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
ACTIVISION BLIZZARD INC COM 00507V109 23,703 312,286 SH   SOLE   312,286 0 0
ADOBE INC COM 00724F101 14,148 32,500 SH   SOLE   32,500 0 0
AKERO THERAPEUTICS INC COM 00973Y108 659 26,457 SH   SOLE   26,457 0 0
ALPHABET INC CAP STK CL A 02079K305 12,140 8,561 SH   SOLE   8,561 0 0
AMAZON COM INC COM 023135106 9,369 3,396 SH   SOLE   3,396 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 9,722 800,201 SH   SOLE   800,201 0 0
AON PLC SHS CL A G0403H108 25,738 133,636 SH   SOLE   133,636 0 0
APPLE INC COM 037833100 6,566 18,000 SH   SOLE   18,000 0 0
BROWN & BROWN INC COM 115236101 12,649 310,333 SH   SOLE   310,333 0 0
CENTENE CORP DEL COM 15135B101 8,745 137,613 SH   SOLE   137,613 0 0
CHARLES RIV LABS INTL INC COM 159864107 44,039 252,591 SH   SOLE   252,591 0 0
CHEMOURS CO COM 163851108 1,819 118,479 SH   SOLE   118,479 0 0
CITRIX SYS INC COM 177376100 2,958 20,000 SH   SOLE   20,000 0 0
COPART INC COM 217204106 12,491 150,000 SH   SOLE   150,000 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 2,113 54,793 SH   SOLE   54,793 0 0
CREDIT SUISSE AG NASSAU BRH VELOCITY SHS NEW 22542D258 633 5,000 SH   SOLE   5,000 0 0
CROWN HLDGS INC COM 228368106 42,335 650,000 SH   SOLE   650,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 638 88,800 SH   SOLE   88,800 0 0
DROPBOX INC CL A 26210C104 25,540 1,173,171 SH   SOLE   1,173,171 0 0
ELECTRONIC ARTS INC COM 285512109 4,622 34,999 SH   SOLE   34,999 0 0
EVENTBRITE INC COM CL A 29975E109 397 46,298 SH   SOLE   46,298 0 0
FACEBOOK INC CL A 30303M102 21,353 94,037 SH   SOLE   94,037 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 13,409 100,000 SH   SOLE   100,000 0 0
GODADDY INC CL A 380237107 6,804 92,785 SH   SOLE   92,785 0 0
HUYA INC ADS REP SHS A 44852D108 64,721 3,466,589 SH   SOLE   3,466,589 0 0
IHS MARKIT LTD SHS G47567105 31,138 412,422 SH   SOLE   412,422 0 0
INOGEN INC COM 45780L104 337 9,500 SH   SOLE   9,500 0 0
IQVIA HLDGS INC COM 46266C105 20,054 141,345 SH   SOLE   141,345 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 16,040 630,499 SH   SOLE   630,499 0 0
JACOBS ENGR GROUP INC COM 469814107 26,103 307,823 SH   SOLE   307,823 0 0
JD.COM INC SPON ADR CL A 47215P106 897 14,910 SH   SOLE   14,910 0 0
KORN FERRY COM NEW 500643200 20,459 665,778 SH   SOLE   665,778 0 0
LEIDOS HOLDINGS INC COM 525327102 16,075 171,618 SH   SOLE   171,618 0 0
LYFT INC CL A COM 55087P104 3,301 100,000 SH   SOLE   100,000 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 3,675 49,000 SH   SOLE   49,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,957 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104 14,073 69,150 SH   SOLE   69,150 0 0
NETEASE INC SPONSORED ADS 64110W102 12,351 28,764 SH   SOLE   28,764 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 2,325 108,401 SH   SOLE   108,401 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 3,624 102,536 SH   SOLE   102,536 0 0
PAYPAL HLDGS INC COM 70450Y103 15,198 87,229 SH   SOLE   87,229 0 0
POOL CORPORATION COM 73278L105 9,185 33,786 SH   SOLE   33,786 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 2,755 453,182 SH   SOLE   453,182 0 0
SALESFORCE COM INC COM 79466L302 1,873 10,000 SH   SOLE   10,000 0 0
SEA LTD SPONSORED ADS 81141R100 21,046 196,247 SH   SOLE   196,247 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 209 2,000 SH   SOLE   2,000 0 0
SMARTSHEET INC COM CL A 83200N103 12,730 250,000 SH   SOLE   250,000 0 0
SONOS INC COM 83570H108 1,618 110,600 SH   SOLE   110,600 0 0
SPDR GOLD TR GOLD SHS 78463V107 12,553 75,000 SH   SOLE   75,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 4,223 37,724 SH   SOLE   37,724 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 30,894 546,985 SH   SOLE   546,985 0 0
SYNOPSYS INC COM 871607107 27,221 139,596 SH   SOLE   139,596 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,449 4,000 SH   SOLE   4,000 0 0
TRANSDIGM GROUP INC COM 893641100 40,607 91,860 SH   SOLE   91,860 0 0
TWITTER INC COM 90184L102 88,411 2,967,809 SH   SOLE   2,967,809 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,108 100,000 SH   SOLE   100,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,424 15,000 SH   SOLE   15,000 0 0
UPWORK INC COM 91688F104 10,082 698,206 SH   SOLE   698,206 0 0
VERASTEM INC COM 92337C104 153 89,188 SH   SOLE   89,188 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,746 350,000 SH   SOLE   350,000 0 0
VICI PPTYS INC COM 925652109 32,283 1,598,979 SH   SOLE   1,598,979 0 0
VISA INC COM CL A 92826C839 4,086 21,150 SH   SOLE   21,150 0 0
YANDEX N V SHS CLASS A N97284108 19,626 392,355 SH   SOLE   392,355 0 0