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 170,516 465,814 SH   SOLE   465,814 0 0
ALPHABET INC CAP STK CL C 02079K107 106,660 48,760 SH   SOLE   48,760 0 0
AMAZON COM INC COM 023135106 36,804 346,520 SH   SOLE   346,520 0 0
ASPEN TECHNOLOGY INC COM 29109X106 100,495 547,118 SH   SOLE   547,118 0 0
BERRY GLOBAL GROUP INC COM 08579W103 61,303 1,121,935 SH   SOLE   1,121,935 0 0
CLARIVATE PLC ORD SHS G21810109 84,914 6,126,561 SH   SOLE   6,126,561 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 152,245 2,418,117 SH   SOLE   2,418,117 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 123,223 2,242,051 SH   SOLE   2,242,051 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 1,256 161,082 SH   SOLE   161,082 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 33,894 4,351,012 SH   SOLE   4,351,012 0 0
LOWES COS INC COM 548661107 149,297 854,735 SH   SOLE   854,735 0 0
PTC INC COM 69370C100 38,583 362,824 SH   SOLE   362,824 0 0
SOTERA HEALTH CO COM 83601L102 36,518 1,864,094 SH   SOLE   1,864,094 0 0
VERISIGN INC COM 92343E102 99,783 596,324 SH   SOLE   596,324 0 0
VISA INC COM CL A 92826C839 225,532 1,145,470 SH   SOLE   1,145,470 0 0
XP INC CL A G98239109 34,399 1,915,312 SH   SOLE   1,915,312 0 0