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
ADOBE SYSTEMS INCORPORATED COM 00724F101 293,265 597,975 SH   SOLE   597,975 0 0
AIR PRODS & CHEMS INC COM 009158106 3,691 12,392 SH   SOLE   12,392 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 751,291 2,555,586 SH   SOLE   2,555,586 0 0
ALIGN TECHNOLOGY INC COM 016255101 12,842 39,228 SH   SOLE   39,228 0 0
ALTERYX INC COM CL A 02156B103 4,134 36,408 SH   SOLE   36,408 0 0
AMAZON COM INC COM 023135106 281,855 89,514 SH   SOLE   89,514 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,720 25,673 SH   SOLE   25,673 0 0
ANAPLAN INC COM 03272L108 206,066 3,292,842 SH   SOLE   3,292,842 0 0
ANTERO MIDSTREAM CORP COM 03676B102 7,996 1,489,000 SH   SOLE   1,489,000 0 0
AUTODESK INC COM 052769106 87,861 380,334 SH   SOLE   380,334 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 320 1 SH   SOLE   1 0 0
BOSTON SCIENTIFIC CORP COM 101137107 362,068 9,475,750 SH   SOLE   9,475,750 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 163,944 1,078,296 SH   SOLE   1,078,296 0 0
BURLINGTON STORES INC COM 122017106 10,018 48,611 SH   SOLE   48,611 0 0
CANADIAN PAC RY LTD COM 13645T100 3,607 11,848 SH   SOLE   11,848 0 0
CARS COM INC COM 14575E105 11,097 1,373,332 SH   SOLE   1,373,332 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 140,925 225,719 SH   SOLE   225,719 0 0
CHEESECAKE FACTORY INC COM 163072101 14,949 538,893 SH   SOLE   538,893 0 0
CHENIERE ENERGY INC COM NEW 16411R208 106,982 2,312,114 SH   SOLE   2,312,114 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 12,050 9,689 SH   SOLE   9,689 0 0
COPART INC COM 217204106 12,508 118,946 SH   SOLE   118,946 0 0
COSTCO WHSL CORP NEW COM 22160K105 12,271 34,567 SH   SOLE   34,567 0 0
CSX CORP COM 126408103 230,408 2,966,501 SH   SOLE   2,966,501 0 0
DANAHER CORPORATION COM 235851102 3,707 17,214 SH   SOLE   17,214 0 0
DECKERS OUTDOOR CORP COM 243537107 147,078 668,506 SH   SOLE   668,506 0 0
DOMINOS PIZZA INC COM 25754A201 11,892 27,963 SH   SOLE   27,963 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 69,227 2,697,843 SH   SOLE   2,697,843 0 0
ECOLAB INC COM 278865100 3,599 18,007 SH   SOLE   18,007 0 0
FACEBOOK INC CL A 30303M102 297,008 1,134,052 SH   SOLE   1,134,052 0 0
FASTENAL CO COM 311900104 3,623 80,351 SH   SOLE   80,351 0 0
FERRARI N V COM N3167Y103 3,606 19,590 SH   SOLE   19,590 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 449,525 3,053,629 SH   SOLE   3,053,629 0 0
FISERV INC COM 337738108 168,117 1,631,414 SH   SOLE   1,631,414 0 0
FIVE BELOW INC COM 33829M101 12,076 95,089 SH   SOLE   95,089 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 223,102 937,009 SH   SOLE   937,009 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 14,960 199,995 SH   SOLE   199,995 0 0
GLOBAL PMTS INC COM 37940X102 180,471 1,016,280 SH   SOLE   1,016,280 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 214,377 4,290,972 SH   SOLE   4,290,972 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 42,963 4,585,184 SH   SOLE   4,585,184 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 11,297 132,412 SH   SOLE   132,412 0 0
HOME DEPOT INC COM 437076102 11,896 42,835 SH   SOLE   42,835 0 0
HOWMET AEROSPACE INC COM 443201108 91,259 5,458,102 SH   SOLE   5,458,102 0 0
HUMANA INC COM 444859102 136,439 329,650 SH   SOLE   329,650 0 0
IQVIA HLDGS INC COM 46266C105 428,293 2,717,078 SH   SOLE   2,717,078 0 0
