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 3,691 3,409 SH   SOLE   3,409 0 0
AMERICAN EXPRESS CO COM 025816109 78,842 638,706 SH   SOLE   638,706 0 0
BLACKROCK INC COM 09247X101 116,089 247,367 SH   SOLE   247,367 0 0
CARMAX INC COM 143130102 75,378 868,110 SH   SOLE   868,110 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 66,405 640,792 SH   SOLE   640,792 0 0
CBS CORP NEW CL B 124857202 15,149 303,579 SH   SOLE   303,579 0 0
COMCAST CORP NEW CL A 20030N101 66,829 1,580,635 SH   SOLE   1,580,635 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 18,576 416,504 SH   SOLE   416,504 0 0
EQUIFAX INC COM 294429105 78,109 577,555 SH   SOLE   577,555 0 0
EVERCORE INC CLASS A 29977A105 54,215 612,110 SH   SOLE   612,110 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 89,597 730,333 SH   SOLE   730,333 0 0
FIVE BELOW INC COM 33829M101 51,641 430,273 SH   SOLE   430,273 0 0
GENPACT LIMITED SHS G3922B107 80,400 2,110,799 SH   SOLE   2,110,799 0 0
JONES LANG LASALLE INC COM 48020Q107 47,169 335,271 SH   SOLE   335,271 0 0
LPL FINL HLDGS INC COM 50212V100 62,612 767,583 SH   SOLE   767,583 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 38,278 136,736 SH   SOLE   136,736 0 0
MICROSOFT CORP COM 594918104 9,023 67,356 SH   SOLE   67,356 0 0
MORGAN STANLEY COM NEW 617446448 90,864 2,074,042 SH   SOLE   2,074,042 0 0
NETFLIX INC COM 64110L106 49,418 134,537 SH   SOLE   134,537 0 0
NIKE INC CL B 654106103 43,484 517,976 SH   SOLE   517,976 0 0
PAYPAL HLDGS INC COM 70450Y103 46,703 408,027 SH   SOLE   408,027 0 0
PLANET FITNESS INC CL A 72703H101 39,234 541,612 SH   SOLE   541,612 0 0
PVH CORP COM 693656100 4,573 48,318 SH   SOLE   48,318 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 59,734 858,990 SH   SOLE   858,990 0 0
RH COM 74967X103 42,356 366,400 SH   SOLE   366,400 0 0
SALESFORCE COM INC COM 79466L302 6,266 41,300 SH   SOLE   41,300 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 35,123 609,673 SH   SOLE   609,673 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 49,099 432,477 SH   SOLE   432,477 0 0
TJX COS INC NEW COM 872540109 67,068 1,268,297 SH   SOLE   1,268,297 0 0
TRANSUNION COM 89400J107 64,632 879,227 SH   SOLE   879,227 0 0
VOYA FINL INC COM 929089100 37,182 672,368 SH   SOLE   672,368 0 0
WALMART INC COM 931142103 35,749 323,547 SH   SOLE   323,547 0 0
WEX INC COM 96208T104 41,056 197,288 SH   SOLE   197,288 0 0
WORLDPAY INC CL A 981558109 37,239 303,868 SH   SOLE   303,868 0 0
ZYNGA INC CL A 98986T108 31,383 5,119,525 SH   SOLE   5,119,525 0 0