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 SYSTEMS INCORPORATED COM 00724F101 91,783 187,147 SH   SOLE   187,147 0 0
ALPHABET INC CAP STK CL C 02079K107 75,637 51,468 SH   SOLE   51,468 0 0
ASPEN TECHNOLOGY INC COM 045327103 149,975 1,184,730 SH   SOLE   1,184,730 0 0
BERRY GLOBAL GROUP INC COM 08579W103 98,140 2,031,035 SH   SOLE   2,031,035 0 0
CONSTELLATION BRANDS INC CL A 21036P108 102,153 539,035 SH   SOLE   539,035 0 0
DESPEGAR COM CORP ORD SHS G27358103 4,136 650,350 SH   SOLE   650,350 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 136,458 1,824,308 SH   SOLE   1,824,308 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 221,133 4,426,197 SH   SOLE   4,426,197 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 3,041 368,656 SH   SOLE   368,656 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 47,691 5,858,866 SH   SOLE   5,858,866 0 0
LOWES COS INC COM 548661107 113,255 682,832 SH   SOLE   682,832 0 0
POPULAR INC COM NEW 733174700 72,023 1,985,747 SH   SOLE   1,985,747 0 0
PTC INC COM 69370C100 104,146 1,259,014 SH   SOLE   1,259,014 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 68,745 1,195,357 SH   SOLE   1,195,357 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 24,366 1,288,502 SH   SOLE   1,288,502 0 0
ULTA BEAUTY INC COM 90384S303 76,600 341,993 SH   SOLE   341,993 0 0
VISA INC COM CL A 92826C839 142,595 713,083 SH   SOLE   713,083 0 0