The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
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 |