The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 28,214 | 424,903 | SH | SOLE | 424,903 | 0 | 0 | ||
| COMCAST CORP-CLASS A | COM | 20030N101 | 28,655 | 736,256 | SH | SOLE | 736,256 | 0 | 0 | ||
| GODADDY INC - CLASS A | COM | 380237107 | 24,855 | 585,933 | SH | SOLE | 585,933 | 0 | 0 | ||
| MASTERCARD INC-CLASS A | COM | 57636Q104 | 30,662 | 252,470 | SH | SOLE | 252,470 | 0 | 0 | ||
| MOHAWK INDUSTRIES INC | COM | 608190104 | 1,779 | 7,362 | SH | SOLE | 7,362 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 39,502 | 736,019 | SH | SOLE | 736,019 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | COM | N70544106 | 41,209 | 3,448,429 | SH | SOLE | 3,448,429 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 10,570 | 72,399 | SH | SOLE | 72,399 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP-CL A | COM | 78410G104 | 42,772 | 317,064 | SH | SOLE | 317,064 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 41,520 | 712,049 | SH | SOLE | 712,049 | 0 | 0 | ||
| VANTIV INC - CL A | COM | 92210H105 | 44,288 | 699,211 | SH | SOLE | 699,211 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 48,125 | 513,165 | SH | SOLE | 513,165 | 0 | 0 | ||