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 SYSTEMS INCORPORATED COM 00724F101 11,195 23,551 SH   SOLE   23,551 0 0
AMBEV SA SPONSORED ADR 02319V103 6,674 2,435,702 SH   SOLE   2,435,702 0 0
ANSYS INC COM 03662Q105 8,671 25,535 SH   SOLE   25,535 0 0
BECTON DICKINSON & CO COM 075887109 12,722 52,320 SH   SOLE   52,320 0 0
ECOLAB INC COM 278865100 9,746 45,526 SH   SOLE   45,526 0 0
FISERV INC COM 337738108 23,251 195,318 SH   SOLE   195,318 0 0
GODADDY INC CL A 380237107 10,832 139,551 SH   SOLE   139,551 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 8,200 96,868 SH   SOLE   96,868 0 0
MICROSOFT CORP COM 594918104 22,412 95,060 SH   SOLE   95,060 0 0
PAYPAL HLDGS INC COM 70450Y103 8,753 36,044 SH   SOLE   36,044 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 8,676 32,381 SH   SOLE   32,381 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,989 32,843 SH   SOLE   32,843 0 0
VERISIGN INC COM 92343E102 12,514 62,958 SH   SOLE   62,958 0 0
VISA INC COM CL A 92826C839 7,197 33,991 SH   SOLE   33,991 0 0