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 | 12,649 | 97,200 | SH | SOLE | N/A | 97,200 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,688 | 13,786 | SH | SOLE | N/A | 13,786 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 12,921 | 14,575 | SH | SOLE | N/A | 14,575 | 0 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 5,446 | 44,810 | SH | SOLE | N/A | 44,810 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 10,084 | 268,275 | SH | SOLE | N/A | 268,275 | 0 | 0 | |
| DOLBY LABORATORIES INC | COM | 25659T107 | 12,226 | 233,275 | SH | SOLE | N/A | 233,275 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 14,488 | 431,570 | SH | SOLE | N/A | 431,570 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 7,952 | 183,600 | SH | SOLE | N/A | 183,600 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 4,912 | 594,000 | SH | SOLE | N/A | 594,000 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 15,715 | 1,827,350 | SH | SOLE | N/A | 1,827,350 | 0 | 0 | |
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 14,708 | 423,620 | SH | SOLE | N/A | 423,620 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 6,122 | 54,430 | SH | SOLE | N/A | 54,430 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 6,043 | 53,940 | SH | SOLE | N/A | 53,940 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 5,485 | 464,400 | SH | SOLE | N/A | 464,400 | 0 | 0 | |
| PAPA JOHNS INTL INC | COM | 698813102 | 3,458 | 43,200 | SH | SOLE | N/A | 43,200 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 18,182 | 10,215 | SH | SOLE | N/A | 10,215 | 0 | 0 | |
| PROTO LABS INC | COM | 743713109 | 5,519 | 108,000 | SH | SOLE | N/A | 108,000 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 10,662 | 81,550 | SH | SOLE | N/A | 81,550 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 6,552 | 54,430 | SH | SOLE | N/A | 54,430 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 13,604 | 155,525 | SH | SOLE | N/A | 155,525 | 0 | 0 | |
| SYNCHRONY FINL | COM | 87165B103 | 10,817 | 315,350 | SH | SOLE | N/A | 315,350 | 0 | 0 | |
| TRUECAR INC | COM | 89785L107 | 8,913 | 576,175 | SH | SOLE | N/A | 576,175 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 12,382 | 139,325 | SH | SOLE | N/A | 139,325 | 0 | 0 | |