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 | 65,704 | 222,990 | SH | SOLE | 222,990 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 64,460 | 380,407 | SH | SOLE | 380,407 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 54,650 | 28,860 | SH | SOLE | 28,860 | 0 | 0 | ||
ARAMARK | COM | 03852U106 | 33,302 | 923,516 | SH | SOLE | 923,516 | 0 | 0 | ||
AVALARA INC | COM | 05338G106 | 15,955 | 220,983 | SH | SOLE | 220,983 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 21,992 | 365,613 | SH | SOLE | 365,613 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 76,639 | 210,541 | SH | SOLE | 210,541 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 43,098 | 77,786 | SH | SOLE | 77,786 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 41,097 | 294,306 | SH | SOLE | 294,306 | 0 | 0 | ||
EVERBRIDGE INC | COM | 29978A104 | 8,797 | 98,376 | SH | SOLE | 98,376 | 0 | 0 | ||
FAIR ISAAC CORP | COM | 303250104 | 119,592 | 380,842 | SH | SOLE | 380,842 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 20,132 | 124,719 | SH | SOLE | 124,719 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 44,975 | 366,601 | SH | SOLE | 366,601 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 44,744 | 279,421 | SH | SOLE | 279,421 | 0 | 0 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 12,395 | 79,713 | SH | SOLE | 79,713 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 72,062 | 2,379,055 | SH | SOLE | 2,379,055 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 44,012 | 328,544 | SH | SOLE | 328,544 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 68,062 | 185,294 | SH | SOLE | 185,294 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 33,938 | 468,500 | SH | SOLE | 468,500 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 43,321 | 623,061 | SH | SOLE | 623,061 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 93,909 | 2,826,888 | SH | SOLE | 2,826,888 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 72,393 | 976,434 | SH | SOLE | 976,434 | 0 | 0 | ||
UNION PACIFIC CORP | COM | 907818108 | 26,597 | 157,275 | SH | SOLE | 157,275 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 59,593 | 434,006 | SH | SOLE | 434,006 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 69,365 | 960,606 | SH | SOLE | 960,606 | 0 | 0 | ||
WORLDPAY INC | CL A | 981558109 | 87,667 | 715,360 | SH | SOLE | 715,360 | 0 | 0 |