The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 SYS INC | COM | 00724F101 | 61,964 | 286,765 | SH | SOLE | 286,765 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 86,822 | 473,041 | SH | SOLE | 473,041 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 48,244 | 33,333 | SH | SOLE | 33,333 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 20,973 | 89,000 | SH | OTR | 1 | 0 | 89,000 | 0 | |
BROADCOM LTD | SHS | Y09827109 | 69,623 | 295,450 | SH | SOLE | 295,450 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 71,704 | 314,602 | SH | SOLE | 314,602 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 19,914 | 164,249 | SH | SOLE | 164,249 | 0 | 0 | ||
F M C CORP | COM NEW | 302491303 | 64,780 | 846,023 | SH | SOLE | 846,023 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 74,769 | 467,921 | SH | SOLE | 467,921 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 15,185 | 260,814 | SH | OTR | 1 | 0 | 260,814 | 0 | |
LAMB WESTON HLDGS INC | COM | 513272104 | 135,890 | 2,334,083 | SH | SOLE | 2,334,083 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 35,871 | 100,650 | SH | SOLE | 100,650 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 4,641 | 50,852 | SH | SOLE | 50,852 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 35,346 | 152,208 | SH | SOLE | 152,208 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 17,689 | 59,893 | SH | SOLE | 59,893 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 71,100 | 811,176 | SH | SOLE | 811,176 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 20,527 | 535,665 | SH | SOLE | 535,665 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 84,231 | 2,230,108 | SH | SOLE | 2,230,108 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 55,910 | 716,707 | SH | SOLE | 716,707 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 80,325 | 1,411,595 | SH | SOLE | 1,411,595 | 0 | 0 | ||
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 18,961 | 182,841 | SH | SOLE | 182,841 | 0 | 0 | ||
STAMPS COM INC | COM NEW | 852857200 | 59,590 | 296,394 | SH | SOLE | 296,394 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 8,823 | 90,231 | SH | OTR | 1 | 0 | 90,231 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 86,774 | 887,440 | SH | SOLE | 887,440 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 34,870 | 305,423 | SH | SOLE | 305,423 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 93,697 | 2,375,086 | SH | SOLE | 2,375,086 | 0 | 0 |