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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
21VIANET GROUP INC SPONSORED ADS A 90138A103 24,712 712,364 SH   SOLE   712,364 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 69,639 139,245 SH   SOLE   139,245 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 67,868 291,617 SH   SOLE   291,617 0 0
AMAZON COM INC COM 023135106 110,654 33,975 SH   SOLE   33,975 0 0
BOOKING HOLDINGS INC COM 09857L108 49,873 22,392 SH   SOLE   22,392 0 0
BRINKER INTL INC COM 109641100 35,497 627,480 SH   SOLE   627,480 0 0
BROADCOM INC COM 11135F101 47,704 108,950 SH   SOLE   108,950 0 0
DISNEY WALT CO COM 254687106 60,897 336,114 SH   SOLE   336,114 0 0
FACEBOOK INC CL A 30303M102 125,553 459,632 SH   SOLE   459,632 0 0
FAIR ISAAC CORP COM 303250104 59,310 116,057 SH   SOLE   116,057 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 58,303 412,154 SH   SOLE   412,154 0 0
FISERV INC COM 337738108 93,907 824,757 SH   SOLE   824,757 0 0
GLOBAL PMTS INC COM 37940X102 61,807 286,913 SH   SOLE   286,913 0 0
INTUIT COM 461202103 46,503 122,424 SH   SOLE   122,424 0 0
JD.COM INC SPON ADR CL A 47215P106 74,616 848,875 SH   SOLE   848,875 0 0
MERCADOLIBRE INC COM 58733R102 56,386 33,659 SH   SOLE   33,659 0 0
NXP SEMICONDUCTORS N V COM N6596X109 23,400 147,162 SH   SOLE   147,162 0 0
ON SEMICONDUCTOR CORP COM 682189105 93,860 2,867,718 SH   SOLE   2,867,718 0 0
PURPLE INNOVATION INC COM 74640Y106 9,671 293,600 SH   SOLE   293,600 0 0
ROKU INC COM CL A 77543R102 69,627 209,706 SH   SOLE   209,706 0 0
SYNOPSYS INC COM 871607107 48,131 185,663 SH   SOLE   185,663 0 0
TERADYNE INC COM 880770102 46,390 386,938 SH   SOLE   386,938 0 0
T-MOBILE US INC COM 872590104 58,893 436,733 SH   SOLE   436,733 0 0
TPG PACE BEN FIN CORP CL A COM G8990D125 47,899 1,851,509 SH   SOLE   1,851,509 0 0
TWILIO INC CL A 90138F102 23,219 68,595 SH   SOLE   68,595 0 0
UBER TECHNOLOGIES INC COM 90353T100 57,945 1,136,168 SH   SOLE   1,136,168 0 0
US FOODS HLDG CORP COM 912008109 81,321 2,441,335 SH   SOLE   2,441,335 0 0
ZYNGA INC CL A 98986T108 57,691 5,845,065 SH   SOLE   5,845,065 0 0