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 24,613 493,640 SH   SOLE   493,640 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,802 304,200 SH   SOLE   304,200 0 0
ALPHABET INC CAP STK CL A 02079K305 36,210 42,710 SH   SOLE   42,710 0 0
BEST BUY INC COM 086516101 22,414 456,040 SH   SOLE   456,040 0 0
BLACKROCK INC COM 09247X101 68,876 179,595 SH   SOLE   179,595 0 0
CBOE HLDGS INC COM 12503M108 69,737 860,210 SH   SOLE   860,210 0 0
CDW CORP COM 12514G108 17,305 299,863 SH   SOLE   299,863 0 0
CINEMARK HOLDINGS INC COM 17243V102 22,676 511,415 SH   SOLE   511,415 0 0
CINTAS CORP COM 172908105 59,509 470,280 SH   SOLE   470,280 0 0
DISNEY WALT CO COM DISNEY 254687106 48,874 431,022 SH   SOLE   431,022 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 21,067 603,800 SH   SOLE   603,800 0 0
EPAM SYS INC COM 29414B104 15,483 205,021 SH   SOLE   205,021 0 0
FIVE BELOW INC COM 33829M101 8,263 190,780 SH   SOLE   190,780 0 0
FRANKLIN RES INC COM 354613101 34,084 808,817 SH   SOLE   808,817 0 0
IHS MARKIT LTD SHS G47567105 54,761 1,305,395 SH   SOLE   1,305,395 0 0
MCDONALDS CORP COM 580135101 43,834 338,200 SH   SOLE   338,200 0 0
MICROSOFT CORP COM 594918104 54,744 831,214 SH   SOLE   831,214 0 0
MORGAN STANLEY COM NEW 617446448 21,377 498,987 SH   SOLE   498,987 0 0
NORTHERN TR CORP COM 665859104 15,329 177,050 SH   SOLE   177,050 0 0
S&P GLOBAL INC COM 78409V104 30,462 233,000 SH   SOLE   233,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 20,490 502,089 SH   SOLE   502,089 0 0
STARBUCKS CORP COM 855244109 18,632 319,092 SH   SOLE   319,092 0 0
THOMSON REUTERS CORP COM 884903105 19,939 461,222 SH   SOLE   461,222 0 0
TJX COS INC NEW COM 872540109 22,142 280,000 SH   SOLE   280,000 0 0
TRANSUNION COM 89400J107 58,830 1,534,021 SH   SOLE   1,534,021 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 53,182 1,641,941 SH   SOLE   1,641,941 0 0
ULTA BEAUTY INC COM 90384S303 14,923 52,320 SH   SOLE   52,320 0 0
VANTIV INC CL A 92210H105 22,012 343,300 SH   SOLE   343,300 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 24,170 495,800 SH   SOLE   495,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 46,313 950,000 SH Put SOLE   950,000 0 0
VISA INC COM CL A 92826C839 53,917 606,700 SH   SOLE   606,700 0 0