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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 3,285 | 5,610 | SH | SOLE | 5,610 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 129,467 | 570,891 | SH | SOLE | 570,891 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,709 | 700 | SH | SOLE | 700 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 5,986 | 1,740 | SH | SOLE | 1,740 | 0 | 0 | ||
| AMPHENOL CORP NEW | CL A | 032095101 | 3,622 | 52,940 | SH | SOLE | 52,940 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 1,889 | 6,470 | SH | SOLE | 6,470 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 17,749 | 185,037 | SH | SOLE | 185,037 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 4,260 | 18,215 | SH | SOLE | 18,215 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 64,764 | 1,108,600 | SH | SOLE | 1,108,600 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 1,590 | 7,720 | SH | SOLE | 7,720 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 63,606 | 469,939 | SH | SOLE | 469,939 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 4,252 | 12,230 | SH | SOLE | 12,230 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 111,953 | 596,955 | SH | SOLE | 596,955 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 3,119 | 9,807 | SH | SOLE | 9,807 | 0 | 0 | ||
| LIVENT CORP | COM | 53814L108 | 73,124 | 3,777,080 | SH | SOLE | 3,777,080 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 201,333 | 743,200 | SH | SOLE | 743,200 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 667 | 5,375 | SH | SOLE | 5,375 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 1,915 | 39,500 | SH | SOLE | 39,500 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 3,758 | 27,850 | SH | SOLE | 27,850 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 3,676 | 6,690 | SH | SOLE | 6,690 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 1,057 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,050 | 20,950 | SH | SOLE | 20,950 | 0 | 0 | ||