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
COMCAST CORP-CLASS A COM 20030N101 60,931 1,521,368 SH   SOLE   1,521,368 0 0
GODADDY INC - CLASS A COM 380237107 53,443 1,062,906 SH   SOLE   1,062,906 0 0
MASTERCARD INC-CLASS A COM 57636Q104 25,911 171,189 SH   SOLE   171,189 0 0
MOHAWK INDUSTRIES INC COM 608190104 28,271 102,469 SH   SOLE   102,469 0 0
MOODY'S CORP COM 615369105 29,201 197,825 SH   SOLE   197,825 0 0
PAYCHEX INC COM 704326107 28,625 420,455 SH   SOLE   420,455 0 0
PLAYA HOTELS & RESORTS NV COM N70544106 41,640 3,859,097 SH   SOLE   3,859,097 0 0
ROSS STORES INC COM 778296103 32,813 408,889 SH   SOLE   408,889 0 0
STARBUCKS CORP COM 855244109 50,060 871,671 SH   SOLE   871,671 0 0
TJX COMPANIES INC COM 872540109 58,810 769,160 SH   SOLE   769,160 0 0
VANTIV INC - CL A COM 92210H105 64,109 871,641 SH   SOLE   871,641 0 0
VISA INC-CLASS A SHARES COM 92826C839 55,686 488,391 SH   SOLE   488,391 0 0