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 |
ADOBE SYS INC | COM | 00724F101 | 72,228 | 267,559 | SH | SOLE | 267,559 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 44,289 | 268,810 | SH | SOLE | 268,810 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 70,357 | 35,126 | SH | SOLE | 35,126 | 0 | 0 | ||
AT HOME GROUP INC | COM | 04650Y100 | 965 | 30,613 | SH | SOLE | 30,613 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 18,355 | 85,126 | SH | OTR | 1 | 0 | 85,126 | 0 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 91,577 | 424,716 | SH | SOLE | 424,716 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 49,228 | 408,566 | SH | SOLE | 408,566 | 0 | 0 | ||
F M C CORP | COM NEW | 302491303 | 41,745 | 478,835 | SH | SOLE | 478,835 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 106,491 | 491,377 | SH | SOLE | 491,377 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 49,204 | 738,794 | SH | SOLE | 738,794 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 22,274 | 498,868 | SH | SOLE | 498,868 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 35,751 | 105,004 | SH | SOLE | 105,004 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 87,514 | 765,181 | SH | SOLE | 765,181 | 0 | 0 | ||
MOMO INC | ADR | 60879B107 | 46,704 | 1,066,295 | SH | SOLE | 1,066,295 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 52,594 | 140,577 | SH | SOLE | 140,577 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 54,214 | 1,959,317 | SH | SOLE | 1,959,317 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 63,835 | 726,724 | SH | SOLE | 726,724 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 35,308 | 653,489 | SH | SOLE | 653,489 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 93,143 | 877,136 | SH | SOLE | 877,136 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 40,508 | 562,371 | SH | SOLE | 562,371 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 87,095 | 1,472,005 | SH | SOLE | 1,472,005 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 25,383 | 140,371 | SH | SOLE | 140,371 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 65,743 | 936,771 | SH | SOLE | 936,771 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 85,111 | 616,793 | SH | SOLE | 616,793 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 18,545 | 134,393 | SH | OTR | 1 | 0 | 134,393 | 0 |