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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 60,127 | 217,656 | SH | SOLE | 217,656 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 18,035 | 622,124 | SH | SOLE | 622,124 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 91,244 | 545,619 | SH | SOLE | 545,619 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 58,891 | 33,925 | SH | SOLE | 33,925 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 28,804 | 428,054 | SH | SOLE | 428,054 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 21,786 | 356,793 | SH | SOLE | 356,793 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 45,026 | 75,904 | SH | SOLE | 75,904 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 37,432 | 287,229 | SH | SOLE | 287,229 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 117,685 | 387,734 | SH | SOLE | 387,734 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 18,758 | 121,732 | SH | SOLE | 121,732 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 111,059 | 836,541 | SH | SOLE | 836,541 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 53,566 | 336,890 | SH | SOLE | 336,890 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 12,799 | 84,572 | SH | SOLE | 84,572 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 76,036 | 2,695,347 | SH | SOLE | 2,695,347 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 44,577 | 320,632 | SH | SOLE | 320,632 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 56,283 | 330,280 | SH | SOLE | 330,280 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 26,462 | 457,260 | SH | SOLE | 457,260 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 59,015 | 829,733 | SH | SOLE | 829,733 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 56,629 | 381,497 | SH | SOLE | 381,497 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 57,737 | 1,865,497 | SH | SOLE | 1,865,497 | 0 | 0 | ||
| SMILEDIRECTCLUB INC | CL A COM | 83192H106 | 8,406 | 605,600 | SH | SOLE | 605,600 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 48,085 | 610,444 | SH | SOLE | 610,444 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 45,457 | 300,561 | SH | SOLE | 300,561 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 85,513 | 1,201,867 | SH | SOLE | 1,201,867 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 44,377 | 7,624,892 | SH | SOLE | 7,624,892 | 0 | 0 | ||