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 | 1,191 | 4,042 | SH | SOLE | 4,042 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609w102 | 3,303 | 19,490 | SH | SOLE | 19,490 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 1,050 | 971 | SH | SOLE | 971 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 1,147 | 47,105 | SH | SOLE | 47,105 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 4,548 | 2,402 | SH | SOLE | 2,402 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 1,226 | 4,345 | SH | SOLE | 4,345 | 0 | 0 | ||
| ATHENE HLDG LTD | CL A | G0684D107 | 1,134 | 26,341 | SH | SOLE | 26,341 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 1,124 | 31,138 | SH | SOLE | 31,138 | 0 | 0 | ||
| CELANESE CORP DEL | COM | 150870103 | 1,213 | 11,248 | SH | SOLE | 11,248 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 1,106 | 22,025 | SH | SOLE | 22,025 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 1,175 | 7,456 | SH | SOLE | 7,456 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266l106 | 1,303 | 10,294 | SH | SOLE | 10,294 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 1,143 | 18,710 | SH | SOLE | 18,710 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 1,220 | 11,356 | SH | SOLE | 11,356 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 1,095 | 19,849 | SH | SOLE | 19,849 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362u104 | 1,129 | 30,247 | SH | SOLE | 30,247 | 0 | 0 | ||
| EQUINIX INC | COM | 29444u700 | 1,175 | 2,330 | SH | SOLE | 2,330 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 1,253 | 15,103 | SH | SOLE | 15,103 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303m102 | 3,549 | 18,388 | SH | SOLE | 18,388 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | n31738102 | 1,062 | 76,832 | SH | SOLE | 76,832 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 1,215 | 15,973 | SH | SOLE | 15,973 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266c105 | 2,729 | 16,961 | SH | SOLE | 16,961 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215p106 | 1,136 | 37,492 | SH | SOLE | 37,492 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 1,189 | 11,411 | SH | SOLE | 11,411 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 1,211 | 8,634 | SH | SOLE | 8,634 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155q103 | 1,226 | 9,125 | SH | SOLE | 9,125 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,762 | 35,550 | SH | SOLE | 35,550 | 0 | 0 | ||
| MONGODB INC | CL A | 60937p106 | 1,185 | 7,792 | SH | SOLE | 7,792 | 0 | 0 | ||
| NETFLIX INC | COM | 64110l106 | 2,341 | 6,374 | SH | SOLE | 6,374 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,141 | 11,690 | SH | SOLE | 11,690 | 0 | 0 | ||
| RPM INTL INC | COM | 749685103 | 1,226 | 20,069 | SH | SOLE | 20,069 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211k100 | 1,163 | 27,181 | SH | SOLE | 27,181 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762p102 | 1,131 | 4,118 | SH | SOLE | 4,118 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 1,122 | 13,789 | SH | SOLE | 13,789 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 1,249 | 54,144 | SH | SOLE | 54,144 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 2,208 | 16,961 | SH | SOLE | 16,961 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324p102 | 1,184 | 4,852 | SH | SOLE | 4,852 | 0 | 0 | ||