The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 146,025 | 688,471 | SH | SOLE | 688,471 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 6,059 | 108,121 | SH | SOLE | 108,121 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 4,451 | 430,005 | SH | SOLE | 430,005 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 167,929 | 3,305,034 | SH | SOLE | 3,305,034 | 0 | 0 | ||
| FOUR SEASONS ED CAYMAN INC | ADR | 35101A101 | 948 | 592,602 | SH | SOLE | 592,602 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 127,792 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 3,392 | 16,422 | SH | SOLE | 16,422 | 0 | 0 | ||
| LIVENT CORP | COM | 53814L108 | 33,492 | 3,917,195 | SH | SOLE | 3,917,195 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 140,826 | 893,000 | SH | SOLE | 893,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 18,633 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 21,418 | 143,217 | SH | SOLE | 143,217 | 0 | 0 | ||