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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTIVISION BLIZZARD INCCOM00507V109595,05311,244,387SH SOLE 11,244,38700
ADOBE INCCOM00724F101981,6923,553,638SH SOLE 3,553,63800
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1021,219,5357,292,562SH SOLE 7,292,56200
AMAZON COM INCCOM0231351061,079,700621,979SH SOLE 621,97900
ATLASSIAN CORP PLCCL AG06242104261,1052,081,512SH SOLE 2,081,51200
AUTODESK INCCOM052769106665,8024,507,799SH SOLE 4,507,79900
BOOKING HLDGS INCCOM09857L108414,615211,257SH SOLE 211,25700
CANADIAN PAC RY LTDCOM13645T100416,0191,870,085SH SOLE 1,870,08500
CHEWY INCCL A16679L109124,6585,071,531SH SOLE 5,071,53100
COUPA SOFTWARE INCCOM22266L106180,8951,396,116SH SOLE 1,396,11600
DOMINOS PIZZA INCCOM25754A201532,6542,177,742SH SOLE 2,177,74200
D R HORTON INCCOM23331A109175,7253,333,812SH SOLE 3,333,81200
EQUIFAX INCCOM294429105431,6813,068,747SH SOLE 3,068,74700
FACEBOOK INCCL A30303M102346,9691,948,388SH SOLE 1,948,38800
GLOBAL PMTS INCCOM37940X102581,2053,655,380SH SOLE 3,655,38000
HERBALIFE NUTRITION LTDCOM SHSG4412G10179,5682,101,639SH SOLE 2,101,63900
HUMANA INCCOM444859102406,1941,588,743SH SOLE 1,588,74300
IQVIA HLDGS INCCOM46266C105530,1813,549,209SH SOLE 3,549,20900
MASTERCARD INCCL A57636Q104436,4831,607,257SH SOLE 1,607,25700
MEDALLIA INCCOM58402110920,232737,593SH SOLE 737,59300
MERCADOLIBRE INCCOM58733R102319,943580,417SH SOLE 580,41700
MICROSOFT CORPCOM594918104842,4596,059,549SH SOLE 6,059,54900
NETFLIX INCCOM64110L106630,2552,355,038SH SOLE 2,355,03800
S&P GLOBAL INCCOM78409V104422,4711,724,511SH SOLE 1,724,51100
SALESFORCE COM INCCOM79466L302757,7515,104,760SH SOLE 5,104,76000
SEA LTDSPONSORED ADS81141R100212,3866,862,222SH SOLE 6,862,22200
SERVICENOW INCCOM81762P102430,9931,697,825SH SOLE 1,697,82500
SHOPIFY INCCL A82509L107429,2091,377,171SH SOLE 1,377,17100
SMARTSHEET INCCOM CL A83200N10318,235506,100SH SOLE 506,10000
SQUARE INCCL A852234103496,2278,010,127SH SOLE 8,010,12700
TIFFANY & CO NEWCOM886547108591,1546,381,880SH SOLE 6,381,88000
TRANSDIGM GROUP INCCOM893641100668,5701,284,058SH SOLE 1,284,05800
TWILIO INCCL A90138F1021,74115,835SH SOLE 15,83500
UBER TECHNOLOGIES INCCOM90353T10084,8103,001,420SH SOLE 3,001,42000
UNION PACIFIC CORPCOM907818108416,2532,569,779SH SOLE 2,569,77900
UNITEDHEALTH GROUP INCCOM91324P102984,2114,528,854SH SOLE 4,528,85400
WORLD WRESTLING ENTMT INCCL A98156Q108210,5462,959,183SH SOLE 2,959,18300