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
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10235,423215,000SH SOLE 215,00000
AMAZON COM INCCOM02313510624,03612,000SH SOLE 12,00000
CINTAS CORPCOM17290810527,693140,000SH SOLE 140,00000
FACEBOOK INCCL A30303M1027,40145,000SH SOLE 45,00000
FERRARI N VCOMN3167Y10319,167140,000SH SOLE 140,00000
INTERACTIVE BROKERS GROUP INCOM45841N10716,593300,000SH SOLE 300,00000
INTUITIVE SURGICAL INCCOM NEW46120E60225,83045,000SH SOLE 45,00000
IQVIA HLDGS INCCOM46266C10525,948200,000SH SOLE 200,00000
MATCH GROUP INCCOM57665R10618,821325,000SH SOLE 325,00000
MICHAEL KORS HLDGS LTDSHSG6075410111,998175,000SH SOLE 175,00000
MONSTER BEVERAGE CORP NEWCOM61174X10929,140500,000SH SOLE 500,00000
NVIDIA CORPCOM67066G10425,29290,000SH SOLE 90,00000
OKTA INCCL A6792951057,036100,000SH SOLE 100,00000
PENN NATL GAMING INCCOM70756910928,805875,000SH SOLE 875,00000
PTC INCCOM69370C10042,476400,000SH SOLE 400,00000
REPLIGEN CORPCOM75991610915,252275,000SH SOLE 275,00000
SALESFORCE COM INCCOM79466L30247,709300,000SH SOLE 300,00000
SPOTIFY TECHNOLOGY S ASHSL8681T10222,604125,000SH SOLE 125,00000
UNITEDHEALTH GROUP INCCOM91324P10234,585130,000SH SOLE 130,00000
VAIL RESORTS INCCOM91879Q10928,814105,000SH SOLE 105,00000
VISA INCCOM CL A92826C83948,029320,000SH SOLE 320,00000