ISHARES SILVER TR ISHARES 46428Q109 64,920 3,000,000 SH Call SOLE   3,000,000 0 0
JPMORGAN CHASE & CO COM 46625H100 195,773 2,033,583 SH   SOLE   2,033,583 0 0
L BRANDS INC COM 501797104 131,703 4,140,303 SH   SOLE   4,140,303 0 0
LAMB WESTON HLDGS INC COM 513272104 10,864 163,928 SH   SOLE   163,928 0 0
LINDE PLC SHS G5494J103 3,584 15,051 SH   SOLE   15,051 0 0
LOCKHEED MARTIN CORP COM 539830109 3,522 9,190 SH   SOLE   9,190 0 0
LULULEMON ATHLETICA INC COM 550021109 11,540 35,038 SH   SOLE   35,038 0 0
MARATHON PETE CORP COM 56585A102 21,266 724,826 SH   SOLE   724,826 0 0
MARRIOTT INTL INC NEW CL A 571903202 10,139 109,517 SH   SOLE   109,517 0 0
MASTERCARD INCORPORATED CL A 57636Q104 65,237 192,913 SH   SOLE   192,913 0 0
MATCH GROUP INC NEW COM 57667L107 137,088 1,238,931 SH   SOLE   1,238,931 0 0
MICROSOFT CORP COM 594918104 356,614 1,695,499 SH   SOLE   1,695,499 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 11,026 137,484 SH   SOLE   137,484 0 0
NETEASE INC SPONSORED ADS 64110W102 112,460 247,344 SH   SOLE   247,344 0 0
NEXTERA ENERGY INC COM 65339F101 3,593 12,946 SH   SOLE   12,946 0 0
NIKE INC CL B 654106103 13,440 107,054 SH   SOLE   107,054 0 0
NORDSTROM INC COM 655664100 25,068 2,103,051 SH   SOLE   2,103,051 0 0
NORFOLK SOUTHN CORP COM 655844108 3,541 16,548 SH   SOLE   16,548 0 0
NRG ENERGY INC COM NEW 629377508 105,660 3,437,205 SH   SOLE   3,437,205 0 0
NVR INC COM 62944T105 3,687 903 SH   SOLE   903 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 11,731 25,442 SH   SOLE   25,442 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 69,199 1,835,022 SH   SOLE   1,835,022 0 0
PG&E CORP COM 69331C108 163,678 17,431,124 SH   SOLE   17,431,124 0 0
PLANET FITNESS INC CL A 72703H101 245,650 3,986,523 SH   SOLE   3,986,523 0 0
REPUBLIC SVCS INC COM 760759100 3,589 38,448 SH   SOLE   38,448 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,667 16,616 SH   SOLE   16,616 0 0
ROPER TECHNOLOGIES INC COM 776696106 3,611 9,138 SH   SOLE   9,138 0 0
ROSS STORES INC COM 778296103 9,734 104,313 SH   SOLE   104,313 0 0
SALESFORCE COM INC COM 79466L302 178,265 709,313 SH   SOLE   709,313 0 0
SEA LTD SPONSORD ADS 81141R100 190,320 1,235,522 SH   SOLE   1,235,522 0 0
SERVICENOW INC COM 81762P102 149,031 307,280 SH   SOLE   307,280 0 0
SHERWIN WILLIAMS CO COM 824348106 3,647 5,234 SH   SOLE   5,234 0 0
STARBUCKS CORP COM 855244109 11,826 137,641 SH   SOLE   137,641 0 0
STONECO LTD COM CL A G85158106 83,432 1,577,471 SH   SOLE   1,577,471 0 0
STRYKER CORPORATION COM 863667101 206,900 992,946 SH   SOLE   992,946 0 0
T-MOBILE US INC COM 872590104 165,264 1,445,125 SH   SOLE   1,445,125 0 0
TJX COS INC NEW COM 872540109 11,227 201,739 SH   SOLE   201,739 0 0
TRANSDIGM GROUP INC COM 893641100 218,148 459,144 SH   SOLE   459,144 0 0
UNION PAC CORP COM 907818108 3,561 18,089 SH   SOLE   18,089 0 0
UNITEDHEALTH GROUP INC COM 91324P102 214,370 687,590 SH   SOLE   687,590 0 0
VULCAN MATLS CO COM 929160109 3,722 27,457 SH   SOLE   27,457 0 0
WASTE CONNECTIONS INC COM 94106B101 3,644 35,109 SH   SOLE   35,109 0 0
WASTE MGMT INC DEL COM 94106L109 3,580 31,632 SH   SOLE   31,632 0 0
WIX COM LTD NOTE 7/0 92940WAB5 188,875 99,392,000 PRN   SOLE   99,392,000 0 0
WIX COM LTD SHS M98068105 361,905 1,420,069 SH   SOLE   1,420,069 0 0
WORKDAY INC CL A 98138H101 94,098 437,401 SH   SOLE   437,401 0 0