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
ADOBE INC COM 00724F101 125,570 394,577 SH   SOLE   394,577 0 0
ALPHABET INC CAP STK CL C 02079K107 71,737 61,693 SH   SOLE   61,693 0 0
ASPEN TECHNOLOGY INC COM 045327103 126,089 1,326,280 SH   SOLE   1,326,280 0 0
BERRY GLOBAL GROUP INC COM 08579W103 81,814 2,426,981 SH   SOLE   2,426,981 0 0
CONSTELLATION BRANDS INC CL A 21036P108 92,986 648,618 SH   SOLE   648,618 0 0
DESPEGAR COM CORP ORD SHS G27358103 3,687 650,350 SH   SOLE   650,350 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 96,372 3,003,163 SH   SOLE   3,003,163 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 166,758 4,335,874 SH   SOLE   4,335,874 0 0
ICICI BANK LIMITED ADR 45104G104 31,496 3,705,369 SH   SOLE   3,705,369 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 3,648 346,724 SH   SOLE   346,724 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 24,569 2,394,628 SH   SOLE   2,394,628 0 0
LOWES COS INC COM 548661107 51,987 604,154 SH   SOLE   604,154 0 0
PTC INC COM 69370C100 78,649 1,284,903 SH   SOLE   1,284,903 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 53,927 1,347,174 SH   SOLE   1,347,174 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 30,834 1,288,502 SH   SOLE   1,288,502 0 0
ULTA BEAUTY INC COM 90384S303 66,127 376,361 SH   SOLE   376,361 0 0
VISA INC COM CL A 92826C839 124,482 772,605 SH   SOLE   772,605 0 0