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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 298,658 | 938,469 | SH | SOLE | N/A | 938,469 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 333,056 | 1,712,547 | SH | SOLE | N/A | 1,712,547 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 252,931 | 129,727 | SH | SOLE | N/A | 129,727 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 108,366 | 3,581,169 | SH | SOLE | N/A | 3,581,169 | 0 | 0 | ||
| ANTERO MIDSTREAM CORP | COM | 03676B102 | 1,982 | 944,000 | SH | SOLE | N/A | 944,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 192,782 | 1,404,502 | SH | SOLE | N/A | 1,404,502 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 140,501 | 900,072 | SH | SOLE | N/A | 900,072 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 272 | 1 | SH | SOLE | N/A | 1 | 0 | 0 | ||
| BK OF AMERICA CORP | COM | 060505104 | 187,328 | 8,823,752 | SH | SOLE | N/A | 8,823,752 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 131,116 | 4,018,280 | SH | SOLE | N/A | 4,018,280 | 0 | 0 | ||
| CARS COM INC | COM | 14575E105 | 6,697 | 1,557,332 | SH | SOLE | N/A | 1,557,332 | 0 | 0 | ||
| CHEESECAKE FACTORY INC | COM | 163072101 | 7,737 | 453,000 | SH | SOLE | N/A | 453,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 75,040 | 2,240,000 | SH | SOLE | N/A | 2,240,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 120,516 | 862,491 | SH | SOLE | N/A | 862,491 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 239,912 | 4,186,946 | SH | SOLE | N/A | 4,186,946 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 100,525 | 310,195 | SH | SOLE | N/A | 310,195 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 59,815 | 1,063,000 | SH | SOLE | N/A | 1,063,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 198,944 | 1,192,710 | SH | SOLE | N/A | 1,192,710 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 425,176 | 3,495,364 | SH | SOLE | N/A | 3,495,364 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 129,222 | 1,360,372 | SH | SOLE | N/A | 1,360,372 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 159,711 | 856,176 | SH | SOLE | N/A | 856,176 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 173,504 | 1,202,965 | SH | SOLE | N/A | 1,202,965 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 8,362 | 146,416 | SH | SOLE | N/A | 146,416 | 0 | 0 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 105,716 | 2,748,732 | SH | SOLE | N/A | 2,748,732 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 89,699 | 285,649 | SH | SOLE | N/A | 285,649 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 307,670 | 2,852,495 | SH | SOLE | N/A | 2,852,495 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 90,929 | 1,009,985 | SH | SOLE | N/A | 1,009,985 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 95,528 | 8,263,638 | SH | SOLE | N/A | 8,263,638 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 204,240 | 1,180,579 | SH | SOLE | N/A | 1,180,579 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 12,425 | 462,739 | SH | SOLE | N/A | 462,739 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 80,584 | 3,411,696 | SH | SOLE | N/A | 3,411,696 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 133,854 | 554,125 | SH | SOLE | N/A | 554,125 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 29,242 | 442,792 | SH | SOLE | N/A | 442,792 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 417,301 | 2,646,005 | SH | SOLE | N/A | 2,646,005 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | 197,819 | 616,336 | SH | SOLE | N/A | 616,336 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 10,910 | 870,000 | SH | SOLE | N/A | 870,000 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 85,349 | 3,130,931 | SH | SOLE | N/A | 3,130,931 | 0 | 0 | ||
| OMNICOM GROUP INC | COM | 681919106 | 17,019 | 310,000 | SH | SOLE | N/A | 310,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 57,468 | 2,973,009 | SH | SOLE | N/A | 2,973,009 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 38,619 | 4,295,821 | SH | SOLE | N/A | 4,295,821 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 129,525 | 2,659,644 | SH | SOLE | N/A | 2,659,644 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 69,012 | 479,315 | SH | SOLE | N/A | 479,315 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 181,316 | 632,690 | SH | SOLE | N/A | 632,690 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 81,872 | 553,000 | SH | SOLE | N/A | 553,000 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 46,649 | 2,142,795 | SH | SOLE | N/A | 2,142,795 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 55,478 | 173,266 | SH | SOLE | N/A | 173,266 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 153,230 | 1,086,431 | SH | SOLE | N/A | 1,086,431 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 171,433 | 687,438 | SH | SOLE | N/A | 687,438 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 44,740 | 277,684 | SH | SOLE | N/A | 277,684 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 53,096 | 507,857 | SH | SOLE | N/A | 507,857 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 182,713 | 1,812,268 | SH | SOLE | N/A | 1,812,268 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 23,764 | 1,318,000 | SH | SOLE | N/A | 1,318,000 | 0 | 0 | ||