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 609,240 12,219,008 SH   SOLE _ 12,219,008 0 0
ADOBE SYS INC COM 00724F101 209,666 1,611,207 SH   SOLE _ 1,611,207 0 0
ALBEMARLE CORP COM 012653101 123,721 1,171,161 SH   SOLE _ 1,171,161 0 0
ALPHABET INC CAP STK CL C 02079K107 279,190 336,552 SH   SOLE _ 336,552 0 0
APPLIED MATLS INC COM 038222105 452,897 11,642,608 SH   SOLE _ 11,642,608 0 0
BANK AMER CORP COM 060505104 459,708 19,487,404 SH   SOLE _ 19,487,404 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 46,515 1,502,410 SH   SOLE _ 1,502,410 0 0
CANADIAN PAC RY LTD COM 13645T100 306,522 2,086,317 SH   SOLE _ 2,086,317 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,126,906 3,442,826 SH   SOLE _ 3,442,826 0 0
COMCAST CORP NEW CL A 20030N101 806,811 21,463,447 SH   SOLE _ 21,463,447 0 0
CONSTELLATION BRANDS INC CL A 21036P108 402,838 2,485,583 SH   SOLE _ 2,485,583 0 0
FACEBOOK INC CL A 30303M102 403,879 2,843,217 SH   SOLE _ 2,843,217 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 155,014 1,023,668 SH   SOLE _ 1,023,668 0 0
JPMORGAN CHASE & CO COM 46625H100 299,010 3,404,025 SH   SOLE _ 3,404,025 0 0
MARTIN MARIETTA MATLS INC COM 573284106 100,091 458,607 SH   SOLE _ 458,607 0 0
MASTERCARD INCORPORATED CL A 57636Q104 274,803 2,443,341 SH   SOLE _ 2,443,341 0 0
MICROSOFT CORP COM 594918104 263,301 3,997,892 SH   SOLE _ 3,997,892 0 0
MOHAWK INDS INC COM 608190104 328,795 1,432,719 SH   SOLE _ 1,432,719 0 0
MORGAN STANLEY COM NEW 617446448 141,171 3,295,306 SH   SOLE _ 3,295,306 0 0
PRAXAIR INC COM 74005P104 277,297 2,338,087 SH   SOLE _ 2,338,087 0 0
PRICELINE GRP INC COM NEW 741503403 208,135 116,932 SH   SOLE _ 116,932 0 0
S&P GLOBAL INC COM 78409V104 733,634 5,611,397 SH   SOLE _ 5,611,397 0 0
SCHWAB CHARLES CORP NEW COM 808513105 352,856 8,646,300 SH   SOLE _ 8,646,300 0 0
SOUTHWEST AIRLS CO COM 844741108 505,416 9,401,341 SH   SOLE _ 9,401,341 0 0
VISA INC COM CL A 92826C839 379,314 4,268,195 SH   SOLE _ 4,268,195 0 0