The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE INC | COM | 00724F101 | 95,454 | 421,914 | SH | SOLE | 421,914 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 130,468 | 1,934,009 | SH | SOLE | 1,934,009 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 167,492 | 97,242 | SH | SOLE | 97,242 | 0 | 0 | ||
| COMCAST CORP-CLASS A | COM | 20030N101 | 144,019 | 4,229,625 | SH | SOLE | 4,229,625 | 0 | 0 | ||
| CONSTELLATION BRANDS INC-A | COM | 21036P108 | 143,807 | 894,210 | SH | SOLE | 894,210 | 0 | 0 | ||
| GODADDY INC - CLASS A | COM | 380237107 | 94,866 | 1,445,680 | SH | SOLE | 1,445,680 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 92,839 | 540,327 | SH | SOLE | 540,327 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 117,457 | 796,694 | SH | SOLE | 796,694 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 128,483 | 1,527,921 | SH | SOLE | 1,527,921 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | COM | N70544106 | 17,285 | 2,404,040 | SH | SOLE | 2,404,040 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 190,628 | 1,121,739 | SH | SOLE | 1,121,739 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 184,906 | 3,255,393 | SH | SOLE | 3,255,393 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 152,851 | 1,158,486 | SH | SOLE | 1,158,486 | 0 | 0 | ||
| WORLDPAY INC. | COM | 981558109 | 184,417 | 2,412,888 | SH | SOLE | 2,412,888 | 0 | 0 | ||