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 INC COM 00724F101 65,704 222,990 SH   SOLE 222,990 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 64,460 380,407 SH   SOLE 380,407 0 0
AMAZON COM INC COM 023135106 54,650 28,860 SH   SOLE 28,860 0 0
ARAMARK COM 03852U106 33,302 923,516 SH   SOLE 923,516 0 0
AVALARA INC COM 05338G106 15,955 220,983 SH   SOLE 220,983 0 0
BLACK KNIGHT INC COM 09215C105 21,992 365,613 SH   SOLE 365,613 0 0
BOEING CO COM 097023105 76,639 210,541 SH   SOLE 210,541 0 0
COSTAR GROUP INC COM 22160N109 43,098 77,786 SH   SOLE 77,786 0 0
DISNEY WALT CO COM DISNEY 254687106 41,097 294,306 SH   SOLE 294,306 0 0
EVERBRIDGE INC COM 29978A104 8,797 98,376 SH   SOLE 98,376 0 0
FAIR ISAAC CORP COM 303250104 119,592 380,842 SH   SOLE 380,842 0 0
FERRARI N V COM N3167Y103 20,132 124,719 SH   SOLE 124,719 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 44,975 366,601 SH   SOLE 366,601 0 0
GLOBAL PMTS INC COM 37940X102 44,744 279,421 SH   SOLE 279,421 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 12,395 79,713 SH   SOLE 79,713 0 0
JD COM INC SPON ADR CL A 47215P106 72,062 2,379,055 SH   SOLE 2,379,055 0 0
MICROSOFT CORP COM 594918104 44,012 328,544 SH   SOLE 328,544 0 0
NETFLIX INC COM 64110L106 68,062 185,294 SH   SOLE 185,294 0 0
PLANET FITNESS INC CL A 72703H101 33,938 468,500 SH   SOLE 468,500 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 43,321 623,061 SH   SOLE 623,061 0 0
SEA LTD SPONSORED ADS 81141R100 93,909 2,826,888 SH   SOLE 2,826,888 0 0
T MOBILE US INC COM 872590104 72,393 976,434 SH   SOLE 976,434 0 0
UNION PACIFIC CORP COM 907818108 26,597 157,275 SH   SOLE 157,275 0 0
VULCAN MATLS CO COM 929160109 59,593 434,006 SH   SOLE 434,006 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 69,365 960,606 SH   SOLE 960,606 0 0
WORLDPAY INC CL A 981558109 87,667 715,360 SH   SOLE 715,360 0 0