The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 124,010 | 548,133 | SH | SOLE | 548,133 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 88,158 | 85,127 | SH | SOLE | 85,127 | 0 | 0 | ||
| ASPEN TECHNOLOGY INC | COM | 045327103 | 90,567 | 1,102,058 | SH | SOLE | 1,102,058 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 108,312 | 673,501 | SH | SOLE | 673,501 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 8,071 | 650,350 | SH | SOLE | 650,350 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 35,460 | 382,523 | SH | SOLE | 382,523 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 17,696 | 190,900 | SH | Call | SOLE | 190,900 | 0 | 0 | |
| ECOLAB INC | COM | 278865100 | 80,745 | 547,983 | SH | SOLE | 547,983 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 107,197 | 1,034,824 | SH | SOLE | 1,034,824 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 52,993 | 5,149,960 | SH | SOLE | 5,149,960 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 8,250 | 112,159 | SH | SOLE | 112,159 | 0 | 0 | ||
| LIBERTY LATIN AMERICA LTD | COM CL A | G9001E102 | 7,073 | 488,443 | SH | SOLE | 488,443 | 0 | 0 | ||
| LIBERTY LATIN AMERICA LTD | COM CL C | G9001E128 | 38,287 | 2,627,770 | SH | SOLE | 2,627,770 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 97,957 | 1,060,601 | SH | SOLE | 1,060,601 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 52,590 | 569,400 | SH | Call | SOLE | 569,400 | 0 | 0 | |
| PIONEER NAT RES CO | COM | 723787107 | 47,310 | 359,720 | SH | SOLE | 359,720 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 38,943 | 296,100 | SH | Call | SOLE | 296,100 | 0 | 0 | |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 100,953 | 1,930,261 | SH | SOLE | 1,930,261 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 74,902 | 403,087 | SH | SOLE | 403,087 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 92,807 | 379,053 | SH | SOLE | 379,053 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 12,666 | 96,000 | SH | Call | SOLE | 96,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 192,864 | 1,461,758 | SH | SOLE | 1,461,758 | 0 | 0 | ||