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 42,844 564,480 SH   SOLE   564,480 0 0
AMAZON COM INC COM 023135106 17,825 6,461 SH   SOLE   6,461 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 40,926 1,030,892 SH   SOLE   1,030,892 0 0
BALL CORP COM 058498106 43,635 627,939 SH   SOLE   627,939 0 0
BED BATH & BEYOND INC COM 075896100 22,727 2,144,102 SH   SOLE   2,144,102 0 0
BLACKROCK INC COM 09247X101 96,068 176,566 SH   SOLE   176,566 0 0
CDW CORP COM 12514G108 7,642 65,780 SH   SOLE   65,780 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 22,938 44,972 SH   SOLE   44,972 0 0
COSTCO WHSL CORP NEW COM 22160K105 94,928 313,078 SH   SOLE   313,078 0 0
CROCS INC COM 227046109 49,670 1,349,003 SH   SOLE   1,349,003 0 0
DECKERS OUTDOOR CORP COM 243537107 18,760 95,524 SH   SOLE   95,524 0 0
DISCOVER FINL SVCS COM 254709108 42,129 841,067 SH   SOLE   841,067 0 0
DUNKIN BRANDS GROUP INC COM 265504100 43,917 673,269 SH   SOLE   673,269 0 0
ECOLAB INC COM 278865100 32,472 163,219 SH   SOLE   163,219 0 0
ELECTRONIC ARTS INC COM 285512109 37,415 283,340 SH   SOLE   283,340 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 59,261 559,117 SH   SOLE   559,117 0 0
FISERV INC COM 337738108 112,596 1,153,412 SH   SOLE   1,153,412 0 0
FIVE BELOW INC COM 33829M101 84,480 790,193 SH   SOLE   790,193 0 0
FIVE9 INC COM 338307101 22,605 204,257 SH   SOLE   204,257 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 66,000 262,395 SH   SOLE   262,395 0 0
HENRY JACK & ASSOC INC COM 426281101 4,359 23,688 SH   SOLE   23,688 0 0
HOME DEPOT INC COM 437076102 8,270 33,012 SH   SOLE   33,012 0 0
IHS MARKIT LTD SHS G47567105 107,179 1,419,594 SH   SOLE   1,419,594 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 93,753 1,023,505 SH   SOLE   1,023,505 0 0
INTUIT COM 461202103 31,975 107,956 SH   SOLE   107,956 0 0
KKR & CO INC COM 48251W104 50,368 1,631,100 SH   SOLE   1,631,100 0 0
LPL FINL HLDGS INC COM 50212V100 50,031 638,152 SH   SOLE   638,152 0 0
LYFT INC CL A COM 55087P104 14,905 451,526 SH   SOLE   451,526 0 0
MATCH GROUP INC COM 57665R106 18,527 173,071 SH   SOLE   173,071 0 0
MICROSOFT CORP COM 594918104 27,154 133,429 SH   SOLE   133,429 0 0
MOODYS CORP COM 615369105 64,776 235,780 SH   SOLE   235,780 0 0
MORGAN STANLEY COM NEW 617446448 89,373 1,850,370 SH   SOLE   1,850,370 0 0
MSCI INC COM 55354G100 54,303 162,672 SH   SOLE   162,672 0 0
MURPHY USA INC COM 626755102 42,162 374,477 SH   SOLE   374,477 0 0
NETFLIX INC COM 64110L106 2,272 4,994 SH   SOLE   4,994 0 0
NICE LTD SPONSORED ADR 653656108 49,774 263,019 SH   SOLE   263,019 0 0
OMNICOM GROUP INC COM 681919106 42,043 770,015 SH   SOLE   770,015 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 62,868 149,092 SH   SOLE   149,092 0 0
OWENS CORNING NEW COM 690742101 15,046 269,841 SH   SOLE   269,841 0 0
PRICE T ROWE GROUP INC COM 74144T108 49,049 397,154 SH   SOLE   397,154 0 0
ROSS STORES INC COM 778296103 42,176 494,797 SH   SOLE   494,797 0 0
SNAP INC CL A 83304A106 19,552 832,363 SH   SOLE   832,363 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 72,948 1,291,579 SH   SOLE   1,291,579 0 0
STANLEY BLACK & DECKER INC COM 854502101 69,775 500,607 SH   SOLE   500,607 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 24,231 173,609 SH   SOLE   173,609 0 0
TARGET CORP COM 87612E106 52,660 439,089 SH   SOLE   439,089 0 0
TRANSUNION COM 89400J107 74,292 853,544 SH   SOLE   853,544 0 0
WASTE CONNECTIONS INC COM 94106B101 41,016 437,314 SH   SOLE   437,314 0 0
YUM BRANDS INC COM 988498101 90,912 1,046,042 SH   SOLE   1,046,042 0 0
YUM CHINA HLDGS INC COM 98850P109 14,215 295,712 SH   SOLE   295,712 0 0