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
ALPHABET INC CAP STK CL A 02079K305 33,540 22,885 SH   SOLE   22,885 0 0
FACEBOOK INC CL A 30303M102 33,726 128,773 SH   SOLE   128,773 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 32,630 221,655 SH   SOLE   221,655 0 0
FISERV INC COM 337738108 35,885 348,228 SH   SOLE   348,228 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 35,696 149,920 SH   SOLE   149,920 0 0
GLOBAL PMTS INC COM 37940X102 34,242 192,827 SH   SOLE   192,827 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,874 29,199 SH   SOLE   29,199 0 0
MICROSOFT CORP COM 594918104 33,831 160,846 SH   SOLE   160,846 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 19,621 244,646 SH   SOLE   244,646 0 0
MORNINGSTAR INC COM 617700109 7,467 46,489 SH   SOLE   46,489 0 0
PAYPAL HLDGS INC COM 70450Y103 17,398 88,300 SH   SOLE   88,300 0 0
SCHWAB CHARLES CORP COM 808513105 33,571 926,599 SH   SOLE   926,599 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 34,150 564,283 SH   SOLE   564,283 0 0
STARBUCKS CORP COM 855244109 35,575 414,052 SH   SOLE   414,052 0 0
TRANSUNION COM 89400J107 34,234 406,912 SH   SOLE   406,912 0 0
UBER TECHNOLOGIES INC COM 90353T100 36,183 991,866 SH   SOLE   991,866 0 0
VISA INC COM CL A 92826C839 24,457 122,303 SH   SOLE   122,303 0 0
YUM BRANDS INC COM 988498101 31,853 348,886 SH   SOLE   348,886 0 0