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
COGNIZANT TECH SOLUTIONS-A COM 192446102 32,871 552,267 SH   SOLE   552,267 0 0
COMCAST CORP-CLASS A COM 20030N101 27,676 736,256 SH   SOLE   736,256 0 0
GODADDY INC - CLASS A COM 380237107 11,412 301,103 SH   SOLE   301,103 0 0
MASTERCARD INC-CLASS A COM 57636Q104 28,395 252,470 SH   SOLE   252,470 0 0
MOHAWK INDUSTRIES INC COM 608190104 1,690 7,362 SH   SOLE   7,362 0 0
PAYPAL HOLDINGS INC COM 70450Y103 41,519 965,101 SH   SOLE   965,101 0 0
PLAYA HOTELS & RESORTS NV COM N70544106 8,658 824,554 SH   SOLE   824,554 0 0
S&P GLOBAL INC COM 78409V104 9,465 72,399 SH   SOLE   72,399 0 0
SBA COMMUNICATIONS CORP-CL A COM 78410G104 50,657 420,845 SH   SOLE   420,845 0 0
SPROUTS FARMERS MARKET INC COM 85208M102 18,414 796,439 SH   SOLE   796,439 0 0
STARBUCKS CORP COM 855244109 41,465 710,142 SH   SOLE   710,142 0 0
VANTIV INC - CL A COM 92210H105 44,833 699,211 SH   SOLE   699,211 0 0
VISA INC-CLASS A SHARES COM 92826C839 45,605 513,165 SH   SOLE   513,165 0 0