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
TEMPUR SEALY INTL INC COM 88023U101 18,995 264,000 SH   SOLE   264,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 17,698 34,700 SH   SOLE   34,700 0 0
ALPHABET INC COM 02079K107 17,670 12,500 SH   SOLE   12,500 0 0
DENTSPLY SIRONA INC COM 24906P109 14,936 339,000 SH   SOLE   339,000 0 0
CDW CORP COM 12514G108 13,070 112,500 SH   SOLE   112,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,109 51,500 SH   SOLE   51,500 0 0
MASTERCARD INC CL A 57636Q104 9,758 33,000 SH   SOLE   33,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 8,741 455,000 SH   SOLE   455,000 0 0
PROOFPOINT INC COM 743424103 6,000 54,000 SH   SOLE   54,000 0 0
NETFLIX INC COM 64110L106 5,916 13,000 SH   SOLE   13,000 0 0
VERINT SYS INC COM 92343X100 5,738 127,000 SH   SOLE   127,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO COM 192446102 5,455 96,000 SH   SOLE   96,000 0 0
TEXAS INSTRS INC COM 882508104 5,333 42,000 SH   SOLE   42,000 0 0
NATURA &CO HLDG S A ADS 63884N108 5,006 345,000 SH   SOLE   345,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 4,020 40,500 SH   SOLE   40,500 0 0
ARCO PLATFORM LTD COM CL A G04553106 3,783 87,000 SH   SOLE   87,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,406 60,000 SH   SOLE   60,000 0 0
SERVICENOW INC COM 81762P102 405 1,000 SH   SOLE   1,000 0 0
NICE LTD SPONSORED ADR 653656108 378 2,000 SH   SOLE   2,000 0 0