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 31,550 674,288 SH   SOLE   674,288 0 0
COGNIZANT TECH SOLUTIONS-A COM 192446102 31,235 654,686 SH   SOLE   654,686 0 0
COMCAST CORP-CLASS A COM 20030N101 24,422 368,128 SH   SOLE   368,128 0 0
HANESBRANDS INC COM 410345102 15,815 626,320 SH   SOLE   626,320 0 0
MASTERCARD INC-CLASS A COM 57636Q104 19,364 190,272 SH   SOLE   190,272 0 0
PAYPAL HOLDINGS INC COM 70450Y103 34,091 832,098 SH   SOLE   832,098 0 0
STARBUCKS CORP COM 855244109 24,817 458,379 SH   SOLE   458,379 0 0
S&P GLOBAL INC COM 78409V104 9,163 72,399 SH   SOLE   72,399 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 21,609 663,658 SH   SOLE   663,658 0 0
VISA INC-CLASS A SHARES COM 92826C839 28,094 339,714 SH   SOLE   339,714 0 0
VANTIV INC - CL A COM 92210H105 13,508 240,055 SH   SOLE   240,055 0 0