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 17,347 173,040 SH   SOLE 173,040 0 0
BOTTOMLINE TECH DEL INC COM 101388106 14,675 348,070 SH   SOLE 348,070 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 34,551 234,708 SH   SOLE 234,708 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 17,645 87,800 SH   SOLE 87,800 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 10,592 212,000 SH   SOLE 212,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 22,130 221,190 SH   SOLE 221,190 0 0
MORNINGSTAR INC COM 617700109 24,310 151,363 SH   SOLE 151,363 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 27,279 723,390 SH   SOLE 723,390 0 0
PAYPAL HLDGS INC COM 70450Y103 15,802 80,200 SH   SOLE 80,200 0 0
STONECO LTD COM CL A G85158106 31,578 597,058 SH   SOLE 597,058 0 0