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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,025 13,000 SH   SOLE   13,000 0 0
ALPHABET INC COM 02079K107 22,249 12,700 SH   SOLE   12,700 0 0
ARCO PLATFORM LTD COM CL A G04553106 6,246 176,000 SH   SOLE   176,000 0 0
CDW CORP COM 12514G108 17,133 130,000 SH   SOLE   130,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 19,714 29,800 SH   SOLE   29,800 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 9,211 57,000 SH   SOLE   57,000 0 0
DENTSPLY SIRONA INC COM 24906P109 21,468 410,000 SH   SOLE   410,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,567 24,000 SH   SOLE   24,000 0 0
NATURA &CO HLDG S A ADS 63884N108 6,900 345,000 SH   SOLE   345,000 0 0
NETFLIX INC COM 64110L106 11,626 21,500 SH   SOLE   21,500 0 0
PROOFPOINT INC COM 743424103 10,231 75,000 SH   SOLE   75,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 15,686 460,000 SH   SOLE   460,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 6,436 90,000 SH   SOLE   90,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 23,760 880,000 SH   SOLE   880,000 0 0
TENNANT CO COM 880345103 5,754 82,000 SH   SOLE   82,000 0 0
VERINT SYS INC COM 92343X100 8,532 127,000 SH   SOLE   127,000 0 0