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 556,085 7,286,230 SH   SOLE _ 7,286,230 0 0
ADOBE SYS INC COM 00724F101 584,027 2,395,418 SH   SOLE _ 2,395,418 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 650,518 3,506,268 SH   SOLE _ 3,506,268 0 0
ALPHABET INC CAP STK CL C 02079K107 583,107 522,661 SH   SOLE _ 522,661 0 0
APPLIED MATLS INC COM 038222105 109,640 2,373,671 SH   SOLE _ 2,373,671 0 0
BANK AMER CORP COM 060505104 559,357 19,842,384 SH   SOLE _ 19,842,384 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 40,907 1,301,535 SH   SOLE _ 1,301,535 0 0
BOOKING HLDGS INC COM 09857L108 335,358 165,438 SH   SOLE _ 165,438 0 0
CANADIAN PAC RY LTD COM 13645T100 511,139 2,792,805 SH   SOLE _ 2,792,805 0 0
CINTAS CORP COM 172908105 184,198 995,287 SH   SOLE _ 995,287 0 0
CONSTELLATION BRANDS INC CL A 21036P108 210,288 960,790 SH   SOLE _ 960,790 0 0
CSX CORP COM 126408103 440,710 6,909,844 SH   SOLE _ 6,909,844 0 0
ELECTRONIC ARTS INC COM 285512109 569,963 4,041,717 SH   SOLE _ 4,041,717 0 0
FACEBOOK INC CL A 30303M102 438,010 2,254,063 SH   SOLE _ 2,254,063 0 0
GODADDY INC CL A 380237107 227,900 3,228,049 SH   SOLE _ 3,228,049 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 150,989 841,025 SH   SOLE _ 841,025 0 0
MASTERCARD INCORPORATED CL A 57636Q104 313,482 1,595,167 SH   SOLE _ 1,595,167 0 0
MICROSOFT CORP COM 594918104 734,074 7,444,214 SH   SOLE _ 7,444,214 0 0
MORGAN STANLEY COM NEW 617446448 124,583 2,628,323 SH   SOLE _ 2,628,323 0 0
NUTRIEN LTD COM 67077M108 144,679 2,660,527 SH   SOLE _ 2,660,527 0 0
PRAXAIR INC COM 74005P104 676,484 4,277,482 SH   SOLE _ 4,277,482 0 0
S&P GLOBAL INC COM 78409V104 668,641 3,279,421 SH   SOLE _ 3,279,421 0 0
SALESFORCE COM INC COM 79466L302 276,497 2,027,107 SH   SOLE _ 2,027,107 0 0
SCHWAB CHARLES CORP NEW COM 808513105 545,322 10,671,657 SH   SOLE _ 10,671,657 0 0
TENARIS S A SPONSORED ADR 88031M109 247,843 6,810,741 SH   SOLE _ 6,810,741 0 0
TRANSUNION COM 89400J107 174,842 2,440,560 SH   SOLE _ 2,440,560 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,333,357 26,833,499 SH   SOLE _ 26,833,499 0 0
UNION PAC CORP COM 907818108 464,595 3,279,188 SH   SOLE _ 3,279,188 0 0
UNITEDHEALTH GROUP INC COM 91324P102 674,629 2,749,772 SH   SOLE _ 2,749,772 0 0
WORLDPAY INC CL A 981558109 169,789 2,076,163 SH   SOLE _ 2,076,163 0 0
WYNN RESORTS LTD COM 983134107 374,965 2,240,740 SH   SOLE _ 2,240,740 0 0