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 24,903 166,933 SH   SOLE   166,933 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,149 47,183 SH   SOLE   47,183 0 0
ALPHABET INC CAP STK CL A 02079K305 76,903 78,979 SH   SOLE   78,979 0 0
BLACKROCK INC COM 09247X101 78,776 176,197 SH   SOLE   176,197 0 0
BURLINGTON STORES INC COM 122017106 31,938 334,565 SH   SOLE   334,565 0 0
CARMAX INC COM 143130102 13,028 171,854 SH   SOLE   171,854 0 0
CBOE HLDGS INC COM 12503M108 31,816 295,609 SH   SOLE   295,609 0 0
CDK GLOBAL INC COM 12508E101 41,718 661,252 SH   SOLE   661,252 0 0
CINTAS CORP COM 172908105 59,015 409,029 SH   SOLE   409,029 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 43,662 601,900 SH   SOLE   601,900 0 0
CONDUENT INC COM 206787103 15,540 991,720 SH   SOLE   991,720 0 0
D R HORTON INC COM 23331A109 34,820 872,034 SH   SOLE   872,034 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 64,501 1,479,038 SH   SOLE   1,479,038 0 0
EATON VANCE CORP COM NON VTG 278265103 19,771 400,467 SH   SOLE   400,467 0 0
EPAM SYS INC COM 29414B104 24,888 283,049 SH   SOLE   283,049 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 65,420 700,500 SH   SOLE   700,500 0 0
GENPACT LIMITED SHS G3922B107 13,656 475,000 SH   SOLE   475,000 0 0
GLOBAL PMTS INC COM 37940X102 29,223 307,512 SH   SOLE   307,512 0 0
GODADDY INC CL A 380237107 4,692 107,846 SH   SOLE   107,846 0 0
LEGG MASON INC COM 524901105 27,987 711,950 SH   SOLE   711,950 0 0
LEIDOS HLDGS INC COM 525327102 30,182 509,652 SH   SOLE   509,652 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 35,600 934,625 SH   SOLE   934,625 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 30,321 696,238 SH   SOLE   696,238 0 0
LPL FINL HLDGS INC COM 50212V100 42,608 826,219 SH   SOLE   826,219 0 0
MANPOWERGROUP INC COM 56418H100 9,599 81,471 SH   SOLE   81,471 0 0
MCDONALDS CORP COM 580135101 29,145 186,019 SH   SOLE   186,019 0 0
MICROSOFT CORP COM 594918104 20,075 269,500 SH   SOLE   269,500 0 0
MORGAN STANLEY COM NEW 617446448 42,033 872,600 SH   SOLE   872,600 0 0
NETFLIX INC COM 64110L106 48,178 265,662 SH   SOLE   265,662 0 0
PLANET FITNESS INC CL A 72703H101 36,316 1,346,051 SH   SOLE   1,346,051 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 10,048 157,290 SH   SOLE   157,290 0 0
S&P GLOBAL INC COM 78409V104 31,541 201,782 SH   SOLE   201,782 0 0
TJX COS INC NEW COM 872540109 25,264 342,650 SH   SOLE   342,650 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 13,598 515,455 SH   SOLE   515,455 0 0
ULTA BEAUTY INC COM 90384S303 15,680 69,360 SH   SOLE   69,360 0 0
VERISK ANALYTICS INC COM 92345Y106 16,472 198,000 SH   SOLE   198,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 38,409 776,100 SH   SOLE   776,100 0 0
WEX INC COM 96208T104 34,316 305,788 SH   SOLE   305,788 0 0