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 |
| ADOBE SYS INC | COM | 00724F101 | 46,240 | 309,962 | SH | SOLE | 309,962 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 160,054 | 2,493,054 | SH | SOLE | 2,493,054 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 64,855 | 375,511 | SH | SOLE | 375,511 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 84,428 | 88,027 | SH | SOLE | 88,027 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 83,537 | 700,230 | SH | SOLE | 700,230 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 111,073 | 989,429 | SH | SOLE | 989,429 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 81,265 | 3,206,966 | SH | SOLE | 3,206,966 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 549 | 2 | SH | SOLE | 2 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 50,466 | 1,937,268 | SH | SOLE | 1,937,268 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 82,811 | 341,434 | SH | SOLE | 341,434 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 113,576 | 569,445 | SH | SOLE | 569,445 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 89,718 | 525,066 | SH | SOLE | 525,066 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 89,335 | 1,286,327 | SH | SOLE | 1,286,327 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 84,374 | 2,588,952 | SH | SOLE | 2,588,952 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 113,937 | 1,529,567 | SH | SOLE | 1,529,567 | 0 | 0 | ||
| QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 70,850 | 745,241 | SH | SOLE | 745,241 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 75,668 | 643,822 | SH | SOLE | 643,822 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 66,054 | 349,124 | SH | SOLE | 349,124 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 33,235 | 130,000 | SH | Put | SOLE | 130,000 | 0 | 0 | |
| VANTIV INC | CL A | 92210H105 | 71,941 | 1,020,869 | SH | SOLE | 1,020,869 | 0 | 0 | ||