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
AGILENT TECHNOLOGIES INC COM 00846U101 106,357 1,507,760 SH   SOLE   1,507,760 0 0
BOOKING HOLDINGS INC COM 09857L108 119,171 60,066 SH   SOLE   60,066 0 0
COMCAST CORP-CLASS A COM 20030N101 165,521 4,674,401 SH   SOLE   4,674,401 0 0
FACEBOOK INC-A COM 30303M102 115,014 699,342 SH   SOLE   699,342 0 0
INTL FLAVORS & FRAGRANCES COM 459506101 134,916 969,784 SH   SOLE   969,784 0 0
MOODY'S CORP COM 615369105 83,343 498,461 SH   SOLE   498,461 0 0
PLAYA HOTELS & RESORTS NV COM N70544106 23,151 2,404,040 SH   SOLE   2,404,040 0 0
ROSS STORES INC COM 778296103 37,911 382,551 SH   SOLE   382,551 0 0
S&P GLOBAL INC COM 78409V104 94,090 481,550 SH   SOLE   481,550 0 0
SCHWAB (CHARLES) CORP COM 808513105 114,830 2,336,320 SH   SOLE   2,336,320 0 0
TJX COMPANIES INC COM 872540109 65,691 586,424 SH   SOLE   586,424 0 0
VISA INC-CLASS A SHARES COM 92826C839 129,879 865,341 SH   SOLE   865,341 0 0
WORLDPAY INC. COM 981558109 113,533 1,121,096 SH   SOLE   1,121,096 0 0