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
ASPEN TECHNOLOGY INC COM 045327103 27,555 684,756 SH   SOLE   684,756 0 0
BLACKROCK INC COM 09247X101 20,065 58,579 SH   SOLE   58,579 0 0
COGNIZANT TECH SOLUTIONS-A COM 192446102 26,053 455,150 SH   SOLE   455,150 0 0
COMCAST CORP-CLASS A COM 20030N101 23,998 368,128 SH   SOLE   368,128 0 0
GODADDY INC - CLASS A COM 380237107 10,369 332,443 SH   SOLE   332,443 0 0
HANESBRANDS INC COM 410345102 15,739 626,320 SH   SOLE   626,320 0 0
MASTERCARD INC-CLASS A COM 57636Q104 16,755 190,272 SH   SOLE   190,272 0 0
OAKTREE CAPITAL GROUP LLC COM 674001201 22,544 503,672 SH   SOLE   503,672 0 0
PAYPAL HOLDINGS INC COM 70450Y103 24,355 667,071 SH   SOLE   667,071 0 0
S&P GLOBAL INC COM 78409V104 23,189 216,196 SH   SOLE   216,196 0 0
SPDR S&P 500 ETF TRUST COM 78462F103 428 2,041 SH   SOLE   2,041 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 12,632 310,599 SH   SOLE   310,599 0 0
VISA INC-CLASS A SHARES COM 92826C839 25,197 339,714 SH   SOLE   339,714 0 0