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 25,280 312,286 SH   SOLE   312,286 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 34,438 70,221 SH   SOLE   70,221 0 0
ALPHABET INC CAP STK CL A 02079K305 22,462 15,326 SH   SOLE   15,326 0 0
AMAZON COM INC COM 023135106 22,973 7,296 SH   SOLE   7,296 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 8,878 800,201 SH   SOLE   800,201 0 0
AON PLC SHS CL A G0403H108 33,758 163,636 SH   SOLE   163,636 0 0
APPLE INC COM 037833100 8,338 72,000 SH   SOLE   72,000 0 0
BROWN & BROWN INC COM 115236101 7,698 170,045 SH   SOLE   170,045 0 0
CBRE GROUP INC CL A 12504L109 2,532 53,900 SH   SOLE   53,900 0 0
CENTENE CORP DEL COM 15135B101 21,019 360,353 SH   SOLE   360,353 0 0
CHARLES RIV LABS INTL INC COM 159864107 50,688 223,837 SH   SOLE   223,837 0 0
CITRIX SYS INC COM 177376100 2,754 20,000 SH   SOLE   20,000 0 0
COPART INC COM 217204106 15,774 150,000 SH   SOLE   150,000 0 0
COSTAR GROUP INC COM 22160N109 4,158 4,900 SH   SOLE   4,900 0 0
CROWN HLDGS INC COM 228368106 41,618 541,474 SH   SOLE   541,474 0 0
DESPEGAR COM CORP ORD SHS G27358103 565 88,800 SH   SOLE   88,800 0 0
DROPBOX INC CL A 26210C104 16,547 859,130 SH   SOLE   859,130 0 0
ELECTRONIC ARTS INC COM 285512109 4,564 34,999 SH   SOLE   34,999 0 0
EVENTBRITE INC COM CL A 29975E109 502 46,298 SH   SOLE   46,298 0 0
FACEBOOK INC CL A 30303M102 39,557 151,037 SH   SOLE   151,037 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 39,466 268,093 SH   SOLE   268,093 0 0
GODADDY INC CL A 380237107 16,165 212,785 SH   SOLE   212,785 0 0
HUYA INC ADS REP SHS A 44852D108 24,830 1,036,748 SH   SOLE   1,036,748 0 0
IAC INTERACTIVECORP NEW COM 44891N109 28,014 233,878 SH   SOLE   233,878 0 0
IHS MARKIT LTD SHS G47567105 40,026 509,822 SH   SOLE   509,822 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 884 8,836 SH   SOLE   8,836 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 49,317 177,500 SH Put SOLE   177,500 0 0
IQVIA HLDGS INC COM 46266C105 36,034 228,596 SH   SOLE   228,596 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 9,084 355,135 SH   SOLE   355,135 0 0
JACOBS ENGR GROUP INC COM 469814107 4,926 53,101 SH   SOLE   53,101 0 0
JD.COM INC SPON ADR CL A 47215P106 31,037 399,910 SH   SOLE   399,910 0 0
KORN FERRY COM NEW 500643200 14,326 493,997 SH   SOLE   493,997 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 15,278 81,152 SH   SOLE   81,152 0 0
LEIDOS HOLDINGS INC COM 525327102 22,432 251,618 SH   SOLE   251,618 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 3,356 49,000 SH   SOLE   49,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,382 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104 22,858 108,675 SH   SOLE   108,675 0 0
NETEASE INC SPONSORED ADS 64110W102 11,364 24,994 SH   SOLE   24,994 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 4,933 561,583 SH   SOLE   561,583 0 0
PAGERDUTY INC COM 69553P100 12,316 454,304 SH   SOLE   454,304 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 2,233 59,203 SH   SOLE   59,203 0 0
PAYPAL HLDGS INC COM 70450Y103 21,127 107,229 SH   SOLE   107,229 0 0
POOL CORP COM 73278L105 11,303 33,786 SH   SOLE   33,786 0 0
S&P GLOBAL INC COM 78409V104 19,833 55,000 SH   SOLE   55,000 0 0
SALESFORCE COM INC COM 79466L302 6,283 25,000 SH   SOLE   25,000 0 0
SEA LTD SPONSORD ADS 81141R100 29,275 190,047 SH   SOLE   190,047 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 233 2,000 SH   SOLE   2,000 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 47,520 800,000 SH Put SOLE   800,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 10,575 265,158 SH   SOLE   265,158 0 0
SPDR GOLD TR GOLD SHS 78463V107 13,284 75,000 SH   SOLE   75,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 61,955 185,000 SH Put SOLE   185,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 861 7,724 SH   SOLE   7,724 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 38,853 641,985 SH   SOLE   641,985 0 0
SYNOPSYS INC COM 871607107 29,871 139,596 SH   SOLE   139,596 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 12,185 825,000 SH   SOLE   825,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,766 4,000 SH   SOLE   4,000 0 0
TRANSDIGM GROUP INC COM 893641100 43,645 91,860 SH   SOLE   91,860 0 0
TWITTER INC COM 90184L102 132,820 2,984,709 SH   SOLE   2,984,709 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,677 15,000 SH   SOLE   15,000 0 0
UPWORK INC COM 91688F104 12,177 698,206 SH   SOLE   698,206 0 0
VERASTEM INC COM 92337C104 108 89,188 SH   SOLE   89,188 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 8,217 474,400 SH   SOLE   474,400 0 0
VICI PPTYS INC COM 925652109 35,732 1,528,979 SH   SOLE   1,528,979 0 0
VISA INC COM CL A 92826C839 4,229 21,150 SH   SOLE   21,150 0 0
WALMART INC COM 931142103 30,491 217,933 SH   SOLE   217,933 0 0
YANDEX N V SHS CLASS A N97284108 643 9,859 SH   SOLE   9,859 0 0