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 30,843 142,738 SH   SOLE   142,738 0 0
ADT INC COM 00090Q103 1,581 199,310 SH   SOLE   199,310 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 37,668 317,741 SH   SOLE   317,741 0 0
AUTODESK INC COM 052769106 17,304 137,792 SH   SOLE   137,792 0 0
BLACKROCK INC COM 09247X101 24,675 45,550 SH   SOLE   45,550 0 0
BURLINGTON STORES INC COM 122017106 26,224 196,951 SH   SOLE   196,951 0 0
CINTAS CORP COM 172908105 36,072 211,467 SH   SOLE   211,467 0 0
DISNEY WALT CO COM DISNEY 254687106 53,300 530,665 SH   SOLE   530,665 0 0
DOLLAR GEN CORP NEW COM 256677105 26,185 279,903 SH   SOLE   279,903 0 0
EATON VANCE CORP COM NON VTG 278265103 48,132 864,594 SH   SOLE   864,594 0 0
FACEBOOK INC CL A 30303M102 22,497 140,791 SH   SOLE   140,791 0 0
GARTNER INC COM 366651107 68,586 583,114 SH   SOLE   583,114 0 0
HUDSON LTD COM CL A G46408103 18,127 1,139,327 SH   SOLE   1,139,327 0 0
IHS MARKIT LTD SHS G47567105 66,618 1,380,969 SH   SOLE   1,380,969 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 41,423 571,197 SH   SOLE   571,197 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 29,468 699,297 SH   SOLE   699,297 0 0
LOWES COS INC COM 548661107 28,198 321,348 SH   SOLE   321,348 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 14,981 60,947 SH   SOLE   60,947 0 0
MICROSOFT CORP COM 594918104 91,667 1,004,348 SH   SOLE   1,004,348 0 0
MORGAN STANLEY COM NEW 617446448 54,434 1,008,785 SH   SOLE   1,008,785 0 0
NETFLIX INC COM 64110L106 28,081 95,077 SH   SOLE   95,077 0 0
NORTHERN TR CORP COM 665859104 61,171 593,143 SH   SOLE   593,143 0 0
OWENS CORNING NEW COM 690742101 42,253 525,535 SH   SOLE   525,535 0 0
PLANET FITNESS INC CL A 72703H101 16,982 449,627 SH   SOLE   449,627 0 0
PRICE T ROWE GROUP INC COM 74144T108 25,027 231,797 SH   SOLE   231,797 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 61,435 687,119 SH   SOLE   687,119 0 0
ROBERT HALF INTL INC COM 770323103 36,811 635,885 SH   SOLE   635,885 0 0
STARBUCKS CORP COM 855244109 25,810 445,853 SH   SOLE   445,853 0 0
TIME WARNER INC COM NEW 887317303 54,785 579,249 SH   SOLE   579,249 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 30,019 825,375 SH   SOLE   825,375 0 0
VERISK ANALYTICS INC COM 92345Y106 58,119 558,835 SH   SOLE   558,835 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 54,033 1,129,924 SH   SOLE   1,129,924 0 0
VISA INC COM CL A 92826C839 27,147 226,942 SH   SOLE   226,942 0 0
WALMART INC COM 931142103 16,969 190,732 SH   SOLE   190,732 0 0
WORLDPAY INC CL A 981558109 25,295 307,576 SH   SOLE   307,576 0 0
YANDEX N V SHS CLASS A N97284108 23,431 593,939 SH   SOLE   593,939 0 0