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 INC | COM | 00724F101 | 72,320 | 319,661 | SH | SOLE | 319,661 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 64,591 | 43,004 | SH | SOLE | 43,004 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 86,229 | 536,185 | SH | SOLE | 536,185 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 85,822 | 468,872 | SH | SOLE | 468,872 | 0 | 0 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 9,123 | 68,133 | SH | SOLE | 68,133 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 42,462 | 577,244 | SH | SOLE | 577,244 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 99,367 | 978,308 | SH | SOLE | 978,308 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 46,072 | 172,129 | SH | SOLE | 172,129 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 45,507 | 2,429,626 | SH | SOLE | 2,429,626 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 51,994 | 618,317 | SH | SOLE | 618,317 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 47,589 | 887,521 | SH | SOLE | 887,521 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 80,908 | 1,548,500 | SH | SOLE | 1,548,500 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 104,590 | 1,644,243 | SH | SOLE | 1,644,243 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 92,366 | 897,279 | SH | SOLE | 897,279 | 0 | 0 |