The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 SYS INC | COM | 00724F101 | 64,664 | 369,000 | SH | SOLE | 369,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 87,415 | 506,962 | SH | SOLE | 506,962 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 41,835 | 35,773 | SH | SOLE | 35,773 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 79,895 | 1,361,773 | SH | SOLE | 1,361,773 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 22,864 | 89,000 | SH | OTR | 1 | 0 | 89,000 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 114,681 | 446,404 | SH | SOLE | 446,404 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 28,308 | 123,847 | SH | OTR | 1 | 0 | 123,847 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 85,111 | 372,363 | SH | SOLE | 372,363 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 51,855 | 493,574 | SH | SOLE | 493,574 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 50,123 | 529,510 | SH | SOLE | 529,510 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 33,909 | 192,163 | SH | SOLE | 192,163 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 129,718 | 2,297,935 | SH | SOLE | 2,297,935 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 38,528 | 139,643 | SH | SOLE | 139,643 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 113,116 | 3,266,420 | SH | SOLE | 3,266,420 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 14,220 | 234,000 | SH | OTR | 1 | 0 | 234,000 | 0 | |
| PTC INC | COM | 69370C100 | 49,705 | 817,912 | SH | SOLE | 817,912 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 64,687 | 1,052,800 | SH | SOLE | 1,052,800 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 76,729 | 682,642 | SH | SOLE | 682,642 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 35,053 | 186,453 | SH | SOLE | 186,453 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 89,171 | 812,272 | SH | SOLE | 812,272 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 106,507 | 616,897 | SH | SOLE | 616,897 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 104,766 | 3,198,965 | SH | SOLE | 3,198,965 | 0 | 0 | ||