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 71,154 406,040 SH   SOLE   406,040 0 0
ALPHABET INC CAP STK CL A 02079K305 78,426 74,450 SH   SOLE   74,450 0 0
BLACKROCK INC COM 09247X101 86,678 168,729 SH   SOLE   168,729 0 0
BURLINGTON STORES INC COM 122017106 14,110 114,685 SH   SOLE   114,685 0 0
CASEYS GEN STORES INC COM 147528103 28,745 256,790 SH   SOLE   256,790 0 0
CDW CORP COM 12514G108 36,092 519,381 SH   SOLE   519,381 0 0
CINTAS CORP COM 172908105 66,059 423,920 SH   SOLE   423,920 0 0
COSTAR GROUP INC COM 22160N109 48,321 162,724 SH   SOLE   162,724 0 0
D R HORTON INC COM 23331A109 41,228 807,280 SH   SOLE   807,280 0 0
DISNEY WALT CO COM DISNEY 254687106 30,406 282,823 SH   SOLE   282,823 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 24,168 487,553 SH   SOLE   487,553 0 0
ESSENT GROUP LTD COM G3198U102 2,642 60,857 SH   SOLE   60,857 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 33,038 468,224 SH   SOLE   468,224 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 24,650 579,043 SH   SOLE   579,043 0 0
LOWES COS INC COM 548661107 27,284 293,563 SH   SOLE   293,563 0 0
LPL FINL HLDGS INC COM 50212V100 30,704 537,348 SH   SOLE   537,348 0 0
MCDONALDS CORP COM 580135101 42,611 247,567 SH   SOLE   247,567 0 0
MICROSOFT CORP COM 594918104 34,788 406,690 SH   SOLE   406,690 0 0
MORGAN STANLEY COM NEW 617446448 62,518 1,191,509 SH   SOLE   1,191,509 0 0
NETFLIX INC COM 64110L106 49,453 257,621 SH   SOLE   257,621 0 0
OWENS CORNING NEW COM 690742101 45,709 497,161 SH   SOLE   497,161 0 0
PLANET FITNESS INC CL A 72703H101 58,029 1,675,683 SH   SOLE   1,675,683 0 0
PRICE T ROWE GROUP INC COM 74144T108 55,705 530,877 SH   SOLE   530,877 0 0
PVH CORP COM 693656100 5,077 37,000 SH   SOLE   37,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 43,097 482,607 SH   SOLE   482,607 0 0
S&P GLOBAL INC COM 78409V104 28,778 169,881 SH   SOLE   169,881 0 0
TIFFANY & CO NEW COM 886547108 26,207 252,108 SH   SOLE   252,108 0 0
TIME WARNER INC COM NEW 887317303 64,933 709,884 SH   SOLE   709,884 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 27,742 813,081 SH   SOLE   813,081 0 0
VANTIV INC CL A 92210H105 14,122 192,002 SH   SOLE   192,002 0 0
VERISK ANALYTICS INC COM 92345Y106 50,472 525,751 SH   SOLE   525,751 0 0
VISA INC COM CL A 92826C839 55,753 488,974 SH   SOLE   488,974 0 0