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 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