The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 11,790 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| ALPHABET INC | COM | 02079K107 | 22,341 | 10,800 | SH | SOLE | 10,800 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 4,460 | 176,000 | SH | SOLE | 176,000 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 17,735 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 23,817 | 38,600 | SH | SOLE | 38,600 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 7,372 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 12,762 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 12,106 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| NATURA &CO HLDG S A | ADS | 63884N108 | 7,006 | 412,350 | SH | SOLE | 412,350 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 13,042 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 10,063 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 16,265 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 10,285 | 191,000 | SH | SOLE | 191,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 31,515 | 862,000 | SH | SOLE | 862,000 | 0 | 0 | ||
| TENNANT CO | COM | 880345103 | 6,950 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 5,777 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| COGNYTE SOFTWARE LTD | ORD SHS | M25133105 | 3,532 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 5,013 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 8,299 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 10,223 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||