The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADOBE SYS INC | COM | 00724F101 | 14,577 | 54,000 | SH | SOLE | N/A | 54,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 6,922 | 3,456 | SH | SOLE | N/A | 3,456 | 0 | 0 | |
| AT HOME GROUP INC | COM | 04650Y100 | 10,216 | 324,000 | SH | SOLE | N/A | 324,000 | 0 | 0 | |
| BRINKS CO | COM | 109696104 | 3,767 | 54,000 | SH | SOLE | N/A | 54,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 3,520 | 16,326 | SH | SOLE | N/A | 16,326 | 0 | 0 | |
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 4,612 | 540,000 | SH | SOLE | N/A | 540,000 | 0 | 0 | |
| DOMINOS PIZZA INC | COM | 25754A201 | 11,462 | 38,880 | SH | SOLE | N/A | 38,880 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 12,412 | 90,656 | SH | SOLE | N/A | 90,656 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 9,130 | 70,200 | SH | SOLE | N/A | 70,200 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 9,122 | 40,035 | SH | SOLE | N/A | 40,035 | 0 | 0 | |
| GREENTREE HOSPITALTY GROUP L | SPONSORED ADS | 39579V100 | 2,523 | 198,631 | SH | SOLE | N/A | 198,631 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 12,837 | 1,512,000 | SH | SOLE | N/A | 1,512,000 | 0 | 0 | |
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 8,374 | 151,396 | SH | SOLE | N/A | 151,396 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 9,758 | 118,638 | SH | SOLE | N/A | 118,638 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 7,404 | 44,280 | SH | SOLE | N/A | 44,280 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 8,728 | 23,328 | SH | SOLE | N/A | 23,328 | 0 | 0 | |
| ROKU INC | COM CL A | 77543R102 | 4,732 | 64,800 | SH | SOLE | N/A | 64,800 | 0 | 0 | |
| SEA LTD | ADR | 81141R100 | 5,078 | 367,200 | SH | SOLE | N/A | 367,200 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 9,930 | 50,760 | SH | SOLE | N/A | 50,760 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 9,325 | 56,700 | SH | SOLE | N/A | 56,700 | 0 | 0 | |
| STITCH FIX INC | COM CL A | 860897107 | 6,429 | 146,880 | SH | SOLE | N/A | 146,880 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 12,157 | 81,000 | SH | SOLE | N/A | 81,000 | 0 | 0 | |
| WEX INC | COM | 96208T104 | 8,673 | 43,203 | SH | SOLE | N/A | 43,203 | 0 | 0 | |