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 75,755 229,693 SH   SOLE 229,693 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 90,510 426,733 SH   SOLE 426,733 0 0
ALTRIA GROUP INC COM 02209S103 42,506 851,653 SH   SOLE 851,653 0 0
AMAZON COM INC COM 023135106 55,114 29,826 SH   SOLE 29,826 0 0
APPLE INC COM 037833100 89,214 303,812 SH   SOLE 303,812 0 0
AVALARA INC COM 05338G106 33,088 451,712 SH   SOLE 451,712 0 0
COSTAR GROUP INC COM 22160N109 109,574 183,142 SH   SOLE 183,142 0 0
DXC TECHNOLOGY CO COM 23355L106 42,280 1,124,780 SH   SOLE 1,124,780 0 0
FAIR ISAAC CORP COM 303250104 130,326 347,834 SH   SOLE 347,834 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 86,002 618,321 SH   SOLE 618,321 0 0
GLOBAL PMTS INC COM 37940X102 52,579 288,008 SH   SOLE 288,008 0 0
JD COM INC SPON ADR CL A 47215P106 88,632 2,515,804 SH   SOLE 2,515,804 0 0
MASTERCARD INC CL A 57636Q104 21,349 71,501 SH   SOLE 71,501 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 64,312 399,105 SH   SOLE 399,105 0 0
NETFLIX INC COM 64110L106 55,425 171,292 SH   SOLE 171,292 0 0
PLANET FITNESS INC CL A 72703H101 36,146 484,014 SH   SOLE 484,014 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 33,100 519,161 SH   SOLE 519,161 0 0
UBER TECHNOLOGIES INC COM 90353T100 41,838 1,406,797 SH   SOLE 1,406,797 0 0
VULCAN MATLS CO COM 929160109 21,419 148,752 SH   SOLE 148,752 0 0
ZYNGA INC CL A 98986T108 31,145 5,089,005 SH   SOLE 5,089,005 0 0