The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 SYSTEMS INCORPORATED | COM | 00724F101 | 82,061 | 167,324 | SH | SOLE | 167,324 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 122,959 | 418,256 | SH | SOLE | 418,256 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 110,892 | 35,218 | SH | SOLE | 35,218 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 19,249 | 191,892 | SH | SOLE | 191,892 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 69,568 | 40,667 | SH | SOLE | 40,667 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 63,651 | 174,711 | SH | SOLE | 174,711 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 20,523 | 223,296 | SH | SOLE | 223,296 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 86,616 | 330,720 | SH | SOLE | 330,720 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 61,555 | 144,707 | SH | SOLE | 144,707 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 44,577 | 302,815 | SH | SOLE | 302,815 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 112,217 | 1,088,954 | SH | SOLE | 1,088,954 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 60,653 | 341,551 | SH | SOLE | 341,551 | 0 | 0 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 10,970 | 50,577 | SH | SOLE | 50,577 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 55,010 | 708,799 | SH | SOLE | 708,799 | 0 | 0 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 57,241 | 337,027 | SH | SOLE | 337,027 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 28,302 | 124,165 | SH | SOLE | 124,165 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 43,654 | 810,211 | SH | SOLE | 810,211 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 23,892 | 70,651 | SH | SOLE | 70,651 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 90,682 | 83,772 | SH | SOLE | 83,772 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 50,485 | 404,491 | SH | SOLE | 404,491 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 21,271 | 112,664 | SH | SOLE | 112,664 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 84,983 | 397,155 | SH | SOLE | 397,155 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 52,087 | 455,466 | SH | SOLE | 455,466 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 63,912 | 7,007,892 | SH | SOLE | 7,007,892 | 0 | 0 | ||