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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACTIVISION BLIZZARD INC COM 00507V109 23,269 304,889 SH   SOLE   304,889 0 0
BOOKING HLDGS INC COM 09857L108 35,186 17,358 SH   SOLE   17,358 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 20,261 69,102 SH   SOLE   69,102 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 2,562 21,000 SH   SOLE   21,000 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 29,574 1,375,539 SH   SOLE   1,375,539 0 0
MATCH GROUP INC COM 57665R106 37,393 965,226 SH   SOLE   965,226 0 0
NIKE INC CL B 654106103 13,791 173,079 SH   SOLE   173,079 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,038 46,676 SH   SOLE   46,676 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,496 53,913 SH   SOLE   53,913 0 0
SQUARE INC CL A 852234103 45,205 733,379 SH   SOLE   733,379 0 0
VERITONE INC COM 92347M100 2,693 160,131 SH   SOLE   160,131 0 0