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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,906 40,500 SH   SOLE   40,500 0 0
ALPHABET INC COM 02079K107 16,900 11,500 SH   SOLE   11,500 0 0
ARCO PLATFORM LTD COM CL A G04553106 5,513 135,000 SH   SOLE   135,000 0 0
BILIBILI INC SPONS ADS REP Z 090040106 5,824 140,000 SH   SOLE   140,000 0 0
CDW CORP COM 12514G108 13,447 112,500 SH   SOLE   112,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18,605 29,800 SH   SOLE   29,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO COM 192446102 4,929 71,000 SH   SOLE   71,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 5,378 52,000 SH   SOLE   52,000 0 0
DENTSPLY SIRONA INC COM 24906P109 16,486 377,000 SH   SOLE   377,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,792 26,000 SH   SOLE   26,000 0 0
NATURA &CO HLDG S A ADS 63884N108 6,282 345,000 SH   SOLE   345,000 0 0
NETFLIX INC COM 64110L106 6,800 13,600 SH   SOLE   13,600 0 0
PROOFPOINT INC COM 743424103 6,861 65,000 SH   SOLE   65,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 9,237 455,000 SH   SOLE   455,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 22,654 254,000 SH   SOLE   254,000 0 0
TENNANT CO COM 880345103 3,078 51,000 SH   SOLE   51,000 0 0
VERINT SYS INC COM 92343X100 6,119 127,000 SH   SOLE   127,000 0 0