270,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 17,631 362,400 SH   SOLE N/A 362,400 0 0
SYNOPSYS INC COM 871607107 11,242 45,370 SH   SOLE N/A 45,370 0 0