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
ADOBE SYS INC COM 00724F101 30,674 297,946 SH   SOLE   297,946 0 0
ALPHABET INC CAP STK CL A 02079K305 42,448 53,565 SH   SOLE   53,565 0 0
CBOE HLDGS INC COM 12503M108 39,982 541,100 SH   SOLE   541,100 0 0
CDW CORP COM 12514G108 15,727 301,917 SH   SOLE   301,917 0 0
DICKS SPORTING GOODS INC COM 253393102 13,965 263,000 SH   SOLE   263,000 0 0
DISNEY WALT CO COM DISNEY 254687106 55,528 532,800 SH   SOLE   532,800 0 0
DST SYS INC DEL COM 233326107 19,057 177,850 SH   SOLE   177,850 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 30,884 254,570 SH   SOLE   254,570 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 40,621 1,172,326 SH   SOLE   1,172,326 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 28,407 413,498 SH   SOLE   413,498 0 0
FOOT LOCKER INC COM 344849104 10,122 142,779 SH   SOLE   142,779 0 0
GAP INC DEL COM 364760108 8,129 362,255 SH   SOLE   362,255 0 0
GODADDY INC CL A 380237107 23,528 673,202 SH   SOLE   673,202 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 56,662 1,004,293 SH   SOLE   1,004,293 0 0
INTUIT COM 461202103 37,237 324,901 SH   SOLE   324,901 0 0
KROGER CO COM 501044101 19,720 571,442 SH   SOLE   571,442 0 0
MCDONALDS CORP COM 580135101 19,195 157,700 SH   SOLE   157,700 0 0
MICROSOFT CORP COM 594918104 29,100 468,300 SH   SOLE   468,300 0 0
MORGAN STANLEY COM NEW 617446448 41,523 982,787 SH   SOLE   982,787 0 0
PRICE T ROWE GROUP INC COM 74144T108 31,383 417,000 SH   SOLE   417,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 54,646 1,384,500 SH   SOLE   1,384,500 0 0
T MOBILE US INC COM 872590104 47,961 833,966 SH   SOLE   833,966 0 0
TOTAL SYS SVCS INC COM 891906109 24,332 496,274 SH   SOLE   496,274 0 0
TRANSUNION COM 89400J107 58,068 1,877,405 SH   SOLE   1,877,405 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 56,857 2,027,700 SH   SOLE   2,027,700 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 11,727 46,000 SH   SOLE   46,000 0 0
VANTIV INC CL A 92210H105 35,359 593,078 SH   SOLE   593,078 0 0
VISA INC COM CL A 92826C839 29,312 375,700 SH   SOLE   375,700 0 0
WISDOMTREE INVTS INC COM 97717P104 3,520 316,000 SH   SOLE   316,000 0 0