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
21VIANET GROUP INC SPONSORED ADS A 90138A103 31,742 982,724 SH   SOLE 982,724 0 0
ALPHABET INC CAP STK CL C 02079K107 65,145 31,492 SH   SOLE 31,492 0 0
AMAZON COM INC COM 023135106 83,361 26,942 SH   SOLE 26,942 0 0
AMBARELLA INC SHS G037AX101 25,322 252,241 SH   SOLE 252,241 0 0
APPLIED MATLS INC COM 038222105 94,889 710,248 SH   SOLE 710,248 0 0
BOSTON BEER INC CL A 100557107 86,945 72,077 SH   SOLE 72,077 0 0
BRINKER INTL INC COM 109641100 61,509 865,586 SH   SOLE 865,586 0 0
BUMBLE INC COM CL A 12047B105 13,013 208,614 SH   SOLE 208,614 0 0
CARVANA CO CL A 146869102 42,452 161,785 SH   SOLE 161,785 0 0
DISNEY WALT CO COM 254687106 82,253 445,769 SH   SOLE 445,769 0 0
FACEBOOK INC CL A 30303M102 55,904 2,660 SH   SOLE 2,660 0 0
FISERV INC COM 337738108 73,458 617,088 SH   SOLE 617,088 0 0
FOLEY TRASIMENE ACQUISTN COR COM CL A 34431F104 45,852 4,566,930 SH   SOLE 4,566,930 0 0
GLOBAL PMTS INC COM 37940X102 60,537 300,314 SH   SOLE 300,314 0 0
INTUIT COM 461202103 49,799 130,004 SH   SOLE 130,004 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 18,692 76,911 SH   SOLE 76,911 0 0
JD.COM INC SPON ADR CL A 47215P106 44,216 524,324 SH   SOLE 524,324 0 0
L BRANDS INC COM 501797104 28,357 458,406 SH   SOLE 458,406 0 0
ON SEMICONDUCTOR CORP COM 682189105 91,791 2,205,975 SH   SOLE 2,205,975 0 0
RALPH LAUREN CORP CL A 751212101 73,427 596,193 SH   SOLE 596,193 0 0
SERVICENOW INC COM 81762P102 45,119 90,218 SH   SOLE 90,218 0 0
TERADYNE INC COM 880770102 59,205 486,560 SH   SOLE 486,560 0 0
TWILIO INC CL A 90138F102 20,185 59,236 SH   SOLE 59,236 0 0
UBER TECHNOLOGIES INC COM 90353T100 87,953 1,613,514 SH   SOLE 1,613,514 0 0
US FOODS HLDG CORP COM 912008109 36,893 967,814 SH   SOLE 967,814 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 33,848 1,219,752 SH   SOLE 1,219,752 0 0
ZYNGA INC CL A 98986T108 51,989 5,092,001 SH   SOLE 5,092,001 0 0