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
AMAZON COM INC COM 023135106 37,948 21,310 SH   SOLE   21,310 0 0
AMERICAN EXPRESS CO COM 025816109 82,267 752,669 SH   SOLE   752,669 0 0
AUTOZONE INC COM 053332102 38,451 37,545 SH   SOLE   37,545 0 0
BLACKROCK INC COM 09247X101 72,084 168,670 SH   SOLE   168,670 0 0
BURLINGTON STORES INC COM 122017106 38,146 243,462 SH   SOLE   243,462 0 0
CARMAX INC COM 143130102 25,643 367,384 SH   SOLE   367,384 0 0
COMCAST CORP NEW CL A 20030N101 56,074 1,402,562 SH   SOLE   1,402,562 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 77,411 1,667,258 SH   SOLE   1,667,258 0 0
EVERCORE INC CLASS A 29977A105 24,906 273,693 SH   SOLE   273,693 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 69,823 617,358 SH   SOLE   617,358 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 61,606 249,831 SH   SOLE   249,831 0 0
FRANKLIN RES INC COM 354613101 28,820 869,637 SH   SOLE   869,637 0 0
GENPACT LIMITED SHS G3922B107 32,730 930,356 SH   SOLE   930,356 0 0
GLOBAL PMTS INC COM 37940X102 37,563 275,150 SH   SOLE   275,150 0 0
HOME DEPOT INC COM 437076102 58,033 302,427 SH   SOLE   302,427 0 0
INTERPUBLIC GROUP COS INC COM 460690100 32,247 1,534,831 SH   SOLE   1,534,831 0 0
JONES LANG LASALLE INC COM 48020Q107 33,430 216,824 SH   SOLE   216,824 0 0
L BRANDS INC COM 501797104 18,731 679,164 SH   SOLE   679,164 0 0
LPL FINL HLDGS INC COM 50212V100 42,086 604,253 SH   SOLE   604,253 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 53,369 182,066 SH   SOLE   182,066 0 0
MASTERCARD INC CL A 57636Q104 33,708 143,165 SH   SOLE   143,165 0 0
MCDONALDS CORP COM 580135101 65,799 346,494 SH   SOLE   346,494 0 0
MICROSOFT CORP COM 594918104 51,908 440,118 SH   SOLE   440,118 0 0
MORGAN STANLEY COM NEW 617446448 59,882 1,418,996 SH   SOLE   1,418,996 0 0
NETFLIX INC COM 64110L106 22,180 62,206 SH   SOLE   62,206 0 0
NIKE INC CL B 654106103 53,914 640,238 SH   SOLE   640,238 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 18,846 220,864 SH   SOLE   220,864 0 0
PRICE T ROWE GROUP INC COM 74144T108 18,529 185,072 SH   SOLE   185,072 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 27,331 339,890 SH   SOLE   339,890 0 0
SALESFORCE COM INC COM 79466L302 55,855 352,688 SH   SOLE   352,688 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 23,334 366,376 SH   SOLE   366,376 0 0
STANLEY BLACK & DECKER INC COM 854502101 18,135 133,181 SH   SOLE   133,181 0 0
STARBUCKS CORP COM 855244109 22,871 307,653 SH   SOLE   307,653 0 0
STIFEL FINL CORP COM 860630102 13,417 254,295 SH   SOLE   254,295 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,957 116,108 SH   SOLE   116,108 0 0
TARGET CORP COM 87612E106 42,594 530,706 SH   SOLE   530,706 0 0
TRANSUNION COM 89400J107 76,933 1,151,003 SH   SOLE   1,151,003 0 0
VOYA FINL INC COM 929089100 17,521 350,699 SH   SOLE   350,699 0 0
VULCAN MATLS CO COM 929160109 31,492 265,983 SH   SOLE   265,983 0 0
WALMART INC COM 931142103 51,259 525,567 SH   SOLE   525,567 0 0
WORLDPAY INC CL A 981558109 56,432 497,196 SH   SOLE   497,196 0 0
ZYNGA INC CL A 98986T108 45,184 8,477,365 SH   SOLE   8,477,365 0 0