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
ALPHABET INC CAP STK CL A 02079K305 71,695 749,556 SH   SOLE NONE 749,556 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,820 78,293 SH   SOLE NONE 78,293 0 0
AVALARA INC COM 05338G106 3,683 40,124 SH   SOLE NONE 40,124 0 0
BOOKING HOLDINGS INC COM 09857L108 20,200 12,293 SH   SOLE NONE 12,293 0 0
COVETRUS INC COM 22304C100 3,584 171,643 SH   SOLE NONE 171,643 0 0
DOLLAR GEN CORP NEW COM 256677105 100,753 420,048 SH   SOLE NONE 420,048 0 0
LHC GROUP INC COM 50187A107 5,967 36,458 SH   SOLE NONE 36,458 0 0
PNM RES INC COM 69349H107 521 11,401 SH   SOLE NONE 11,401 0 0
ZENDESK INC COM 98936J101 5,204 68,384 SH   SOLE NONE 68,384 0 0
STARBUCKS CORP COM 855244909 15,006 121,018 SH Call SOLE NONE 0 0 0
STARBUCKS CORP COM 855244909 8,691 86,910 SH Call SOLE NONE 0 0 0