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 44,138 885,238 SH   SOLE   885,238 0 0
ADOBE SYS INC COM 00724F101 39,551 303,932 SH   SOLE   303,932 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 43,442 293,011 SH   SOLE   293,011 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 38,187 116,666 SH   SOLE   116,666 0 0
CME GROUP INC COM 12572Q105 45,721 384,856 SH   SOLE   384,856 0 0
CONSTELLATION BRANDS INC CL A 21036P108 72,032 444,449 SH   SOLE   444,449 0 0
CSX CORP COM 126408103 34,277 736,343 SH   SOLE   736,343 0 0
DOMINOS PIZZA INC COM 25754A201 15,320 83,125 SH   SOLE   83,125 0 0
EPAM SYS INC COM 29414B104 55,736 738,028 SH   SOLE   738,028 0 0
FACEBOOK INC CL A 30303M102 56,793 399,810 SH   SOLE   399,810 0 0
FAIR ISAAC CORP COM 303250104 22,645 175,609 SH   SOLE   175,609 0 0
FERRARI N V COM N3167Y103 9,049 121,693 SH   SOLE   121,693 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 9,630 128,029 SH   SOLE   128,029 0 0
INTUIT COM 461202103 21,068 181,634 SH   SOLE   181,634 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 44,947 3,723,853 SH   SOLE   3,723,853 0 0
LOGMEIN INC COM 54142L109 48,613 498,597 SH   SOLE   498,597 0 0
MICROSOFT CORP COM 594918104 55,419 841,469 SH   SOLE   841,469 0 0
MOHAWK INDS INC COM 608190104 45,764 199,414 SH   SOLE   199,414 0 0
NORFOLK SOUTHERN CORP COM 655844108 35,633 318,241 SH   SOLE   318,241 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 20,233 373,173 SH   SOLE   373,173 0 0
PANERA BREAD CO CL A 69840W108 14,041 53,619 SH   SOLE   53,619 0 0
PARSLEY ENERGY INC CL A 701877102 39,033 1,200,644 SH   SOLE   1,200,644 0 0
PAYPAL HLDGS INC COM 70450Y103 90,872 2,112,320 SH   SOLE   2,112,320 0 0
PIONEER NAT RES CO COM 723787107 37,545 201,603 SH   SOLE   201,603 0 0
PTC INC COM 69370C100 86,210 1,640,527 SH   SOLE   1,640,527 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 18,796 337,206 SH   SOLE   337,206 0 0
SALESFORCE COM INC COM 79466L302 45,519 551,815 SH   SOLE   551,815 0 0
SCHWAB CHARLES CORP NEW COM 808513105 56,882 1,393,832 SH   SOLE   1,393,832 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 41,346 697,595 SH   SOLE   697,595 0 0
US BANCORP DEL COM NEW 902973304 70,371 1,366,431 SH   SOLE   1,366,431 0 0
VAIL RESORTS INC COM 91879Q109 83,604 435,666 SH   SOLE   435,666 0 0