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
ADOBE SYS INC COM 00724F101 61,964 286,765 SH   SOLE 286,765 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 86,822 473,041 SH   SOLE 473,041 0 0
AMAZON COM INC COM 023135106 48,244 33,333 SH   SOLE 33,333 0 0
BROADCOM LTD SHS Y09827109 20,973 89,000 SH   OTR 1 0 89,000 0
BROADCOM LTD SHS Y09827109 69,623 295,450 SH   SOLE 295,450 0 0
CONSTELLATION BRANDS INC CL A 21036P108 71,704 314,602 SH   SOLE 314,602 0 0
ELECTRONIC ARTS INC COM 285512109 19,914 164,249 SH   SOLE 164,249 0 0
F M C CORP COM NEW 302491303 64,780 846,023 SH   SOLE 846,023 0 0
FACEBOOK INC CL A 30303M102 74,769 467,921 SH   SOLE 467,921 0 0
LAMB WESTON HLDGS INC COM 513272104 15,185 260,814 SH   OTR 1 0 260,814 0
LAMB WESTON HLDGS INC COM 513272104 135,890 2,334,083 SH   SOLE 2,334,083 0 0
MERCADOLIBRE INC COM 58733R102 35,871 100,650 SH   SOLE 100,650 0 0
MICROSOFT CORP COM 594918104 4,641 50,852 SH   SOLE 50,852 0 0
MOHAWK INDS INC COM 608190104 35,346 152,208 SH   SOLE 152,208 0 0
NETFLIX INC COM 64110L106 17,689 59,893 SH   SOLE 59,893 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 71,100 811,176 SH   SOLE 811,176 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 20,527 535,665 SH   SOLE 535,665 0 0
PLANET FITNESS INC CL A 72703H101 84,231 2,230,108 SH   SOLE 2,230,108 0 0
PTC INC COM 69370C100 55,910 716,707 SH   SOLE 716,707 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 80,325 1,411,595 SH   SOLE 1,411,595 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 18,961 182,841 SH   SOLE 182,841 0 0
STAMPS COM INC COM NEW 852857200 59,590 296,394 SH   SOLE 296,394 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,823 90,231 SH   OTR 1 0 90,231 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 86,774 887,440 SH   SOLE 887,440 0 0
VULCAN MATLS CO COM 929160109 34,870 305,423 SH   SOLE 305,423 0 0
YANDEX N V SHS CLASS A N97284108 93,697 2,375,086 SH   SOLE 2,375,086 0 0