The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 110,703 | 807,637 | SH | SOLE | 807,637 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 107,337 | 2,775,715 | SH | SOLE | 2,775,715 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 37,706 | 2,129,053 | SH | SOLE | 2,129,053 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 144,584 | 5,582,381 | SH | SOLE | 5,582,381 | 0 | 0 | ||
| FOUR SEASONS ED CAYMAN INC | ADR | 35101A101 | 4,655 | 1,900,148 | SH | SOLE | 1,900,148 | 0 | 0 | ||
| HEXCEL CORP NEW | COM | 428291108 | 39,791 | 693,956 | SH | SOLE | 693,956 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 1,373 | 10,550 | SH | SOLE | 10,550 | 0 | 0 | ||