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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 79,558 269,880 SH   SOLE   269,880 0 0
ACTIVISION BLIZZARD INC COM 00507V109 31,364 328,623 SH   SOLE   328,623 0 0
ALPHABET INC CAP STK CL A 02079K305 28,020 11,475 SH   SOLE   11,475 0 0
AMAZON COM INC COM 023135106 107,698 31,306 SH   SOLE   31,306 0 0
ANAPLAN INC COM 03272L108 31,993 600,241 SH   SOLE   600,241 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 71,813 1,129,307 SH   SOLE   1,129,307 0 0
AUTODESK INC COM 052769106 46,971 160,916 SH   SOLE   160,916 0 0
BLACKROCK INC COM 09247X101 121,145 138,456 SH   SOLE   138,456 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 28,734 502,425 SH   SOLE   502,425 0 0
COMCAST CORP NEW CL A 20030N101 40,910 717,469 SH   SOLE   717,469 0 0
CONSTELLATION BRANDS INC CL A 21036P108 67,403 288,182 SH   SOLE   288,182 0 0
DECKERS OUTDOOR CORP COM 243537107 85,572 222,802 SH   SOLE   222,802 0 0
DOLLAR GEN CORP NEW COM 256677105 27,977 129,288 SH   SOLE   129,288 0 0
FACEBOOK INC CL A 30303M102 82,037 235,934 SH   SOLE   235,934 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 61,515 240,238 SH   SOLE   240,238 0 0
GALLAGHER ARTHUR J & CO COM 363576109 43,224 308,569 SH   SOLE   308,569 0 0
GARTNER INC COM 366651107 74,854 309,058 SH   SOLE   309,058 0 0
GENPACT LIMITED SHS G3922B107 62,414 1,373,857 SH   SOLE   1,373,857 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 42,080 348,866 SH   SOLE   348,866 0 0
HOWMET AEROSPACE INC COM 443201108 48,897 1,418,529 SH   SOLE   1,418,529 0 0
IHS MARKIT LTD SHS G47567105 135,784 1,205,253 SH   SOLE   1,205,253 0 0
INTERPUBLIC GROUP COS INC COM 460690100 43,087 1,326,148 SH   SOLE   1,326,148 0 0
INTUIT COM 461202103 109,632 223,662 SH   SOLE   223,662 0 0
JD.COM INC SPON ADR CL A 47215P106 11,325 141,899 SH   SOLE   141,899 0 0
KKR & CO INC COM 48251W104 96,701 1,632,361 SH   SOLE   1,632,361 0 0
L BRANDS INC COM 501797104 34,009 471,952 SH   SOLE   471,952 0 0
LPL FINL HLDGS INC COM 50212V100 69,743 516,688 SH   SOLE   516,688 0 0
MICROSOFT CORP COM 594918104 42,475 156,791 SH   SOLE   156,791 0 0
MOHAWK INDS INC COM 608190104 32,424 168,710 SH   SOLE   168,710 0 0
MORGAN STANLEY COM NEW 617446448 120,720 1,316,605 SH   SOLE   1,316,605 0 0
MURPHY USA INC COM 626755102 37,429 280,637 SH   SOLE   280,637 0 0
NETEASE INC SPONSORED ADS 64110W102 29,956 259,921 SH   SOLE   259,921 0 0
NORTHERN TR CORP COM 665859104 85,899 742,943 SH   SOLE   742,943 0 0
PEPSICO INC COM 713448108 39,866 269,054 SH   SOLE   269,054 0 0
PROCTER AND GAMBLE CO COM 742718109 31,819 235,817 SH   SOLE   235,817 0 0
PVH CORPORATION COM 693656100 37,631 349,759 SH   SOLE   349,759 0 0
SCHWAB CHARLES CORP COM 808513105 44,040 604,858 SH   SOLE   604,858 0 0
SHIFT4 PMTS INC CL A 82452J109 38,688 412,808 SH   SOLE   412,808 0 0
SMARTSHEET INC COM CL A 83200N103 29,955 414,203 SH   SOLE   414,203 0 0
SVB FINANCIAL GROUP COM 78486Q101 34,599 62,181 SH   SOLE   62,181 0 0
SYNCHRONY FINANCIAL COM 87165B103 53,940 1,111,697 SH   SOLE   1,111,697 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 31,278 176,694 SH   SOLE   176,694 0 0
TARGET CORP COM 87612E106 45,836 189,609 SH   SOLE   189,609 0 0
THOMSON REUTERS CORP. COM NEW 884903709 55,950 563,330 SH   SOLE   563,330 0 0
TOLL BROTHERS INC COM 889478103 45,735 791,133 SH   SOLE   791,133 0 0
TRADEWEB MKTS INC CL A 892672106 72,110 852,768 SH   SOLE   852,768 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 89,299 484,949 SH   SOLE   484,949 0 0
TRANSUNION COM 89400J107 84,572 770,171 SH   SOLE   770,171 0 0
VISA INC COM CL A 92826C839 52,601 224,962 SH   SOLE   224,962 0 0
VULCAN MATLS CO COM 929160109 50,485 290,028 SH   SOLE   290,028 0 0
WALMART INC COM 931142103 99,783 707,579 SH   SOLE   707,579 0 0
WASTE CONNECTIONS INC COM 94106B101 68,070 569,961 SH   SOLE   569,961 0 0
WORKDAY INC CL A 98138H101 21,216 88,868 SH   SOLE   88,868 0 0
ZYNGA INC CL A 98986T108 75,419 7,094,942 SH   SOLE   7,094,942 0 0