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 | 165,759 | 768,471 | SH | SOLE | 768,471 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 2,024 | 25,537 | SH | SOLE | 25,537 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 9,449 | 163,903 | SH | SOLE | 163,903 | 0 | 0 | ||
| FOUR SEASONS ED CAYMAN INC | ADR | 35101A101 | 504 | 434,887 | SH | SOLE | 434,887 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 6,439 | 37,960 | SH | SOLE | 37,960 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 1,231 | 6,522 | SH | SOLE | 6,522 | 0 | 0 | ||
| LIVENT CORP | COM | 53814L108 | 13,894 | 2,255,475 | SH | SOLE | 2,255,475 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 150,190 | 738,000 | SH | SOLE | 738,000 | 0 | 0 | ||