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
ADOBE SYSTEMS INCORPORATED COM 00724F101 90,960 181,876 SH   SOLE   181,876 0 0
ALPHABET INC CAP STK CL C 02079K107 90,318 51,555 SH   SOLE   51,555 0 0
ASPEN TECHNOLOGY INC COM 045327103 128,812 988,960 SH   SOLE   988,960 0 0
BERRY GLOBAL GROUP INC COM 08579W103 111,414 1,982,805 SH   SOLE   1,982,805 0 0
CONSTELLATION BRANDS INC CL A 21036P108 106,153 484,605 SH   SOLE   484,605 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 181,706 1,956,987 SH   SOLE   1,956,987 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 263,367 3,644,718 SH   SOLE   3,644,718 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 5,021 451,125 SH   SOLE   451,125 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 75,818 6,836,633 SH   SOLE   6,836,633 0 0
LOWES COS INC COM 548661107 147,367 918,120 SH   SOLE   918,120 0 0
POPULAR INC COM NEW 733174700 129,314 2,296,061 SH   SOLE   2,296,061 0 0
PTC INC COM 69370C100 95,850 801,356 SH   SOLE   801,356 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 50,368 1,288,502 SH   SOLE   1,288,502 0 0
ULTA BEAUTY INC COM 90384S303 69,155 240,823 SH   SOLE   240,823 0 0
VERISIGN INC COM 92343E102 59,639 275,595 SH   SOLE   275,595 0 0
VISA INC COM CL A 92826C839 226,563 1,035,812 SH   SOLE   1,035,812 0 0