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 25,125 270,593 SH   SOLE   270,593 0 0
ALPHABET INC CAP STK CL A 02079K305 71,842 40,991 SH   SOLE   40,991 0 0
AMERICAN EXPRESS CO COM 025816109 31,885 263,712 SH   SOLE   263,712 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 27,760 590,013 SH   SOLE   590,013 0 0
ARK ETF TR INNOVATION ETF 00214Q104 34,135 274,200 SH Put SOLE   274,200 0 0
AUTOZONE INC COM 053332102 60,793 51,283 SH   SOLE   51,283 0 0
BLACK KNIGHT INC COM 09215C105 59,242 670,532 SH   SOLE   670,532 0 0
BLACKROCK INC COM 09247X101 151,666 210,197 SH   SOLE   210,197 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 22,071 340,548 SH   SOLE   340,548 0 0
BOOKING HOLDINGS INC COM 09857L108 31,817 14,285 SH   SOLE   14,285 0 0
BURLINGTON STORES INC COM 122017106 75,464 288,527 SH   SOLE   288,527 0 0
CAPITAL ONE FINL CORP COM 14040H105 60,424 611,267 SH   SOLE   611,267 0 0
CARPARTS COM INC COM 14427M107 17,939 1,447,860 SH   SOLE   1,447,860 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 110,230 1,345,090 SH   SOLE   1,345,090 0 0
COMCAST CORP NEW CL A 20030N101 52,113 994,524 SH   SOLE   994,524 0 0
CROCS INC COM 227046109 37,624 600,452 SH   SOLE   600,452 0 0
DECKERS OUTDOOR CORP COM 243537107 47,671 166,228 SH   SOLE   166,228 0 0
EBAY INC. COM 278642103 5,208 103,638 SH   SOLE   103,638 0 0
EPAM SYS INC COM 29414B104 7,477 20,865 SH   SOLE   20,865 0 0
EVERCORE INC CLASS A 29977A105 29,353 267,725 SH   SOLE   267,725 0 0
FACEBOOK INC CL A 30303M102 18,575 68,000 SH Call SOLE   68,000 0 0
FACEBOOK INC CL A 30303M102 31,803 116,425 SH   SOLE   116,425 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 37,715 256,689 SH   SOLE   256,689 0 0
GARTNER INC COM 366651107 68,031 424,687 SH   SOLE   424,687 0 0
GLOBAL PMTS INC COM 37940X102 41,181 191,165 SH   SOLE   191,165 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 80,347 304,681 SH   SOLE   304,681 0 0
GRAINGER W W INC COM 384802104 63,791 156,220 SH   SOLE   156,220 0 0
HENRY JACK & ASSOC INC COM 426281101 23,657 146,039 SH   SOLE   146,039 0 0
IHS MARKIT LTD SHS G47567105 88,529 985,517 SH   SOLE   985,517 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 146,992 1,274,973 SH   SOLE   1,274,973 0 0
INTUIT COM 461202103 116,476 306,637 SH   SOLE   306,637 0 0
KKR & CO INC COM 48251W104 60,108 1,484,515 SH   SOLE   1,484,515 0 0
L BRANDS INC COM 501797104 22,796 612,958 SH   SOLE   612,958 0 0
LPL FINL HLDGS INC COM 50212V100 110,219 1,057,559 SH   SOLE   1,057,559 0 0
MASTERCARD INCORPORATED CL A 57636Q104 95,296 266,981 SH   SOLE   266,981 0 0
MICROSOFT CORP COM 594918104 75,696 340,330 SH   SOLE   340,330 0 0
MOODYS CORP COM 615369105 39,234 135,178 SH   SOLE   135,178 0 0
MORGAN STANLEY COM NEW 617446448 91,649 1,337,350 SH   SOLE   1,337,350 0 0
NETEASE INC SPONSORED ADS 64110W102 26,663 278,407 SH   SOLE   278,407 0 0
NETFLIX INC COM 64110L106 26,782 49,530 SH   SOLE   49,530 0 0
NICE LTD SPONSORED ADR 653656108 32,861 115,894 SH   SOLE   115,894 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 69,321 847,753 SH   SOLE   847,753 0 0
OWENS CORNING NEW COM 690742101 8,633 113,955 SH   SOLE   113,955 0 0
SCHWAB CHARLES CORP COM 808513105 45,036 849,087 SH   SOLE   849,087 0 0
SERVICENOW INC COM 81762P102 39,908 72,503 SH   SOLE   72,503 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 48,045 355,123 SH   SOLE   355,123 0 0
SMARTSHEET INC COM CL A 83200N103 27,380 395,144 SH   SOLE   395,144 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 31,910 438,623 SH   SOLE   438,623 0 0
STANLEY BLACK & DECKER INC COM 854502101 9,397 52,627 SH   SOLE   52,627 0 0
STARBUCKS CORP COM 855244109 57,330 535,897 SH   SOLE   535,897 0 0
TAPESTRY INC COM 876030107 47,956 1,542,998 SH   SOLE   1,542,998 0 0
TRIPADVISOR INC COM 896945201 3,410 118,501 SH   SOLE   118,501 0 0
TWITTER INC COM 90184L102 14,003 258,591 SH   SOLE   258,591 0 0
ULTA BEAUTY INC COM 90384S303 62,688 218,303 SH   SOLE   218,303 0 0
V F CORP COM 918204108 68,934 807,100 SH   SOLE   807,100 0 0
VULCAN MATLS CO COM 929160109 53,643 361,692 SH   SOLE   361,692 0 0
WALMART INC COM 931142103 48,396 335,732 SH   SOLE   335,732 0 0
YANDEX N V SHS CLASS A N97284108 7,654 110,000 SH Put SOLE   110,000 0 0
YUM CHINA HLDGS INC COM 98850P109 154,248 2,701,837 SH   SOLE   2,701,837 0 0
ZENDESK INC COM 98936J101 15,124 105,676 SH   SOLE   105,676 0 0