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 584,448 9,059,804 SH   SOLE _ 9,059,804 0 0
ADOBE SYS INC COM 00724F101 199,218 1,335,421 SH   SOLE _ 1,335,421 0 0
ALASKA AIR GROUP INC COM 011659109 341,422 4,476,494 SH   SOLE _ 4,476,494 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 507,041 2,935,794 SH   SOLE _ 2,935,794 0 0
ALTICE USA INC CL A 02156K103 71,208 2,607,410 SH   SOLE _ 2,607,410 0 0
APPLIED MATLS INC COM 038222105 881,359 16,919,928 SH   SOLE _ 16,919,928 0 0
BANK AMER CORP COM 060505104 418,349 16,509,429 SH   SOLE _ 16,509,429 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 46,442 1,497,174 SH   SOLE _ 1,497,174 0 0
BROADCOM LTD SHS Y09827109 362,118 1,493,024 SH   SOLE _ 1,493,024 0 0
CANADIAN PAC RY LTD COM 13645T100 187,476 1,115,727 SH   SOLE _ 1,115,727 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 904,335 2,488,401 SH   SOLE _ 2,488,401 0 0
COMCAST CORP NEW CL A 20030N101 910,686 23,666,488 SH   SOLE _ 23,666,488 0 0
CONSTELLATION BRANDS INC CL A 21036P108 612,522 3,071,057 SH   SOLE _ 3,071,057 0 0
COOPER COS INC COM NEW 216648402 167,516 706,490 SH   SOLE _ 706,490 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 146,470 1,339,949 SH   SOLE _ 1,339,949 0 0
EQUINIX INC COM PAR $0.001 29444U700 217,425 487,173 SH   SOLE _ 487,173 0 0
FACEBOOK INC CL A 30303M102 431,425 2,524,870 SH   SOLE _ 2,524,870 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 215,994 2,241,300 SH   SOLE _ 2,241,300 0 0
HONEYWELL INTL INC COM 438516106 37,513 264,662 SH   SOLE _ 264,662 0 0
IAC INTERACTIVECORP COM 44919P508 35,677 303,426 SH   SOLE _ 303,426 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 47,128 685,997 SH   SOLE _ 685,997 0 0
JPMORGAN CHASE & CO COM 46625H100 231,578 2,424,646 SH   SOLE _ 2,424,646 0 0
MARTIN MARIETTA MATLS INC COM 573284106 360,981 1,750,380 SH   SOLE _ 1,750,380 0 0
MASTERCARD INCORPORATED CL A 57636Q104 511,235 3,620,648 SH   SOLE _ 3,620,648 0 0
MATCH GROUP INC COM 57665R106 11,792 508,479 SH   SOLE _ 508,479 0 0
MICROSOFT CORP COM 594918104 382,196 5,130,833 SH   SOLE _ 5,130,833 0 0
MORGAN STANLEY COM NEW 617446448 174,238 3,617,157 SH   SOLE _ 3,617,157 0 0
PRAXAIR INC COM 74005P104 473,016 3,384,973 SH   SOLE _ 3,384,973 0 0
S&P GLOBAL INC COM 78409V104 656,259 4,198,448 SH   SOLE _ 4,198,448 0 0
SCHWAB CHARLES CORP NEW COM 808513105 466,667 10,669,116 SH   SOLE _ 10,669,116 0 0
SOUTHWEST AIRLS CO COM 844741108 372,585 6,655,689 SH   SOLE _ 6,655,689 0 0
TRANSUNION COM 89400J107 216,179 4,574,259 SH   SOLE _ 4,574,259 0 0