The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ADOBE SYS INC | COM | 00724F101 | 24,903 | 166,933 | SH | SOLE | 166,933 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 8,149 | 47,183 | SH | SOLE | 47,183 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 76,903 | 78,979 | SH | SOLE | 78,979 | 0 | 0 | ||
BLACKROCK INC | COM | 09247X101 | 78,776 | 176,197 | SH | SOLE | 176,197 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 31,938 | 334,565 | SH | SOLE | 334,565 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 13,028 | 171,854 | SH | SOLE | 171,854 | 0 | 0 | ||
CBOE HLDGS INC | COM | 12503M108 | 31,816 | 295,609 | SH | SOLE | 295,609 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 41,718 | 661,252 | SH | SOLE | 661,252 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 59,015 | 409,029 | SH | SOLE | 409,029 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 43,662 | 601,900 | SH | SOLE | 601,900 | 0 | 0 | ||
CONDUENT INC | COM | 206787103 | 15,540 | 991,720 | SH | SOLE | 991,720 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 34,820 | 872,034 | SH | SOLE | 872,034 | 0 | 0 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 64,501 | 1,479,038 | SH | SOLE | 1,479,038 | 0 | 0 | ||
EATON VANCE CORP | COM NON VTG | 278265103 | 19,771 | 400,467 | SH | SOLE | 400,467 | 0 | 0 | ||
EPAM SYS INC | COM | 29414B104 | 24,888 | 283,049 | SH | SOLE | 283,049 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 65,420 | 700,500 | SH | SOLE | 700,500 | 0 | 0 | ||
GENPACT LIMITED | SHS | G3922B107 | 13,656 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 29,223 | 307,512 | SH | SOLE | 307,512 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 4,692 | 107,846 | SH | SOLE | 107,846 | 0 | 0 | ||
LEGG MASON INC | COM | 524901105 | 27,987 | 711,950 | SH | SOLE | 711,950 | 0 | 0 | ||
LEIDOS HLDGS INC | COM | 525327102 | 30,182 | 509,652 | SH | SOLE | 509,652 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 35,600 | 934,625 | SH | SOLE | 934,625 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 30,321 | 696,238 | SH | SOLE | 696,238 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 42,608 | 826,219 | SH | SOLE | 826,219 | 0 | 0 | ||
MANPOWERGROUP INC | COM | 56418H100 | 9,599 | 81,471 | SH | SOLE | 81,471 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 29,145 | 186,019 | SH | SOLE | 186,019 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 20,075 | 269,500 | SH | SOLE | 269,500 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 42,033 | 872,600 | SH | SOLE | 872,600 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 48,178 | 265,662 | SH | SOLE | 265,662 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 36,316 | 1,346,051 | SH | SOLE | 1,346,051 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 10,048 | 157,290 | SH | SOLE | 157,290 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 31,541 | 201,782 | SH | SOLE | 201,782 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 25,264 | 342,650 | SH | SOLE | 342,650 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 13,598 | 515,455 | SH | SOLE | 515,455 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 15,680 | 69,360 | SH | SOLE | 69,360 | 0 | 0 | ||
VERISK ANALYTICS INC | COM | 92345Y106 | 16,472 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 38,409 | 776,100 | SH | SOLE | 776,100 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 34,316 | 305,788 | SH | SOLE | 305,788 | 0 | 0 |