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
ALPHABET INC CAP STK CL A 02079K305 82,547 78,995 SH   SOLE   78,995 0 0
AMAZON COM INC COM 023135106 12,492 8,317 SH   SOLE   8,317 0 0
BLACKROCK INC COM 09247X101 83,726 213,140 SH   SOLE   213,140 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 36,400 378,181 SH   SOLE   378,181 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 7,286 74,477 SH   SOLE   74,477 0 0
CERIDIAN HCM HLDG INC COM 15677J108 18,101 524,821 SH   SOLE   524,821 0 0
COMCAST CORP NEW CL A 20030N101 72,457 2,127,971 SH   SOLE   2,127,971 0 0
COSTAR GROUP INC COM 22160N109 29,934 88,734 SH   SOLE   88,734 0 0
DOLLAR GEN CORP NEW COM 256677105 25,002 231,327 SH   SOLE   231,327 0 0
DOMINOS PIZZA INC COM 25754A201 50,664 204,297 SH   SOLE   204,297 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 36,279 826,784 SH   SOLE   826,784 0 0
EVERCORE INC CLASS A 29977A105 17,258 241,170 SH   SOLE   241,170 0 0
GENPACT LIMITED SHS G3922B107 42,722 1,582,885 SH   SOLE   1,582,885 0 0
HOME DEPOT INC COM 437076102 44,359 258,170 SH   SOLE   258,170 0 0
HUDSON LTD COM CL A G46408103 16,065 936,713 SH   SOLE   936,713 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 76,227 1,011,911 SH   SOLE   1,011,911 0 0
LPL FINL HLDGS INC COM 50212V100 31,165 510,240 SH   SOLE   510,240 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 50,533 188,766 SH   SOLE   188,766 0 0
MICROSOFT CORP COM 594918104 52,841 520,244 SH   SOLE   520,244 0 0
NETFLIX INC COM 64110L106 7,347 27,448 SH   SOLE   27,448 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 32,414 94,135 SH   SOLE   94,135 0 0
SEI INVESTMENTS CO COM 784117103 23,326 504,885 SH   SOLE   504,885 0 0
SHERWIN WILLIAMS CO COM 824348106 43,178 109,738 SH   SOLE   109,738 0 0
STARBUCKS CORP COM 855244109 16,032 248,944 SH   SOLE   248,944 0 0
T MOBILE US INC COM 872590104 28,623 449,971 SH   SOLE   449,971 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 55,713 541,219 SH   SOLE   541,219 0 0
TARGET CORP COM 87612E106 13,586 205,574 SH   SOLE   205,574 0 0
TJX COS INC NEW COM 872540109 68,948 1,541,090 SH   SOLE   1,541,090 0 0
TOTAL SYS SVCS INC COM 891906109 58,219 716,186 SH   SOLE   716,186 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 36,220 752,698 SH   SOLE   752,698 0 0
VERISK ANALYTICS INC COM 92345Y106 50,625 464,283 SH   SOLE   464,283 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 33,608 597,798 SH   SOLE   597,798 0 0
VISA INC COM CL A 92826C839 29,086 220,452 SH   SOLE   220,452 0 0
WALMART INC COM 931142103 58,214 624,946 SH   SOLE   624,946 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 23,213 310,670 SH   SOLE   310,670 0 0
WORLDPAY INC CL A 981558109 31,673 414,408 SH   SOLE   414,408 0 0
ZYNGA INC CL A 98986T108 31,600 8,040,660 SH   SOLE   8,040,660 0 0