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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 981,945 | 14,555,953 | SH | SOLE | 14,555,953 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 1,220,707 | 5,649,328 | SH | SOLE | 5,649,328 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,097,965 | 5,982,159 | SH | SOLE | 5,982,159 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 670,667 | 650,003 | SH | SOLE | 650,003 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 836,267 | 577,796 | SH | SOLE | 577,796 | 0 | 0 | ||
| BLACKROCK INC | COM | 09247X101 | 497,770 | 918,870 | SH | SOLE | 918,870 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 1,056,520 | 507,847 | SH | SOLE | 507,847 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 645,149 | 2,737,741 | SH | SOLE | 2,737,741 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,105,205 | 4,849,090 | SH | SOLE | 4,849,090 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 744,860 | 13,370,307 | SH | SOLE | 13,370,307 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 602,082 | 6,344,385 | SH | SOLE | 6,344,385 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 865,413 | 7,138,016 | SH | SOLE | 7,138,016 | 0 | 0 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 52,348 | 1,298,001 | SH | SOLE | 1,298,001 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 1,230,581 | 7,701,242 | SH | SOLE | 7,701,242 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 233,198 | 1,151,593 | SH | SOLE | 1,151,593 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 970,399 | 9,890,932 | SH | SOLE | 9,890,932 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 578,834 | 1,624,158 | SH | SOLE | 1,624,158 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,102,220 | 12,076,471 | SH | SOLE | 12,076,471 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 69,816 | 1,821,925 | SH | SOLE | 1,821,925 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 808,754 | 10,659,734 | SH | SOLE | 10,659,734 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 578,590 | 3,385,152 | SH | SOLE | 3,385,152 | 0 | 0 | ||
| SEA LTD | ADR | 81141R100 | 44,666 | 3,963,222 | SH | SOLE | 3,963,222 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 442,929 | 2,677,118 | SH | SOLE | 2,677,118 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 132,573 | 2,694,573 | SH | SOLE | 2,694,573 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 540,393 | 12,349,027 | SH | SOLE | 12,349,027 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 212,824 | 3,486,629 | SH | SOLE | 3,486,629 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 432,909 | 1,410,402 | SH | SOLE | 1,410,402 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 666,680 | 11,741,467 | SH | SOLE | 11,741,467 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 910,445 | 4,254,415 | SH | SOLE | 4,254,415 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 412,270 | 2,260,749 | SH | SOLE | 2,260,749 | 0 | 0 | ||