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
ACTIVISION BLIZZARD INC COM 00507V109 56,263 1,558,110 SH   SOLE   1,558,110 0 0
ADOBE SYS INC COM 00724F101 56,273 546,601 SH   SOLE   546,601 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18,688 64,906 SH   SOLE   64,906 0 0
CME GROUP INC COM 12572Q105 35,762 310,027 SH   SOLE   310,027 0 0
CONSTELLATION BRANDS INC CL A 21036P108 76,954 501,950 SH   SOLE   501,950 0 0
DOMINOS PIZZA INC COM 25754A201 28,195 177,058 SH   SOLE   177,058 0 0
EPAM SYS INC COM 29414B104 48,405 752,677 SH   SOLE   752,677 0 0
FAIR ISAAC CORP COM 303250104 25,193 211,315 SH   SOLE   211,315 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 7,097 116,954 SH   SOLE   116,954 0 0
INTUIT COM 461202103 46,306 404,035 SH   SOLE   404,035 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 50,764 4,938,164 SH   SOLE   4,938,164 0 0
LOGMEIN INC COM 54142L109 35,532 368,018 SH   SOLE   368,018 0 0
MICROSOFT CORP COM 594918104 85,974 1,383,546 SH   SOLE   1,383,546 0 0
MOHAWK INDS INC COM 608190104 36,898 184,784 SH   SOLE   184,784 0 0
NEWFIELD EXPL CO COM 651290108 69,440 1,714,559 SH   SOLE   1,714,559 0 0
NORFOLK SOUTHERN CORP COM 655844108 111,419 1,030,990 SH   SOLE   1,030,990 0 0
PANERA BREAD CO CL A 69840W108 18,278 89,122 SH   SOLE   89,122 0 0
PARSLEY ENERGY INC CL A 701877102 37,140 1,053,918 SH   SOLE   1,053,918 0 0
PAYPAL HLDGS INC COM 70450Y103 93,844 2,377,600 SH   SOLE   2,377,600 0 0
PTC INC COM 69370C100 100,079 2,162,944 SH   SOLE   2,162,944 0 0
SCHWAB CHARLES CORP NEW COM 808513105 57,124 1,447,285 SH   SOLE   1,447,285 0 0
SONY CORP ADR NEW 835699307 8,583 306,222 SH   SOLE   306,222 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 41,489 841,739 SH   SOLE   841,739 0 0
US BANCORP DEL COM NEW 902973304 113,675 2,212,863 SH   SOLE   2,212,863 0 0
VAIL RESORTS INC COM 91879Q109 56,502 350,272 SH   SOLE   350,272 0 0
VULCAN MATLS CO COM 929160109 45,875 366,557 SH   SOLE   366,557 0 0