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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE SYSTEMS INCORPORATEDCOM00724F10191,783187,147SH SOLE 187,14700
ALPHABET INCCAP STK CL C02079K10775,63751,468SH SOLE 51,46800
ASPEN TECHNOLOGY INCCOM045327103149,9751,184,730SH SOLE 1,184,73000
BERRY GLOBAL GROUP INCCOM08579W10398,1402,031,035SH SOLE 2,031,03500
CONSTELLATION BRANDS INCCL A21036P108102,153539,035SH SOLE 539,03500
DESPEGAR COM CORPORD SHSG273581034,136650,350SH SOLE 650,35000
FLOOR & DECOR HLDGS INCCL A339750101136,4581,824,308SH SOLE 1,824,30800
HDFC BANK LTDSPONSORED ADS40415F101221,1334,426,197SH SOLE 4,426,19700
LIBERTY LATIN AMERICA LTDCOM CL AG9001E1023,041368,656SH SOLE 368,65600
LIBERTY LATIN AMERICA LTDCOM CL CG9001E12847,6915,858,866SH SOLE 5,858,86600
LOWES COS INCCOM548661107113,255682,832SH SOLE 682,83200
POPULAR INCCOM NEW73317470072,0231,985,747SH SOLE 1,985,74700
PTC INCCOM69370C100104,1461,259,014SH SOLE 1,259,01400
RESTAURANT BRANDS INTL INCCOM76131D10368,7451,195,357SH SOLE 1,195,35700
SPIRIT AEROSYSTEMS HLDGS INCCOM CL A84857410924,3661,288,502SH SOLE 1,288,50200
ULTA BEAUTY INCCOM90384S30376,600341,993SH SOLE 341,99300
VISA INCCOM CL A92826C839142,595713,083SH SOLE 713,08300