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 492,734 11,122,654 SH   SOLE _ 11,122,654 0 0
ALBEMARLE CORP COM 012653101 127,417 1,490,433 SH   SOLE _ 1,490,433 0 0
ALPHABET INC CAP STK CL C 02079K107 576,342 741,476 SH   SOLE _ 741,476 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 47,171 1,601,728 SH   SOLE _ 1,601,728 0 0
CANADIAN PAC RY LTD COM 13645T100 379,300 2,483,956 SH   SOLE _ 2,483,956 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,099,591 4,073,010 SH   SOLE _ 4,073,010 0 0
COMCAST CORP NEW CL A 20030N101 774,308 11,671,805 SH   SOLE _ 11,671,805 0 0
CONSTELLATION BRANDS INC CL A 21036P108 374,132 2,247,175 SH   SOLE _ 2,247,175 0 0
FACEBOOK INC CL A 30303M102 576,568 4,494,953 SH   SOLE _ 4,494,953 0 0
HOME DEPOT INC COM 437076102 148,783 1,156,225 SH   SOLE _ 1,156,225 0 0
JPMORGAN CHASE & CO COM 46625H100 293,225 4,403,438 SH   SOLE _ 4,403,438 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 121,553 1,700,518 SH   SOLE _ 1,700,518 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 36,549 916,701 SH   SOLE _ 916,701 0 0
MARTIN MARIETTA MATLS INC COM 573284106 180,072 1,005,370 SH   SOLE _ 1,005,370 0 0
MASTERCARD INCORPORATED CL A 57636Q104 313,398 3,079,473 SH   SOLE _ 3,079,473 0 0
MICROSOFT CORP COM 594918104 212,353 3,686,678 SH   SOLE _ 3,686,678 0 0
MOHAWK INDS INC COM 608190104 223,628 1,116,244 SH   SOLE _ 1,116,244 0 0
MOODYS CORP COM 615369105 171,797 1,586,598 SH   SOLE _ 1,586,598 0 0
NVIDIA CORP COM 67066G104 142,959 2,086,387 SH   SOLE _ 2,086,387 0 0
POPULAR INC COM NEW 733174700 73,062 1,911,624 SH   SOLE _ 1,911,624 0 0
PRAXAIR INC COM 74005P104 96,741 800,637 SH   SOLE _ 800,637 0 0
PRICELINE GRP INC COM NEW 741503403 580,804 394,705 SH   SOLE _ 394,705 0 0
S&P GLOBAL INC COM 78409V104 632,043 4,994,022 SH   SOLE _ 4,994,022 0 0
SCHWAB CHARLES CORP NEW COM 808513105 295,314 9,354,272 SH   SOLE _ 9,354,272 0 0
SOUTHWEST AIRLS CO COM 844741108 473,074 12,164,412 SH   SOLE _ 12,164,412 0 0
VISA INC COM CL A 92826C839 378,944 4,582,154 SH   SOLE _ 4,582,154 0 0