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 | 1,342,577 | 16,138,688 | SH | SOLE | 16,138,688 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 1,464,417 | 5,424,771 | SH | SOLE | 5,424,771 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,603,472 | 9,732,169 | SH | SOLE | 9,732,169 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,063,739 | 891,299 | SH | SOLE | 891,299 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 698,674 | 348,814 | SH | SOLE | 348,814 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 825,877 | 3,896,747 | SH | SOLE | 3,896,747 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 929,703 | 4,311,764 | SH | SOLE | 4,311,764 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 698,327 | 9,430,475 | SH | SOLE | 9,430,475 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 946,554 | 7,855,868 | SH | SOLE | 7,855,868 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 635,342 | 3,863,203 | SH | SOLE | 3,863,203 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 536,174 | 21,911,495 | SH | SOLE | 21,911,495 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 114,848 | 504,075 | SH | SOLE | 504,075 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 1,090,262 | 8,403,439 | SH | SOLE | 8,403,439 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 607,827 | 1,785,259 | SH | SOLE | 1,785,259 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,571,155 | 13,737,471 | SH | SOLE | 13,737,471 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 18,073 | 3,736,290 | SH | SOLE | 3,736,290 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 628,155 | 2,235,268 | SH | SOLE | 2,235,268 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 523,747 | 5,962,509 | SH | SOLE | 5,962,509 | 0 | 0 | ||
| SEA LTD | ADR | 81141R100 | 54,811 | 3,963,222 | SH | SOLE | 3,963,222 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 619,489 | 3,166,637 | SH | SOLE | 3,166,637 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 656,407 | 1,763,113 | SH | SOLE | 1,763,113 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 722,497 | 9,819,201 | SH | SOLE | 9,819,201 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 525,098 | 3,224,826 | SH | SOLE | 3,224,826 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 802,819 | 3,017,661 | SH | SOLE | 3,017,661 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 756,705 | 5,955,497 | SH | SOLE | 5,955,497 | 0 | 0 | ||