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 13,591 51,000 SH   SOLE N/A 51,000 0 0
ANSYS INC COM 03662Q105 10,557 57,780 SH   SOLE N/A 57,780 0 0
BRINKS CO COM 109696104 10,017 132,840 SH   SOLE N/A 132,840 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 961 112,739 SH   SOLE N/A 112,739 0 0
CORPORACION AMER ARPTS S A COM L1995B107 3,655 441,929 SH   SOLE N/A 441,929 0 0
DOMINOS PIZZA INC COM 25754A201 11,150 43,200 SH   SOLE N/A 43,200 0 0
FERRARI N V COM N3167Y103 14,450 108,000 SH   SOLE N/A 108,000 0 0
FIVE BELOW INC COM 33829M101 9,248 74,432 SH   SOLE N/A 74,432 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 13,316 54,000 SH   SOLE N/A 54,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 890 21,600 SH   SOLE N/A 21,600 0 0
ICICI BK LTD ADR 45104G104 16,273 1,419,948 SH   SOLE N/A 1,419,948 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6,174 118,996 SH   SOLE N/A 118,996 0 0
KIRBY CORP COM 497266106 6,084 81,000 SH   SOLE N/A 81,000 0 0
LATAM AIRLS GROUP S A SPONSORED ADR 51817R106 857 81,000 SH   SOLE N/A 81,000 0 0
MGP INGREDIENTS INC NEW COM 55303J106 833 10,800 SH   SOLE N/A 10,800 0 0
MOODYS CORP COM 615369105 2,324 12,836 SH   SOLE N/A 12,836 0 0
NETFLIX INC COM 64110L106 6,700 18,792 SH   SOLE N/A 18,792 0 0
NIKE INC CL B 654106103 6,275 74,520 SH   SOLE N/A 74,520 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 3,246 108,743 SH   SOLE N/A 108,743 0 0
S&P GLOBAL INC COM 78409V104 2,793 13,267 SH   SOLE N/A 13,267 0 0
SEA LTD SPONSORED ADS 81141R100 8,510 361,800 SH   SOLE N/A 361,800 0 0
SERVICENOW INC COM 81762P102 11,979 48,600 SH   SOLE N/A 48,600 0 0
SHOPIFY INC CL A 82509L107 9,626 46,589 SH   SOLE N/A 46,589 0 0
VISA INC COM CL A 92826C839 7,169 45,900 SH   SOLE N/A 45,900 0 0