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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 214,867 | 2,830,922 | SH | SOLE | 2,830,922 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 499,058 | 1,146,443 | SH | SOLE | 1,146,443 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 928,858 | 4,306,251 | SH | SOLE | 4,306,251 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 559,182 | 395,570 | SH | SOLE | 395,570 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,185,324 | 429,649 | SH | SOLE | 429,649 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 216,947 | 3,828,926 | SH | SOLE | 3,828,926 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 75,269 | 3,124,490 | SH | SOLE | 3,124,490 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 798,922 | 3,128,855 | SH | SOLE | 3,128,855 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,130,683 | 2,216,851 | SH | SOLE | 2,216,851 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 106,440 | 2,082,969 | SH | SOLE | 2,082,969 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 517,667 | 9,335,737 | SH | SOLE | 9,335,737 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 598,503 | 2,635,766 | SH | SOLE | 2,635,766 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 371,119 | 3,801,668 | SH | SOLE | 3,801,668 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 428,283 | 2,524,955 | SH | SOLE | 2,524,955 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 239,615 | 7,759,541 | SH | SOLE | 7,759,541 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 129,421 | 8,645,380 | SH | SOLE | 8,645,380 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 596,159 | 2,810,613 | SH | SOLE | 2,810,613 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 162,372 | 549,112 | SH | SOLE | 549,112 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 275,886 | 2,577,169 | SH | SOLE | 2,577,169 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 832,842 | 4,092,387 | SH | SOLE | 4,092,387 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 633,029 | 1,391,151 | SH | SOLE | 1,391,151 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 649,635 | 3,728,605 | SH | SOLE | 3,728,605 | 0 | 0 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 79,163 | 988,184 | SH | SOLE | 988,184 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 437,472 | 4,200,400 | SH | SOLE | 4,200,400 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 95,390 | 723,800 | SH | SOLE | 723,800 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 590,025 | 3,489,828 | SH | SOLE | 3,489,828 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 836,733 | 2,836,863 | SH | SOLE | 2,836,863 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 272,597 | 5,449,768 | SH | SOLE | 5,449,768 | 0 | 0 | ||