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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 1,239,779 | 21,535,165 | SH | SOLE | 21,535,165 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 556,127 | 3,931,896 | SH | SOLE | 3,931,896 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 238,876 | 2,048,852 | SH | SOLE | 2,048,852 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 122,263 | 1,158,452 | SH | SOLE | 1,158,452 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,643,852 | 11,666,798 | SH | SOLE | 11,666,798 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 271,175 | 8,395,511 | SH | SOLE | 8,395,511 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 276,458 | 1,845,638 | SH | SOLE | 1,845,638 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 1,239,731 | 5,319,591 | SH | SOLE | 5,319,591 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,466,588 | 4,353,832 | SH | SOLE | 4,353,832 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 252,626 | 5,186,332 | SH | SOLE | 5,186,332 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 795,462 | 20,438,394 | SH | SOLE | 20,438,394 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,274,119 | 6,576,776 | SH | SOLE | 6,576,776 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 562,779 | 10,314,868 | SH | SOLE | 10,314,868 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 546,600 | 1,273,652 | SH | SOLE | 1,273,652 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 673,792 | 4,523,614 | SH | SOLE | 4,523,614 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 931,252 | 6,168,049 | SH | SOLE | 6,168,049 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 945,369 | 6,555,504 | SH | SOLE | 6,555,504 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 500,447 | 20,535,367 | SH | SOLE | 20,535,367 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 419,047 | 6,356,905 | SH | SOLE | 6,356,905 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06740Q252 | 12,760 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 106,924 | 2,919,817 | SH | SOLE | 2,919,817 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 563,694 | 4,641,369 | SH | SOLE | 4,641,369 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 667,776 | 9,687,742 | SH | SOLE | 9,687,742 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 621,478 | 2,841,170 | SH | SOLE | 2,841,170 | 0 | 0 | ||
| QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 899,992 | 10,055,780 | SH | SOLE | 10,055,780 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 229,354 | 2,648,428 | SH | SOLE | 2,648,428 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 341,420 | 3,220,940 | SH | SOLE | 3,220,940 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 130,487 | 7,599,408 | SH | SOLE | 7,599,408 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 595,652 | 21,085,032 | SH | SOLE | 21,085,032 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 431,828 | 7,123,517 | SH | SOLE | 7,123,517 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 385,678 | 8,905,062 | SH | SOLE | 8,905,062 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 413,388 | 1,438,673 | SH | SOLE | 1,438,673 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 316,207 | 1,705,353 | SH | SOLE | 1,705,353 | 0 | 0 | ||