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 INC COM 00724F101 72,320 319,661 SH   SOLE 319,661 0 0
AMAZON COM INC COM 023135106 64,591 43,004 SH   SOLE 43,004 0 0
CONSTELLATION BRANDS INC CL A 21036P108 86,229 536,185 SH   SOLE 536,185 0 0
IAC INTERACTIVECORP COM 44919P508 85,822 468,872 SH   SOLE 468,872 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 9,123 68,133 SH   SOLE 68,133 0 0
LAMB WESTON HLDGS INC COM 513272104 42,462 577,244 SH   SOLE 577,244 0 0
MICROSOFT CORP COM 594918104 99,367 978,308 SH   SOLE 978,308 0 0
NETFLIX INC COM 64110L106 46,072 172,129 SH   SOLE 172,129 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 45,507 2,429,626 SH   SOLE 2,429,626 0 0
PAYPAL HLDGS INC COM 70450Y103 51,994 618,317 SH   SOLE 618,317 0 0
PLANET FITNESS INC CL A 72703H101 47,589 887,521 SH   SOLE 887,521 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 80,908 1,548,500 SH   SOLE 1,548,500 0 0
T MOBILE US INC COM 872590104 104,590 1,644,243 SH   SOLE 1,644,243 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 92,366 897,279 SH   SOLE 897,279 0 0