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 INC | COM | 00724F101 | 15,166 | 51,471 | SH | SOLE | N/A | 51,471 | 0 | 0 | |
| ANSYS INC | COM | 03662Q105 | 12,354 | 60,315 | SH | SOLE | N/A | 60,315 | 0 | 0 | |
| BRINKS CO | COM | 109696104 | 10,500 | 129,345 | SH | SOLE | N/A | 129,345 | 0 | 0 | |
| CARGURUS INC | COM CL A | 141788109 | 8,694 | 240,766 | SH | SOLE | N/A | 240,766 | 0 | 0 | |
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 3,599 | 446,028 | SH | SOLE | N/A | 446,028 | 0 | 0 | |
| DOMINOS PIZZA INC | COM | 25754A201 | 9,597 | 34,486 | SH | SOLE | N/A | 34,486 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 17,067 | 105,730 | SH | SOLE | N/A | 105,730 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 9,876 | 82,289 | SH | SOLE | N/A | 82,289 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 15,570 | 55,438 | SH | SOLE | N/A | 55,438 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 17,498 | 1,389,844 | SH | SOLE | N/A | 1,389,844 | 0 | 0 | |
| KIRBY CORP | COM | 497266106 | 6,458 | 81,750 | SH | SOLE | N/A | 81,750 | 0 | 0 | |
| LATAM AIRLS GROUP S A | SPONSORED ADR | 51817R106 | 1,259 | 134,381 | SH | SOLE | N/A | 134,381 | 0 | 0 | |
| LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 832 | 42,700 | SH | SOLE | N/A | 42,700 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 3,303 | 16,910 | SH | SOLE | N/A | 16,910 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 10,559 | 28,745 | SH | SOLE | N/A | 28,745 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 8,287 | 98,714 | SH | SOLE | N/A | 98,714 | 0 | 0 | |
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 4,061 | 104,213 | SH | SOLE | N/A | 104,213 | 0 | 0 | |
| SEA LTD | SPONSORED ADS | 81141R100 | 10,293 | 309,855 | SH | SOLE | N/A | 309,855 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 11,471 | 41,777 | SH | SOLE | N/A | 41,777 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 10,307 | 34,340 | SH | SOLE | N/A | 34,340 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 4,966 | 28,615 | SH | SOLE | N/A | 28,615 | 0 | 0 | |