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 28,783 396,790 SH   SOLE   396,790 0 0
COMCAST CORP-CLASS A COM 20030N101 37,907 985,099 SH   SOLE   985,099 0 0
GODADDY INC - CLASS A COM 380237107 44,568 1,024,327 SH   SOLE   1,024,327 0 0
MASTERCARD INC-CLASS A COM 57636Q104 22,590 159,987 SH   SOLE   159,987 0 0
MOHAWK INDUSTRIES INC COM 608190104 24,244 97,952 SH   SOLE   97,952 0 0
MOODY'S CORP COM 615369105 26,531 190,586 SH   SOLE   190,586 0 0
NEWELL BRANDS INC COM 651229106 26,391 618,487 SH   SOLE   618,487 0 0
PAYCHEX INC COM 704326107 24,525 409,029 SH   SOLE   409,029 0 0
PAYPAL HOLDINGS INC COM 70450Y103 8,340 130,256 SH   SOLE   130,256 0 0
PLAYA HOTELS & RESORTS NV COM N70544106 40,100 3,844,698 SH   SOLE   3,844,698 0 0
ROSS STORES INC COM 778296103 35,176 544,779 SH   SOLE   544,779 0 0
SBA COMMUNICATIONS CORP-CL A COM 78410G104 26,970 187,229 SH   SOLE   187,229 0 0
STARBUCKS CORP COM 855244109 46,582 867,279 SH   SOLE   867,279 0 0
TJX COMPANIES INC COM 872540109 33,012 447,741 SH   SOLE   447,741 0 0
VANTIV INC - CL A COM 92210H105 55,990 794,528 SH   SOLE   794,528 0 0
VISA INC-CLASS A SHARES COM 92826C839 48,832 464,009 SH   SOLE   464,009 0 0