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 SYS INC COM 00724F101 39,526 225,558 SH   SOLE   225,558 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 92,063 533,921 SH   SOLE   533,921 0 0
ALPHABET INC CL C COM 02079K107 35,240 33,678 SH   SOLE   33,678 0 0
ARCONIC INC COM 03965L100 38,363 1,407,826 SH   SOLE   1,407,826 0 0
CARNIVAL CORP PAIRED CTF 143658300 31,587 475,935 SH   SOLE   475,935 0 0
CITIGROUP INC COM NEW 172967424 34,443 462,884 SH   SOLE   462,884 0 0
COPA HOLDINGS SA CL A P31076105 73,826 550,701 SH   SOLE   550,701 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 52,130 1,182,100 SH   SOLE   1,182,100 0 0
FACEBOOK INC CL A 30303M102 37,958 215,109 SH   SOLE   215,109 0 0
FEDEX CORP COM 31428X106 50,248 201,366 SH   SOLE   201,366 0 0
IPG PHOTONICS CORP COM 44980X109 39,447 184,220 SH   SOLE   184,220 0 0
NUTANIX INC CL A 67059N108 29,363 832,309 SH   SOLE   832,309 0 0
OWENS ILL INC COM NEW 690768403 28,037 1,264,667 SH   SOLE   1,264,667 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 24,699 179,950 SH   SOLE   179,950 0 0
STERICYCLE INC COM 858912108 35,148 516,966 SH   SOLE   516,966 0 0
TOLL BROTHERS INC COM 889478103 31,252 650,819 SH   SOLE   650,819 0 0
UNION PAC CORP COM 907818108 39,127 291,782 SH   SOLE   291,782 0 0
WHIRLPOOL CORP COM 963320106 50,887 301,750 SH   SOLE   301,750 0 0