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
GOOG COM 02079K107 82,123 30,812 SH   SOLE N/A 30,812 0 0
MSFT COM 594918104 69,493 246,500 SH   SOLE N/A 246,500 0 0
AMZN COM 023135106 68,418 20,827 SH   SOLE N/A 20,827 0 0
FB COM 30303M102 61,278 180,553 SH   SOLE N/A 180,553 0 0
AAPL COM 037833100 51,806 366,122 SH   SOLE N/A 366,122 0 0
V COM 92826C839 51,679 232,003 SH   SOLE N/A 232,003 0 0
BKNG COM 09857L108 51,209 21,572 SH   SOLE N/A 21,572 0 0
SBUX COM 855244109 40,396 366,203 SH   SOLE N/A 366,203 0 0
SPGI COM 78409V104 39,902 93,912 SH   SOLE N/A 93,912 0 0
ADSK COM 052769106 32,250 113,091 SH   SOLE N/A 113,091 0 0
MTN COM 91879Q109 32,016 95,842 SH   SOLE N/A 95,842 0 0
TTWO COM 874054109 30,339 196,920 SH   SOLE N/A 196,920 0 0
MA COM 57636Q104 27,094 77,929 SH   SOLE N/A 77,929 0 0
CSGP COM 22160N109 23,331 271,107 SH   SOLE N/A 271,107 0 0
FICO COM 303250104 22,798 57,292 SH   SOLE N/A 57,292 0 0
ROP COM 776696106 22,560 50,569 SH   SOLE N/A 50,569 0 0
DPZ COM 25754A201 22,504 47,182 SH   SOLE N/A 47,182 0 0
TJX COM 872540109 22,441 340,122 SH   SOLE N/A 340,122 0 0
SCHZ COM 808524839 21,431 394,962 SH   SOLE N/A 394,962 0 0
ISTB COM 46432F859 20,286 397,217 SH   SOLE N/A 397,217 0 0
BR COM 11133T103 17,790 106,755 SH   SOLE N/A 106,755 0 0
ATVI COM 00507V109 17,293 223,449 SH   SOLE N/A 223,449 0 0
ACN COM G1151C101 14,226 44,469 SH   SOLE N/A 44,469 0 0
BRKB COM 084670702 13,531 49,576 SH   SOLE N/A 49,576 0 0
SCHP COM 808524870 10,921 174,512 SH   SOLE N/A 174,512 0 0
OLO COM 68134L109 8,732 290,764 SH   SOLE N/A 290,764 0 0
VRSN COM 92343E102 8,270 40,340 SH   SOLE N/A 40,340 0 0
VRSK COM 92345Y106 3,468 17,318 SH   SOLE N/A 17,318 0 0
HLT COM 43300A203 3,281 24,832 SH   SOLE N/A 24,832 0 0
COST COM 22160K105 1,405 3,127 SH   SOLE N/A 3,127 0 0
IVV COM 464287200 1,193 2,770 SH   SOLE N/A 2,770 0 0
SPAB COM 78464A649 441 14,781 SH   SOLE N/A 14,781 0 0