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
HILTON INC COM 43300A203 6,519 58,500 SH   SOLE   58,500 0 0
MICROSOFT CORPORATION COM 594918104 18,215 70,922 SH   SOLE   70,922 0 0
THERMO FISHER SCIENTIFIC INC. COM 883556102 12,663 23,309 SH   SOLE   23,309 0 0
PROLOGIS INC COM 74340W103 12,034 102,288 SH   SOLE   102,288 0 0
MASTERCARD INCORPORATED COM 57636Q104 9,091 28,817 SH   SOLE   28,817 0 0
PALO ALTO NETWORK INC COM 697435105 7,809 15,809 SH   SOLE   15,809 0 0
AMAZON.COM INC COM 023135106 9,208 86,700 SH   SOLE   86,700 0 0
UNION PACIFIC CP COM 907818108 13,388 62,774 SH   SOLE   62,774 0 0
T-MOBILE US INC COM STK COM 872590104 10,010 74,400 SH   SOLE   74,400 0 0
ZOETIS INC COM 98978V103 11,706 68,100 SH   SOLE   68,100 0 0
VISA INC-CLASS A SHARES COM 92826C839 14,498 73,637 SH   SOLE   73,637 0 0
CDN PAC RLWAY COM 13645T100 7,741 110,835 SH   SOLE   110,835 0 0
SBA COMMS CORP COM 78410G104 10,754 33,600 SH   SOLE   33,600 0 0
SCHLUMBERGER LTD COM 806857108 5,189 145,100 SH   SOLE   145,100 0 0
SERVICENOW COM 81762P102 14,260 29,988 SH   SOLE   29,988 0 0
BLACKSTONE INC COM 09260D107 7,582 83,114 SH   SOLE   83,114 0 0
INTUIT INC COM 461202103 12,918 33,516 SH   SOLE   33,516 0 0
ESTEE LAUDER COM 518439104 13,673 53,689 SH   SOLE   53,689 0 0
TAKE TWO COM 874054109 8,675 70,800 SH   SOLE   70,800 0 0
FIDELITY NATIONAL INFORMATION SERVICES COM 31620M106 6,545 71,400 SH   SOLE   71,400 0 0