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
ACTIVISION BLIZZARD INC COM 00507V109 42,515 714,774 SH   SOLE   714,774 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 13,289 142,399 SH   SOLE   142,399 0 0
ALPHABET INC CAP STK CL A 02079K305 49,756 42,821 SH   SOLE   42,821 0 0
AMAZON COM INC COM 023135106 62,424 32,017 SH   SOLE   32,017 0 0
BANK NEW YORK MELLON CORP COM 064058100 41,212 1,223,646 SH   SOLE   1,223,646 0 0
BLACKROCK INC COM 09247X101 28,985 65,879 SH   SOLE   65,879 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 69,409 731,932 SH   SOLE   731,932 0 0
BURLINGTON STORES INC COM 122017106 11,865 74,875 SH   SOLE   74,875 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 57,104 130,879 SH   SOLE   130,879 0 0
COMCAST CORP NEW CL A 20030N101 34,483 1,002,995 SH   SOLE   1,002,995 0 0
DECKERS OUTDOOR CORP COM 243537107 3,989 29,769 SH   SOLE   29,769 0 0
DOLLAR TREE INC COM 256746108 63,283 861,339 SH   SOLE   861,339 0 0
DOMINOS PIZZA INC COM 25754A201 47,553 146,736 SH   SOLE   146,736 0 0
EPAM SYS INC COM 29414B104 14,955 80,550 SH   SOLE   80,550 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 92,533 760,710 SH   SOLE   760,710 0 0
FIVE BELOW INC COM 33829M101 27,172 386,070 SH   SOLE   386,070 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 9,836 52,730 SH   SOLE   52,730 0 0
GENPACT LIMITED SHS G3922B107 15,640 535,609 SH   SOLE   535,609 0 0
HENRY JACK & ASSOC INC COM 426281101 26,136 168,356 SH   SOLE   168,356 0 0
IHS MARKIT LTD SHS G47567105 30,215 503,581 SH   SOLE   503,581 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 91,345 1,131,206 SH   SOLE   1,131,206 0 0
JPMORGAN CHASE & CO COM 46625H100 38,756 430,474 SH   SOLE   430,474 0 0
LPL FINL HLDGS INC COM 50212V100 66,806 1,227,373 SH   SOLE   1,227,373 0 0
MARKETAXESS HLDGS INC COM 57060D108 13,733 41,295 SH   SOLE   41,295 0 0
MASCO CORP COM 574599106 23,402 676,955 SH   SOLE   676,955 0 0
MICROSOFT CORP COM 594918104 44,260 280,644 SH   SOLE   280,644 0 0
MORGAN STANLEY COM NEW 617446448 47,052 1,383,871 SH   SOLE   1,383,871 0 0
NETFLIX INC COM 64110L106 42,015 111,892 SH   SOLE   111,892 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 30,422 101,052 SH   SOLE   101,052 0 0
PAYPAL HLDGS INC COM 70450Y103 31,727 331,387 SH   SOLE   331,387 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 6,368 159,092 SH   SOLE   159,092 0 0
S&P GLOBAL INC COM 78409V104 48,280 197,023 SH   SOLE   197,023 0 0
SEI INVESTMENTS CO COM 784117103 23,652 510,400 SH   SOLE   510,400 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 41,986 958,147 SH   SOLE   958,147 0 0
TARGET CORP COM 87612E106 35,793 384,999 SH   SOLE   384,999 0 0
VERISK ANALYTICS INC COM 92345Y106 56,568 405,858 SH   SOLE   405,858 0 0