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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 14,602,939 | 168,353 | SH | SOLE | 168,353 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,100,980 | 23,519 | SH | SOLE | 23,519 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 16,508,439 | 129,865 | SH | SOLE | 129,865 | 0 | 0 | |||
| ASGN INC | COM | 00191U102 | 17,616,824 | 215,681 | SH | SOLE | 215,681 | 0 | 0 | |||
| BAIDU INC | SPON ADR REP A | 056752108 | 14,689,426 | 109,337 | SH | SOLE | 109,337 | 0 | 0 | |||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 18,235,144 | 176,920 | SH | SOLE | 176,920 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 13,903,514 | 92,579 | SH | SOLE | 92,579 | 0 | 0 | |||
| IAC INC | COM NEW | 44891N208 | 8,715,505 | 172,961 | SH | SOLE | 172,961 | 0 | 0 | |||
| MADISON SQUARE GARDEN ENTMT | COM CL A | 558256103 | 8,714,733 | 264,805 | SH | SOLE | 264,805 | 0 | 0 | |||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 12,493,147 | 70,863 | SH | SOLE | 70,863 | 0 | 0 | |||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 12,682,248 | 64,521 | SH | SOLE | 64,521 | 0 | 0 | |||
| MATCH GROUP INC NEW | COM | 57667L107 | 18,154,087 | 463,410 | SH | SOLE | 463,410 | 0 | 0 | |||
| NEWS CORP NEW | CL A | 65249B109 | 17,564,476 | 875,597 | SH | SOLE | 875,597 | 0 | 0 | |||
| NIKE INC | CL B | 654106103 | 17,682,529 | 184,925 | SH | SOLE | 184,925 | 0 | 0 | |||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 18,319,488 | 2,127,699 | SH | SOLE | 2,127,699 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 17,522,216 | 299,730 | SH | SOLE | 299,730 | 0 | 0 | |||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 15,731,737 | 299,424 | SH | SOLE | 299,424 | 0 | 0 | |||
| STARBUCKS CORP | COM | 855244109 | 17,697,344 | 193,901 | SH | SOLE | 193,901 | 0 | 0 | |||
| STONECO LTD | COM CL A | G85158106 | 18,219,398 | 1,707,535 | SH | SOLE | 1,707,535 | 0 | 0 | |||
| TRANSUNION | COM | 89400J107 | 7,586,265 | 105,673 | SH | SOLE | 105,673 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 3,061,203 | 13,309 | SH | SOLE | 13,309 | 0 | 0 | |||
| WEX INC | COM | 96208T104 | 17,842,405 | 94,861 | SH | SOLE | 94,861 | 0 | 0 | |||