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 146,954 309,136 SH   SOLE   309,136 0 0
ALPHABET INC CAP STK CL C 02079K107 71,233 34,435 SH   SOLE   34,435 0 0
ASPEN TECHNOLOGY INC COM 045327103 81,132 562,125 SH   SOLE   562,125 0 0
BERRY GLOBAL GROUP INC COM 08579W103 91,580 1,491,539 SH   SOLE   1,491,539 0 0
CONSTELLATION BRANDS INC CL A 21036P108 91,799 402,629 SH   SOLE   402,629 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 190,972 2,000,130 SH   SOLE   2,000,130 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 2,097 61,900 SH Put SOLE   61,900 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 234,232 3,014,954 SH   SOLE   3,014,954 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 5,788 451,125 SH   SOLE   451,125 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 90,173 6,947,063 SH   SOLE   6,947,063 0 0
LOWES COS INC COM 548661107 199,866 1,050,931 SH   SOLE   1,050,931 0 0
POPULAR INC COM NEW 733174700 11,348 161,377 SH   SOLE   161,377 0 0
PTC INC COM 69370C100 57,809 419,968 SH   SOLE   419,968 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 44,344 911,488 SH   SOLE   911,488 0 0
VERISIGN INC COM 92343E102 101,056 508,433 SH   SOLE   508,433 0 0
VISA INC COM CL A 92826C839 219,312 1,035,812 SH   SOLE   1,035,812 0 0