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 | 39,526 | 225,558 | SH | SOLE | 225,558 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 92,063 | 533,921 | SH | SOLE | 533,921 | 0 | 0 | ||
| ALPHABET INC CL C | COM | 02079K107 | 35,240 | 33,678 | SH | SOLE | 33,678 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 38,363 | 1,407,826 | SH | SOLE | 1,407,826 | 0 | 0 | ||
| CARNIVAL CORP | PAIRED CTF | 143658300 | 31,587 | 475,935 | SH | SOLE | 475,935 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 34,443 | 462,884 | SH | SOLE | 462,884 | 0 | 0 | ||
| COPA HOLDINGS SA | CL A | P31076105 | 73,826 | 550,701 | SH | SOLE | 550,701 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 52,130 | 1,182,100 | SH | SOLE | 1,182,100 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 37,958 | 215,109 | SH | SOLE | 215,109 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 50,248 | 201,366 | SH | SOLE | 201,366 | 0 | 0 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 39,447 | 184,220 | SH | SOLE | 184,220 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 29,363 | 832,309 | SH | SOLE | 832,309 | 0 | 0 | ||
| OWENS ILL INC | COM NEW | 690768403 | 28,037 | 1,264,667 | SH | SOLE | 1,264,667 | 0 | 0 | ||
| SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 24,699 | 179,950 | SH | SOLE | 179,950 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 35,148 | 516,966 | SH | SOLE | 516,966 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 31,252 | 650,819 | SH | SOLE | 650,819 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 39,127 | 291,782 | SH | SOLE | 291,782 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 50,887 | 301,750 | SH | SOLE | 301,750 | 0 | 0 | ||