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 | 16,645 | 18,317 | SH | SOLE | 0 | 0 | 18,317 | ||
| AMAZON.COM | COM | 023135106 | 14,868 | 15,359 | SH | SOLE | 0 | 0 | 15,359 | ||
| AON | COM | G0408V102 | 10,877 | 81,813 | SH | SOLE | 0 | 0 | 81,813 | ||
| BAIDU ADR REP ONE CL A | COM | 056752108 | 4,181 | 23,377 | SH | SOLE | 0 | 0 | 23,377 | ||
| BERKSHIRE HATHAWAY INC CL A | COM | 084670108 | 255 | 1 | SH | SOLE | 0 | 0 | 1 | ||
| BLACKBAUD INC | COM | 09227Q100 | 7,436 | 86,717 | SH | SOLE | 0 | 0 | 86,717 | ||
| BURLINGTON STORES INC | COM | 122017106 | 6,586 | 71,596 | SH | SOLE | 0 | 0 | 71,596 | ||
| CHARTER COMMUNICATIONS, INC | COM | 16119P108 | 4,895 | 14,533 | SH | SOLE | 0 | 0 | 14,533 | ||
| COSTAR GROUP | COM | 22160N109 | 6,069 | 23,025 | SH | SOLE | 0 | 0 | 23,025 | ||
| DOLLARAMA | COM | 25675T107 | 5,196 | 54,455 | SH | SOLE | 0 | 0 | 54,455 | ||
| COM | 30303M102 | 8,370 | 55,438 | SH | SOLE | 0 | 0 | 55,438 | |||
| FIRST DATA CORP | COM | 32008D106 | 6,178 | 339,468 | SH | SOLE | 0 | 0 | 339,468 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 562 | 4,246 | SH | SOLE | 0 | 0 | 4,246 | ||
| MASTERCARD | COM | 57636Q104 | 20,001 | 164,688 | SH | SOLE | 0 | 0 | 164,688 | ||
| MICROSOFT CORP | COM | 594918104 | 12,039 | 174,659 | SH | SOLE | 0 | 0 | 174,659 | ||
| PHILIP MORRIS INTERNATIONAL | COM | 718172109 | 206 | 1,755 | SH | SOLE | 0 | 0 | 1,755 | ||
| SENSATA TECHNOLOGIES | COM | N7902X106 | 4,891 | 114,483 | SH | SOLE | 0 | 0 | 114,483 | ||
| SHOPIFY | COM | 82509L107 | 5,619 | 64,657 | SH | SOLE | 0 | 0 | 64,657 | ||
| STARBUCKS | COM | 855244109 | 8,190 | 140,450 | SH | SOLE | 0 | 0 | 140,450 | ||
| THE PRICELINE GROUP | COM | 741503403 | 12,781 | 6,833 | SH | SOLE | 0 | 0 | 6,833 | ||
| TYLER TECHNOLOGIES | COM | 902252105 | 5,943 | 33,828 | SH | SOLE | 0 | 0 | 33,828 | ||
| VISA | COM | 92826C839 | 21,419 | 228,395 | SH | SOLE | 0 | 0 | 228,395 | ||
| WAYFAIR INC. | COM | 94419L101 | 7,987 | 103,886 | SH | SOLE | 0 | 0 | 103,886 | ||