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 380,741 5,643,945 SH   SOLE _ 5,643,945 0 0
ADOBE SYS INC COM 00724F101 714,272 3,305,589 SH   SOLE _ 3,305,589 0 0
ALASKA AIR GROUP INC COM 011659109 53,207 858,731 SH   SOLE _ 858,731 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 445,580 2,427,697 SH   SOLE _ 2,427,697 0 0
ALPHABET INC CAP STK CL C 02079K107 589,089 570,939 SH   SOLE _ 570,939 0 0
APPLIED MATLS INC COM 038222105 614,921 11,057,737 SH   SOLE _ 11,057,737 0 0
BANK AMER CORP COM 060505104 635,428 21,187,986 SH   SOLE _ 21,187,986 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 40,812 1,298,933 SH   SOLE _ 1,298,933 0 0
BROADCOM LTD SHS Y09827109 165,889 703,964 SH   SOLE _ 703,964 0 0
CANADIAN PAC RY LTD COM 13645T100 396,126 2,244,338 SH   SOLE _ 2,244,338 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 676,676 2,174,268 SH   SOLE _ 2,174,268 0 0
CINTAS CORP COM 172908105 216,795 1,270,926 SH   SOLE _ 1,270,926 0 0
CONSTELLATION BRANDS INC CL A 21036P108 184,333 808,764 SH   SOLE _ 808,764 0 0
ELECTRONIC ARTS INC COM 285512109 272,510 2,247,693 SH   SOLE _ 2,247,693 0 0
FACEBOOK INC CL A 30303M102 265,444 1,661,207 SH   SOLE _ 1,661,207 0 0
GODADDY INC CL A 380237107 265,432 4,321,581 SH   SOLE _ 4,321,581 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 166,131 1,681,996 SH   SOLE _ 1,681,996 0 0
HONEYWELL INTL INC COM 438516106 32,575 225,419 SH   SOLE _ 225,419 0 0
MASTERCARD INCORPORATED CL A 57636Q104 252,746 1,442,945 SH   SOLE _ 1,442,945 0 0
MICROSOFT CORP COM 594918104 646,112 7,079,132 SH   SOLE _ 7,079,132 0 0
MORGAN STANLEY COM NEW 617446448 169,238 3,136,354 SH   SOLE _ 3,136,354 0 0
PRAXAIR INC COM 74005P104 620,266 4,298,447 SH   SOLE _ 4,298,447 0 0
S&P GLOBAL INC COM 78409V104 625,285 3,272,717 SH   SOLE _ 3,272,717 0 0
SALESFORCE COM INC COM 79466L302 326,863 2,810,516 SH   SOLE _ 2,810,516 0 0
SCHWAB CHARLES CORP NEW COM 808513105 555,931 10,645,934 SH   SOLE _ 10,645,934 0 0
SOUTHWEST AIRLS CO COM 844741108 587,688 10,259,924 SH   SOLE _ 10,259,924 0 0
TRANSUNION COM 89400J107 212,326 3,739,456 SH   SOLE _ 3,739,456 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 509,107 13,875,893 SH   SOLE _ 13,875,893 0 0
UNION PAC CORP COM 907818108 439,459 3,269,058 SH   SOLE _ 3,269,058 0 0
UNITEDHEALTH GROUP INC COM 91324P102 463,497 2,165,874 SH   SOLE _ 2,165,874 0 0
WORLDPAY INC CL A 981558109 265,804 3,232,051 SH   SOLE _ 3,232,051 0 0
WYNN RESORTS LTD COM 983134107 499,070 2,736,728 SH   SOLE _ 2,736,728 0 0