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 49,237 530,286 SH   SOLE   530,286 0 0
ACUTUS MED INC COM 005111109 1,581 54,874 SH   SOLE   54,874 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 52,623 105,221 SH   SOLE   105,221 0 0
ALPHABET INC CAP STK CL A 02079K305 21,778 12,426 SH   SOLE   12,426 0 0
AMAZON COM INC COM 023135106 21,743 6,676 SH   SOLE   6,676 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 13,198 1,000,201 SH   SOLE   1,000,201 0 0
AON PLC SHS CL A G0403H108 35,628 168,636 SH   SOLE   168,636 0 0
API GROUP CORP COM STK 00187Y100 1,089 60,000 SH   SOLE   60,000 0 0
APPLE INC COM 037833100 9,554 72,000 SH   SOLE   72,000 0 0
BLACKROCK INC COM 09247X101 10,823 15,000 SH   SOLE   15,000 0 0
BOEING CO COM 097023105 14,984 70,000 SH   SOLE   70,000 0 0
BROWN & BROWN INC COM 115236101 8,062 170,045 SH   SOLE   170,045 0 0
CHARLES RIV LABS INTL INC COM 159864107 44,887 179,648 SH   SOLE   179,648 0 0
CITRIX SYS INC COM 177376100 1,833 14,088 SH   SOLE   14,088 0 0
COPART INC COM 217204106 19,088 150,000 SH   SOLE   150,000 0 0
COSTAR GROUP INC COM 22160N109 6,495 7,027 SH   SOLE   7,027 0 0
CROWN HLDGS INC COM 228368106 13,037 130,112 SH   SOLE   130,112 0 0
DERMTECH INC COM 24984K105 1,622 50,000 SH   SOLE   50,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 1,138 88,800 SH   SOLE   88,800 0 0
DROPBOX INC CL A 26210C104 12,185 549,130 SH   SOLE   549,130 0 0
ELECTRONIC ARTS INC COM 285512109 5,026 34,999 SH   SOLE   34,999 0 0
EVENTBRITE INC COM CL A 29975E109 838 46,298 SH   SOLE   46,298 0 0
FACEBOOK INC CL A 30303M102 59,013 216,037 SH   SOLE   216,037 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 32,266 228,093 SH   SOLE   228,093 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 2,561 59,132 SH   SOLE   59,132 0 0
GODADDY INC CL A 380237107 17,651 212,785 SH   SOLE   212,785 0 0
HUYA INC ADS REP SHS A 44852D108 20,662 1,036,748 SH   SOLE   1,036,748 0 0
IAC INTERACTIVECORP NEW COM 44891N109 44,285 233,878 SH   SOLE   233,878 0 0
IHS MARKIT LTD SHS G47567105 57,547 640,622 SH   SOLE   640,622 0 0
IQVIA HLDGS INC COM 46266C105 58,528 326,660 SH   SOLE   326,660 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 724 18,410 SH   SOLE   18,410 0 0
JACOBS ENGR GROUP INC COM 469814107 6,417 58,890 SH   SOLE   58,890 0 0
JAWS ACQUISITION CORP SHS G50744104 6,637 494,915 SH   SOLE   494,915 0 0
JD.COM INC SPON ADR CL A 47215P106 35,152 399,910 SH   SOLE   399,910 0 0
JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105 5,964 147,795 SH   SOLE   147,795 0 0
KORN FERRY COM NEW 500643200 15,688 360,634 SH   SOLE   360,634 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,028 9,964 SH   SOLE   9,964 0 0
LEIDOS HOLDINGS INC COM 525327102 20,090 191,118 SH   SOLE   191,118 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 5,147 49,000 SH   SOLE   49,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,569 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104 21,058 94,675 SH   SOLE   94,675 0 0
NETEASE INC SPONSORED ADS 64110W102 14,352 149,858 SH   SOLE   149,858 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 2,756 108,401 SH   SOLE   108,401 0 0
PAYPAL HLDGS INC COM 70450Y103 46,191 197,229 SH   SOLE   197,229 0 0
POOL CORP COM 73278L105 12,585 33,786 SH   SOLE   33,786 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 1,903 453,182 SH   SOLE   453,182 0 0
S&P GLOBAL INC COM 78409V104 16,206 49,300 SH   SOLE   49,300 0 0
SALESFORCE COM INC COM 79466L302 15,835 71,157 SH   SOLE   71,157 0 0
SEA LTD SPONSORD ADS 81141R100 37,829 190,047 SH   SOLE   190,047 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 260 2,000 SH   SOLE   2,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 13,377 75,000 SH   SOLE   75,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 1,087 7,724 SH   SOLE   7,724 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 46,704 641,985 SH   SOLE   641,985 0 0
SYNOPSYS INC COM 871607107 25,819 99,596 SH   SOLE   99,596 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 15,873 825,000 SH   SOLE   825,000 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 16,586 325,158 SH   SOLE   325,158 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 20,122 43,200 SH   SOLE   43,200 0 0
TRANSDIGM GROUP INC COM 893641100 1,269 2,050 SH   SOLE   2,050 0 0
TWITTER INC COM 90184L102 113,589 2,097,674 SH   SOLE   2,097,674 0 0
ULTA BEAUTY INC COM 90384S303 31,423 109,426 SH   SOLE   109,426 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,753 5,000 SH   SOLE   5,000 0 0
UPWORK INC COM 91688F104 5,337 154,602 SH   SOLE   154,602 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 11,254 79,134 SH   SOLE   79,134 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 15,506 830,509 SH   SOLE   830,509 0 0
VICI PPTYS INC COM 925652109 25,346 993,979 SH   SOLE   993,979 0 0
VISA INC COM CL A 92826C839 4,626 21,150 SH   SOLE   21,150 0 0
WALMART INC COM 931142103 31,415 217,933 SH   SOLE   217,933 0 0
YANDEX N V SHS CLASS A N97284108 686 9,859 SH   SOLE   9,859 0 0