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 396,151 2,260,621 SH   SOLE   2,260,621 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 170,661 989,740 SH   SOLE   989,740 0 0
ALPHABET INC CAP STK CL C 02079K107 375,666 359,008 SH   SOLE   359,008 0 0
ALTABA INC COM 021346101 111,202 1,592,010 SH   SOLE   1,592,010 0 0
ALTRIA GROUP INC COM 02209S103 202,043 2,829,340 SH   SOLE   2,829,340 0 0
BAIDU INC SPON ADR REP A 056752108 114,631 489,438 SH   SOLE   489,438 0 0
BLACKROCK INC COM 09247X101 149,115 290,270 SH   SOLE   290,270 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 47,437 708,120 SH   SOLE   708,120 0 0
CIGNA CORPORATION COM 125509109 82,631 406,870 SH   SOLE   406,870 0 0
CONSTELLATION BRANDS INC CL A 21036P108 316,021 1,382,600 SH   SOLE   1,382,600 0 0
COPART INC COM 217204106 52,735 1,220,990 SH   SOLE   1,220,990 0 0
CSX CORP COM 126408103 138,130 2,510,998 SH   SOLE   2,510,998 0 0
DOMINOS PIZZA INC COM 25754A201 57,476 304,168 SH   SOLE   304,168 0 0
DOWDUPONT INC COM 26078J100 211,128 2,964,451 SH   SOLE   2,964,451 0 0
F M C CORP COM NEW 302491303 255,410 2,698,180 SH   SOLE   2,698,180 0 0
FEDEX CORP COM 31428X106 37,281 149,400 SH   SOLE   149,400 0 0
JACK IN THE BOX INC COM 466367109 22,107 225,330 SH   SOLE   225,330 0 0
KAR AUCTION SVCS INC COM 48238T109 46,466 919,940 SH   SOLE   919,940 0 0
MARATHON PETE CORP COM 56585A102 14,559 220,660 SH   SOLE   220,660 0 0
NORFOLK SOUTHERN CORP COM 655844108 95,175 656,830 SH   SOLE   656,830 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 255,543 4,156,527 SH   SOLE   4,156,527 0 0
SALESFORCE COM INC COM 79466L302 362,974 3,550,559 SH   SOLE   3,550,559 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 142,271 4,120,210 SH   SOLE   4,120,210 0 0
ULTA BEAUTY INC COM 90384S303 57,258 256,004 SH   SOLE   256,004 0 0
UNION PAC CORP COM 907818108 114,830 856,300 SH   SOLE   856,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109 255,545 2,003,175 SH   SOLE   2,003,175 0 0
UNITEDHEALTH GROUP INC COM 91324P102 116,743 529,545 SH   SOLE   529,545 0 0
WENDYS CO COM 95058W100 29,256 1,781,750 SH   SOLE   1,781,750 0 0