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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 60,493 248,116 SH   SOLE 248,116 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 59,338 319,832 SH   SOLE 319,832 0 0
AMAZON COM INC COM 023135106 59,138 34,791 SH   SOLE 34,791 0 0
AUTODESK INC COM 052769106 28,801 219,707 SH   SOLE 219,707 0 0
CONSTELLATION BRANDS INC CL A 21036P108 69,654 318,244 SH   SOLE 318,244 0 0
ELECTRONIC ARTS INC COM 285512109 20,917 148,325 SH   SOLE 148,325 0 0
EQUIFAX INC COM 294429105 20,996 167,824 SH   SOLE 167,824 0 0
F M C CORP COM NEW 302491303 47,582 533,372 SH   SOLE 533,372 0 0
FACEBOOK INC CL A 30303M102 50,404 259,389 SH   SOLE 259,389 0 0
IAC INTERACTIVECORP COM 44919P508 87,671 574,927 SH   SOLE 574,927 0 0
JD COM INC SPON ADR CL A 47215P106 62,878 1,614,332 SH   SOLE 1,614,332 0 0
LAMB WESTON HLDGS INC COM 513272104 60,382 881,354 SH   SOLE 881,354 0 0
LAMB WESTON HLDGS INC COM 513272104 17,868 260,814 SH   OTR 1 0 260,814 0
MERCADOLIBRE INC COM 58733R102 41,589 139,125 SH   SOLE 139,125 0 0
MICROSOFT CORP COM 594918104 70,126 711,145 SH   SOLE 711,145 0 0
MOHAWK INDS INC COM 608190104 41,909 195,589 SH   SOLE 195,589 0 0
NETFLIX INC COM 64110L106 33,857 86,496 SH   SOLE 86,496 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 33,095 1,192,606 SH   SOLE 1,192,606 0 0
PLANET FITNESS INC CL A 72703H101 49,681 1,130,652 SH   SOLE 1,130,652 0 0
PTC INC COM 69370C100 40,265 429,215 SH   SOLE 429,215 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 88,845 1,472,615 SH   SOLE 1,472,615 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 21,946 130,446 SH   SOLE 130,446 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 19,031 160,793 SH   OTR 1 0 160,793 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 70,522 595,830 SH   SOLE 595,830 0 0
VULCAN MATLS CO COM 929160109 41,140 318,764 SH   SOLE 318,764 0 0
YANDEX N V SHS CLASS A N97284108 109,090 3,038,721 SH   SOLE 3,038,721 0 0