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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,630 175,875 SH   SOLE   175,875 0 0
AMERIPRISE FINL INC COM 03076C106 34,246 244,826 SH   SOLE   244,826 0 0
AUTODESK INC COM 052769106 45,863 349,861 SH   SOLE   349,861 0 0
CINTAS CORP COM 172908105 39,726 214,652 SH   SOLE   214,652 0 0
CME GROUP INC COM CL A 12572Q105 42,615 259,973 SH   SOLE   259,973 0 0
DOLLAR TREE INC COM 256746108 41,175 484,406 SH   SOLE   484,406 0 0
EATON VANCE CORP COM NON VTG 278265103 35,718 684,375 SH   SOLE   684,375 0 0
ELECTRONIC ARTS INC COM 285512109 35,695 253,117 SH   SOLE   253,117 0 0
GARTNER INC COM 366651107 53,300 401,051 SH   SOLE   401,051 0 0
GLOBAL PMTS INC COM 37940X102 33,345 299,084 SH   SOLE   299,084 0 0
HUDSON LTD COM CL A G46408103 24,687 1,411,476 SH   SOLE   1,411,476 0 0
IHS MARKIT LTD SHS G47567105 67,371 1,305,895 SH   SOLE   1,305,895 0 0
INTEL CORP COM 458140100 31,607 635,821 SH   SOLE   635,821 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 58,108 790,052 SH   SOLE   790,052 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 33,615 692,097 SH   SOLE   692,097 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 43,293 139,569 SH   SOLE   139,569 0 0
MANPOWERGROUP INC COM 56418H100 1,647 19,137 SH   SOLE   19,137 0 0
MASCO CORP COM 574599106 13,176 352,114 SH   SOLE   352,114 0 0
MICROSOFT CORP COM 594918104 96,722 980,854 SH   SOLE   980,854 0 0
MORGAN STANLEY COM NEW 617446448 23,379 493,234 SH   SOLE   493,234 0 0
NEW YORK TIMES CO CL A 650111107 35,764 1,380,860 SH   SOLE   1,380,860 0 0
NORTHERN TR CORP COM 665859104 64,902 630,789 SH   SOLE   630,789 0 0
PLANET FITNESS INC CL A 72703H101 20,925 476,209 SH   SOLE   476,209 0 0
PVH CORP COM 693656100 12,783 85,381 SH   SOLE   85,381 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 79,515 889,924 SH   SOLE   889,924 0 0
STARBUCKS CORP COM 855244109 33,276 681,181 SH   SOLE   681,181 0 0
T MOBILE US INC COM 872590104 54,488 911,935 SH   SOLE   911,935 0 0
TAPESTRY INC COM 876030107 37,317 798,917 SH   SOLE   798,917 0 0
TJX COS INC NEW COM 872540109 14,927 156,832 SH   SOLE   156,832 0 0
TOTAL SYS SVCS INC COM 891906109 67,826 802,479 SH   SOLE   802,479 0 0
TRANSUNION COM 89400J107 37,697 526,203 SH   SOLE   526,203 0 0
VULCAN MATLS CO COM 929160109 27,766 215,137 SH   SOLE   215,137 0 0
WALMART INC COM 931142103 43,990 513,598 SH   SOLE   513,598 0 0
WENDYS CO COM 95058W100 8,398 488,808 SH   SOLE   488,808 0 0
WORLDPAY INC CL A 981558109 51,745 632,735 SH   SOLE   632,735 0 0
YANDEX N V SHS CLASS A N97284108 40,650 1,132,304 SH   SOLE   1,132,304 0 0
YUM BRANDS INC COM 988498101 9,999 127,837 SH   SOLE   127,837 0 0