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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,691,486 | 817,684 | SH | SOLE | 817,684 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 229,269 | 7,047,923 | SH | SOLE | 7,047,923 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 922,166 | 298,042 | SH | SOLE | 298,042 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 115,088 | 742,123 | SH | SOLE | 742,123 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM | 09260D107 | 104,921 | 1,407,774 | SH | SOLE | 1,407,774 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 115,010 | 3,709,996 | SH | SOLE | 3,709,996 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 1,280,099 | 3,374,987 | SH | SOLE | 3,374,987 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,057,521 | 1,713,917 | SH | SOLE | 1,713,917 | 0 | 0 | ||
| CME GROUP INC | COM | 12572Q105 | 91,863 | 449,800 | SH | SOLE | 449,800 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 511,374 | 9,450,636 | SH | SOLE | 9,450,636 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 908,298 | 9,420,226 | SH | SOLE | 9,420,226 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 914,695 | 10,263,634 | SH | SOLE | 10,263,634 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 885,253 | 3,005,646 | SH | SOLE | 3,005,646 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 613,854 | 3,045,215 | SH | SOLE | 3,045,215 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 135,069 | 1,601,669 | SH | SOLE | 1,601,669 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 356,223 | 7,292,173 | SH | SOLE | 7,292,173 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 978,952 | 15,825,290 | SH | SOLE | 15,825,290 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 909,624 | 3,247,032 | SH | SOLE | 3,247,032 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 60,539 | 180,271 | SH | SOLE | 180,271 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 290,239 | 815,164 | SH | SOLE | 815,164 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 267,790 | 1,949,267 | SH | SOLE | 1,949,267 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 156,937 | 106,605 | SH | SOLE | 106,605 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,409,278 | 5,977,341 | SH | SOLE | 5,977,341 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 804,831 | 1,542,826 | SH | SOLE | 1,542,826 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 110,853 | 23,531 | SH | SOLE | 23,531 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 362,825 | 1,494,090 | SH | SOLE | 1,494,090 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 173,729 | 778,249 | SH | SOLE | 778,249 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 117,132 | 105,858 | SH | SOLE | 105,858 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 224,794 | 3,671,898 | SH | SOLE | 3,671,898 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 904,781 | 7,221,497 | SH | SOLE | 7,221,497 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 695,614 | 1,869,579 | SH | SOLE | 1,869,579 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 921,433 | 4,351,925 | SH | SOLE | 4,351,925 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 167,315 | 991,494 | SH | SOLE | 991,494 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 166,032 | 4,249,601 | SH | SOLE | 4,249,601 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 325,435 | 5,080,157 | SH | SOLE | 5,080,157 | 0 | 0 | ||