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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE INCCOM00724F101150,556545,000SH SOLE 545,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102579,4523,465,000SH SOLE 3,465,00000
AMAZON COM INCCOM023135106714,327411,500SH SOLE 411,50000
ANAPLAN INCCOM03272L108155,3303,304,889SH SOLE 3,304,88900
ARAMARKCOM03852U106131,1613,009,665SH SOLE 3,009,66500
AVANTOR INCCOM05352A10097,8296,655,000SH SOLE 6,655,00000
CHEWY INCCL A16679L10964,5232,625,000SH SOLE 2,625,00000
CLARIVATE ANALYTICS PLCCOMG21810109100,0375,929,895SH SOLE 5,929,89500
DISNEY WALT COCOM DISNEY254687106160,2941,230,000SH SOLE 1,230,00000
ENVISTA HLDGS CORPCOM29415F10422,304800,000SH SOLE 800,00000
FACEBOOK INCCL A30303M102528,8982,970,000SH SOLE 2,970,00000
FERRARI N VCOMN3167Y103386,9682,511,311SH SOLE 2,511,31100
FIDELITY NATL INFORMATION SVCOM31620M106236,9771,785,000SH SOLE 1,785,00000
GUIDEWIRE SOFTWARE INCCOM40171V100303,0302,875,589SH SOLE 2,875,58900
HILTON WORLDWIDE HLDGS INCCOM43300A203561,4536,030,000SH SOLE 6,030,00000
IQVIA HLDGS INCCOM46266C105217,9761,459,203SH SOLE 1,459,20300
JD COM INCSPON ADR CL A47215P106556,41619,724,079SH SOLE 19,724,07900
LAS VEGAS SANDS CORPCOM517834107230,1743,985,000SH SOLE 3,985,00000
LINDE PLCSHSG5494J103321,5751,660,000SH SOLE 1,660,00000
LIVONGO HEALTH INCCOM53918310313,647782,530SH SOLE 782,53000
NETFLIX INCCOM64110L106988,3213,693,000SH SOLE 3,693,00000
QUTOUTIAO INCADS REP SHS A74915J1079,3432,525,000SH SOLE 2,525,00000
REPLAY ACQUISITION CORPUNIT 03/01/2024G7513012325,6382,500,000SH SOLE 2,500,00000
SALESFORCE COM INCCOM79466L302172,1901,160,000SH SOLE 1,160,00000
SERVICENOW INCCOM81762P10257,421226,200SH SOLE 226,20000
TENCENT MUSIC ENTMT GROUPSPON ADS88034P109249,01519,500,000SH SOLE 19,500,00000
TWILIO INCCL A90138F10299,767907,300SH SOLE 907,30000
WYNN RESORTS LTDCOM983134107104,850964,400SH SOLE 964,40000