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
ACTIVISION BLIZZARD INC COM 00507V109 120,858 3,049,657 SH   SOLE   3,049,657 0 0
ADOBE SYS INC COM 00724F101 83,962 876,524 SH   SOLE   876,524 0 0
AIR PRODS & CHEMS INC COM 009158106 66,078 465,208 SH   SOLE   465,208 0 0
AMAZON COM INC COM 023135106 61,578 86,048 SH   SOLE   86,048 0 0
AXALTA COATING SYS LTD COM G0750C108 84,946 3,201,896 SH   SOLE   3,201,896 0 0
CONSTELLATION BRANDS INC CL A 21036P108 122,779 742,314 SH   SOLE   742,314 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 63,323 1,536,969 SH   SOLE   1,536,969 0 0
DOLLAR TREE INC COM 256746108 119,119 1,263,993 SH   SOLE   1,263,993 0 0
EPAM SYS INC COM 29414B104 59,140 919,607 SH   SOLE   919,607 0 0
FACEBOOK INC CL A 30303M102 69,353 606,870 SH   SOLE   606,870 0 0
FAIR ISAAC CORP COM 303250104 36,148 319,867 SH   SOLE   319,867 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 7,368 111,040 SH   SOLE   111,040 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 23,030 2,439,650 SH   SOLE   2,439,650 0 0
MASTERCARD INC CL A 57636Q104 42,622 484,011 SH   SOLE   484,011 0 0
MICROSOFT CORP COM 594918104 48,667 951,081 SH   SOLE   951,081 0 0
NEWFIELD EXPL CO COM 651290108 89,617 2,028,441 SH   SOLE   2,028,441 0 0
PANERA BREAD CO CL A 69840W108 76,922 362,942 SH   SOLE   362,942 0 0
PAYPAL HLDGS INC COM 70450Y103 111,633 3,057,597 SH   SOLE   3,057,597 0 0
PIONEER NAT RES CO COM 723787107 51,484 340,480 SH   SOLE   340,480 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 71,223 1,712,083 SH   SOLE   1,712,083 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 105,036 840,825 SH   SOLE   840,825 0 0
SONY CORP ADR NEW 835699307 10,381 353,708 SH   SOLE   353,708 0 0
VISA INC COM CL A 92826C839 57,365 773,429 SH   SOLE   773,429 0 0