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 33,849 1,474,904 SH   SOLE 1,474,904 0 0
ALPHABET INC CAP STK CL C 02079K107 83,633 33,369 SH   SOLE 33,369 0 0
AMAZON COM INC COM 023135106 103,735 30,154 SH   SOLE 30,154 0 0
AMBARELLA INC SHS G037AX101 43,397 406,984 SH   SOLE 406,984 0 0
CARVANA CO CL A 146869102 76,474 253,377 SH   SOLE 253,377 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 69,345 1,168,994 SH   SOLE 1,168,994 0 0
COMMSCOPE HLDG CO INC COM 20337X109 38,916 1,826,197 SH   SOLE 1,826,197 0 0
FACEBOOK INC CL A 30303M102 91,103 262,009 SH   SOLE 262,009 0 0
FOLEY TRASIMENE ACQUISTN COR COM CL A 34431F104 38,346 3,924,823 SH   SOLE 3,924,823 0 0
GLOBAL PMTS INC COM 37940X102 48,402 258,089 SH   SOLE 258,089 0 0
INTUIT COM 461202103 43,003 87,731 SH   SOLE 87,731 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 26,431 97,358 SH   SOLE 97,358 0 0
L BRANDS INC COM 501797104 23,764 329,784 SH   SOLE 329,784 0 0
MASTERCARD INCORPORATED CL A 57636Q104 88,323 241,921 SH   SOLE 241,921 0 0
MISTER CAR WASH INC COM 60646V105 6,280 291,664 SH   SOLE 291,664 0 0
NXP SEMICONDUCTORS N V COM N6596X109 19,385 94,232 SH   SOLE 94,232 0 0
ON SEMICONDUCTOR CORP COM 682189105 75,476 1,971,693 SH   SOLE 1,971,693 0 0
RALPH LAUREN CORP CL A 751212101 20,683 175,564 SH   SOLE 175,564 0 0
RH COM 74967X103 83,105 122,393 SH   SOLE 122,393 0 0
SERVICENOW INC COM 81762P102 56,361 102,558 SH   SOLE 102,558 0 0
SPLUNK INC COM 848637104 73,786 510,346 SH   SOLE 510,346 0 0
TERADYNE INC COM 880770102 43,158 322,174 SH   SOLE 322,174 0 0
TWILIO INC CL A 90138F102 59,222 150,248 SH   SOLE 150,248 0 0
US FOODS HLDG CORP COM 912008109 58,906 1,535,601 SH   SOLE 1,535,601 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 57,000 2,045,202 SH   SOLE 2,045,202 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 72,811 3,099,667 SH   SOLE 3,099,667 0 0
ZYNGA INC CL A 98986T108 46,517 4,376,012 SH   SOLE 4,376,012 0 0