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 70,538 871,376 SH   SOLE   871,376 0 0
ALPHABET INC CAP STK CL A 02079K305 31,172 21,269 SH   SOLE   21,269 0 0
AMAZON COM INC COM 023135106 40,962 13,009 SH   SOLE   13,009 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 46,927 1,160,994 SH   SOLE   1,160,994 0 0
AUTOZONE INC COM 053332102 87,105 73,966 SH   SOLE   73,966 0 0
BLACK KNIGHT INC COM 09215C105 109,929 1,262,821 SH   SOLE   1,262,821 0 0
BLACKROCK INC COM 09247X101 101,263 179,688 SH   SOLE   179,688 0 0
BOOKING HOLDINGS INC COM 09857L108 39,761 23,243 SH   SOLE   23,243 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 19,065 1,059,193 SH   SOLE   1,059,193 0 0
CINTAS CORP COM 172908105 45,923 137,977 SH   SOLE   137,977 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 104,571 1,506,351 SH   SOLE   1,506,351 0 0
COMCAST CORP NEW CL A 20030N101 53,501 1,156,529 SH   SOLE   1,156,529 0 0
COSTAR GROUP INC COM 22160N109 63,971 75,392 SH   SOLE   75,392 0 0
CROCS INC COM 227046109 63,808 1,493,277 SH   SOLE   1,493,277 0 0
DECKERS OUTDOOR CORP COM 243537107 44,486 202,198 SH   SOLE   202,198 0 0
DISCOVER FINL SVCS COM 254709108 18,096 313,184 SH   SOLE   313,184 0 0
EBAY INC. COM 278642103 39,352 755,317 SH   SOLE   755,317 0 0
ENVESTNET INC COM 29404K106 52,524 680,709 SH   SOLE   680,709 0 0
EQUIFAX INC COM 294429105 60,614 386,323 SH   SOLE   386,323 0 0
EVERCORE INC CLASS A 29977A105 31,187 476,433 SH   SOLE   476,433 0 0
FACEBOOK INC CL A 30303M102 43,535 166,228 SH   SOLE   166,228 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 61,615 418,550 SH   SOLE   418,550 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 56,028 513,732 SH   SOLE   513,732 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 59,670 296,910 SH   SOLE   296,910 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 123,827 1,237,655 SH   SOLE   1,237,655 0 0
INTUIT COM 461202103 41,328 126,691 SH   SOLE   126,691 0 0
KELLOGG CO COM 487836108 20,394 315,750 SH   SOLE   315,750 0 0
KKR & CO INC COM 48251W104 27,082 788,653 SH   SOLE   788,653 0 0
LPL FINL HLDGS INC COM 50212V100 67,890 885,484 SH   SOLE   885,484 0 0
LULULEMON ATHLETICA INC COM 550021109 67,367 204,532 SH   SOLE   204,532 0 0
MANPOWERGROUP INC COM 56418H100 18,652 254,351 SH   SOLE   254,351 0 0
MATCH GROUP INC NEW COM 57667L107 40,947 370,055 SH   SOLE   370,055 0 0
MICROSOFT CORP COM 594918104 93,992 446,880 SH   SOLE   446,880 0 0
MORGAN STANLEY COM NEW 617446448 65,402 1,352,683 SH   SOLE   1,352,683 0 0
MSCI INC COM 55354G100 87,971 246,568 SH   SOLE   246,568 0 0
NICE LTD SPONSORED ADR 653656108 67,289 296,388 SH   SOLE   296,388 0 0
OWENS CORNING NEW COM 690742101 42,610 619,243 SH   SOLE   619,243 0 0
PLANET FITNESS INC CL A 72703H101 33,570 544,785 SH   SOLE   544,785 0 0
ROSS STORES INC COM 778296103 43,116 462,028 SH   SOLE   462,028 0 0
STANLEY BLACK & DECKER INC COM 854502101 72,720 448,337 SH   SOLE   448,337 0 0
STARBUCKS CORP COM 855244109 108,492 1,262,706 SH   SOLE   1,262,706 0 0
TARGET CORP COM 87612E106 64,133 407,403 SH   SOLE   407,403 0 0
VISA INC COM CL A 92826C839 76,475 382,433 SH   SOLE   382,433 0 0
WASTE CONNECTIONS INC COM 94106B101 70,525 679,436 SH   SOLE   679,436 0 0
WHIRLPOOL CORP COM 963320106 17,551 95,441 SH   SOLE   95,441 0 0
YUM CHINA HLDGS INC COM 98850P109 105,950 2,000,937 SH   SOLE   2,000,937 0 0
ZENDESK INC COM 98936J101 51,359 499,020 SH   SOLE   499,020 0 0