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 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
AMERICAN EXPRESS CO COM 025816109 16,473 173,040 SH   SOLE 173,040 0 0
BOTTOMLINE TECH DEL INC COM 101388106 10,085 198,640 SH   SOLE 198,640 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 31,526 235,108 SH   SOLE 235,108 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 17,351 87,800 SH   SOLE 87,800 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 9,638 212,000 SH   SOLE 212,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 20,279 221,390 SH   SOLE 221,390 0 0
MORNINGSTAR INC COM 617700109 17,320 122,863 SH   SOLE 122,863 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 23,268 658,390 SH   SOLE 658,390 0 0
STONECO LTD COM CL A G85158106 21,025 542,428 SH   SOLE 542,428 0 0