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 SYS INC COM 00724F101 25,692 268,208 SH   SOLE N/A 268,208 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 23,551 339,200 SH   SOLE N/A 339,200 0 0
ALPHABET INC CAP STK CL A 02079K305 21,815 31,008 SH   SOLE N/A 31,008 0 0
AMAZON COM INC COM 023135106 13,555 18,941 SH   SOLE N/A 18,941 0 0
AMERICAN TOWER CORP NEW COM 03027X100 13,452 118,401 SH   SOLE N/A 118,401 0 0
BORGWARNER INC COM 099724106 14,008 474,525 SH   SOLE N/A 474,525 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,354 111,000 SH   SOLE N/A 111,000 0 0
COMCAST CORP NEW CL A 20030N101 15,078 231,291 SH   SOLE N/A 231,291 0 0
DOLLAR GEN CORP NEW COM 256677105 11,957 127,200 SH   SOLE N/A 127,200 0 0
DOLLAR TREE INC COM 256746108 4,995 53,000 SH   SOLE N/A 53,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 17,006 159,983 SH   SOLE N/A 159,983 0 0
FIVE BELOW INC COM 33829M101 22,486 484,500 SH   SOLE N/A 484,500 0 0
ICICI BK LTD ADR 45104G104 12,260 1,707,541 SH   SOLE N/A 1,707,541 0 0
INSPERITY INC COM 45778Q107 10,413 134,832 SH   SOLE N/A 134,832 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 8,334 235,422 SH   SOLE N/A 235,422 0 0
LEIDOS HLDGS INC COM 525327102 12,944 270,401 SH   SOLE N/A 270,401 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 11,148 439,416 SH   SOLE N/A 439,416 0 0
MASTERCARD INC CL A 57636Q104 9,775 111,000 SH   SOLE N/A 111,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 7,821 169,500 SH   SOLE N/A 169,500 0 0
MOODYS CORP COM 615369105 6,072 64,791 SH   SOLE N/A 64,791 0 0
MSCI INC COM 55354G100 9,250 119,940 SH   SOLE N/A 119,940 0 0
NRG YIELD INC CL C 62942X405 5,097 326,927 SH   SOLE N/A 326,927 0 0
PANDORA MEDIA INC COM 698354107 8,504 683,041 SH   SOLE N/A 683,041 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 9,739 424,000 SH   SOLE N/A 424,000 0 0
PROTO LABS INC COM 743713109 23,137 401,958 SH   SOLE N/A 401,958 0 0
S&P GLOBAL INC COM 78409V104 12,902 120,291 SH   SOLE N/A 120,291 0 0
SERVICENOW INC COM 81762P102 16,583 249,750 SH   SOLE N/A 249,750 0 0
TRINET GROUP INC COM 896288107 6,065 291,712 SH   SOLE N/A 291,712 0 0
TYCO INTL PLC SHS G91442106 12,192 286,200 SH   SOLE N/A 286,200 0 0
VISA INC COM CL A 92826C839 26,068 351,458 SH   SOLE N/A 351,458 0 0