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 |
| ADOBE SYS INC | COM | 00724F101 | 40,187 | 269,383 | SH | SOLE | 269,383 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 82,121 | 475,487 | SH | SOLE | 475,487 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 77,026 | 1,359,685 | SH | SOLE | 1,359,685 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 21,586 | 89,000 | SH | OTR | 1 | 0 | 89,000 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 116,146 | 478,872 | SH | SOLE | 478,872 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 36,701 | 100,987 | SH | SOLE | 100,987 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 24,701 | 123,847 | SH | OTR | 1 | 0 | 123,847 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 88,739 | 444,919 | SH | SOLE | 444,919 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 74,064 | 627,344 | SH | SOLE | 627,344 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 60,824 | 681,048 | SH | SOLE | 681,048 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 45,218 | 264,636 | SH | SOLE | 264,636 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 44,026 | 177,876 | SH | SOLE | 177,876 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 26,991 | 102,313 | SH | SOLE | 102,313 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 89,872 | 3,331,045 | SH | SOLE | 3,331,045 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 13,169 | 234,000 | SH | OTR | 1 | 0 | 234,000 | 0 | |
| PTC INC | COM | 69370C100 | 102,886 | 1,828,101 | SH | SOLE | 1,828,101 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 67,011 | 1,048,877 | SH | SOLE | 1,048,877 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 38,247 | 188,733 | SH | SOLE | 188,733 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 17,752 | 287,909 | SH | SOLE | 287,909 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 78,288 | 765,802 | SH | SOLE | 765,802 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 79,360 | 615,912 | SH | SOLE | 615,912 | 0 | 0 | ||
| VIAVI SOLUTIONS INC | COM | 925550105 | 25,375 | 2,682,313 | SH | SOLE | 2,682,313 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 132,594 | 4,024,105 | SH | SOLE | 4,024,105 | 0 | 0 | ||