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 103,143 179,155 SH   SOLE   179,155 0 0
ALPHABET INC CAP STK CL C 02079K107 79,823 29,949 SH   SOLE   29,949 0 0
AMAZON COM INC COM 023135106 66,644 20,287 SH   SOLE   20,287 0 0
ASPEN TECHNOLOGY INC COM 045327103 115,185 937,989 SH   SOLE   937,989 0 0
BERRY GLOBAL GROUP INC COM 08579W103 88,065 1,446,539 SH   SOLE   1,446,539 0 0
CLARIVATE PLC ORD SHS G21810109 45,441 2,074,930 SH   SOLE   2,074,930 0 0
CONSTELLATION BRANDS INC CL A 21036P108 83,104 394,438 SH   SOLE   394,438 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 290,474 2,404,785 SH   SOLE   2,404,785 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 249,009 3,406,885 SH   SOLE   3,406,885 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 5,901 451,125 SH   SOLE   451,125 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 80,913 6,167,121 SH   SOLE   6,167,121 0 0
LOWES COS INC COM 548661107 148,787 733,446 SH   SOLE   733,446 0 0
PTC INC COM 69370C100 107,015 893,351 SH   SOLE   893,351 0 0
SOTERA HEALTH CO COM 83601L102 7,581 289,900 SH   SOLE   289,900 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 49,873 1,128,609 SH   SOLE   1,128,609 0 0
VERISIGN INC COM 92343E102 66,431 324,036 SH   SOLE   324,036 0 0
VISA INC COM CL A 92826C839 247,340 1,110,392 SH   SOLE   1,110,392 0 0
XP INC CL A G98239109 53,883 1,341,371 SH   SOLE   1,341,371 0 0