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
ACTIVISION BLIZZARD INC COM 00507V109 14,224 210,847 SH   SOLE   210,847 0 0
ASPEN TECHNOLOGY INC COM 045327103 24,592 311,723 SH   SOLE   311,723 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,683 47,179 SH   SOLE   47,179 0 0
ENTEGRIS INC COM 29362U104 10,325 296,705 SH   SOLE   296,705 0 0
FERRARI N V COM N3167Y103 31,180 258,709 SH   SOLE   258,709 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 30,177 149,021 SH   SOLE   149,021 0 0
IQVIA HLDGS INC COM 46266C105 24,047 245,104 SH   SOLE   245,104 0 0
JELD-WEN HLDG INC COM 47580P103 16,140 527,098 SH   SOLE   527,098 0 0
MOHAWK INDS INC COM 608190104 27,489 118,373 SH   SOLE   118,373 0 0
PLANET FITNESS INC CL A 72703H101 16,094 426,113 SH   SOLE   426,113 0 0
PTC INC COM 69370C100 24,796 317,859 SH   SOLE   317,859 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 29,283 299,482 SH   SOLE   299,482 0 0
TOPBUILD CORP COM 89055F103 19,801 258,770 SH   SOLE   258,770 0 0
TRANSDIGM GROUP INC COM 893641100 6,884 22,428 SH   SOLE   22,428 0 0
TRANSUNION COM 89400J107 28,943 509,747 SH   SOLE   509,747 0 0
VAIL RESORTS INC COM 91879Q109 17,111 77,180 SH   SOLE   77,180 0 0
ZAYO GROUP HLDGS INC COM 98919V105 21,882 640,578 SH   SOLE   640,578 0 0