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. CL C | COM | 02079K107 | 15,441 | 18,613 | SH | SOLE | 0 | 0 | 18,613 | ||
| AMAZON.COM | COM | 023135106 | 13,896 | 15,674 | SH | SOLE | 0 | 0 | 15,674 | ||
| AON | COM | G0408V102 | 9,919 | 83,569 | SH | SOLE | 0 | 0 | 83,569 | ||
| BAIDU ADR REP ONE CL A | COM | 056752108 | 6,002 | 34,793 | SH | SOLE | 0 | 0 | 34,793 | ||
| BERKSHIRE HATHAWAY INC CL A | COM | 084670108 | 250 | 1 | SH | SOLE | 0 | 0 | 1 | ||
| BLACKBAUD INC | COM | 09227Q100 | 6,786 | 88,503 | SH | SOLE | 0 | 0 | 88,503 | ||
| BURLINGTON STORES INC | COM | 122017106 | 7,107 | 73,048 | SH | SOLE | 0 | 0 | 73,048 | ||
| CHARTER COMMUNICATIONS, INC | COM | 16119P108 | 8,304 | 25,370 | SH | SOLE | 0 | 0 | 25,370 | ||
| COSTAR GROUP | COM | 22160N109 | 4,860 | 23,451 | SH | SOLE | 0 | 0 | 23,451 | ||
| DOLLARAMA | COM | 25675T107 | 4,598 | 55,638 | SH | SOLE | 0 | 0 | 55,638 | ||
| COM | 30303M102 | 7,924 | 55,786 | SH | SOLE | 0 | 0 | 55,786 | |||
| FIRST DATA CORP | COM | 32008D106 | 5,368 | 346,300 | SH | SOLE | 0 | 0 | 346,300 | ||
| FLEETCOR TECHNOLOGIES | COM | 339041105 | 9,753 | 64,405 | SH | SOLE | 0 | 0 | 64,405 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 529 | 4,246 | SH | SOLE | 0 | 0 | 4,246 | ||
| MASTERCARD | COM | 57636Q104 | 18,834 | 167,458 | SH | SOLE | 0 | 0 | 167,458 | ||
| MICROSOFT CORP | COM | 594918104 | 11,773 | 178,753 | SH | SOLE | 0 | 0 | 178,753 | ||
| SENSATA TECHNOLOGIES | COM | N7902X106 | 7,546 | 172,801 | SH | SOLE | 0 | 0 | 172,801 | ||
| STARBUCKS | COM | 855244109 | 8,372 | 143,382 | SH | SOLE | 0 | 0 | 143,382 | ||
| THE PRICELINE GROUP | COM | 741503403 | 12,406 | 6,970 | SH | SOLE | 0 | 0 | 6,970 | ||
| TYLER TECHNOLOGIES | COM | 902252105 | 5,333 | 34,504 | SH | SOLE | 0 | 0 | 34,504 | ||
| VISA | COM | 92826C839 | 20,589 | 231,674 | SH | SOLE | 0 | 0 | 231,674 | ||
| WAYFAIR INC. | COM | 94419L101 | 4,311 | 106,475 | SH | SOLE | 0 | 0 | 106,475 | ||