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

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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
ALPHABET INC CAP STK CL A 02079K305 38,035 36,399 SH   SOLE   36,399 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 4,320 317,429 SH   SOLE   317,429 0 0
BOOKING HLDGS INC COM 09857L108 10,717 6,222 SH   SOLE   6,222 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 38,982 136,792 SH   SOLE   136,792 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 7,373 401,588 SH   SOLE   401,588 0 0
MATCH GROUP INC COM 57665R106 50,311 1,176,305 SH   SOLE   1,176,305 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,076 307,471 SH   SOLE   307,471 0 0
SQUARE INC CL A 852234103 41,109 732,914 SH   SOLE   732,914 0 0
STONECO LTD COM CL A G85158106 7,737 419,559 SH   SOLE   419,559 0 0
TENABLE HLDGS INC COM 88025T102 3,915 176,423 SH   SOLE   176,423 0 0