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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 156,192 | 948,000 | SH | SOLE | 948,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 156,849 | 129,941 | SH | SOLE | 129,941 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 157,418 | 4,445,584 | SH | SOLE | 4,445,584 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 116,722 | 4,770,000 | SH | SOLE | 4,770,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 23,717 | 186,165 | SH | SOLE | 186,165 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 124,401 | 1,540,000 | SH | SOLE | 1,540,000 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 110,510 | 2,048,000 | SH | SOLE | 2,048,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 87,582 | 3,138,000 | SH | SOLE | 3,138,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 165,608 | 1,448,000 | SH | SOLE | 1,448,000 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 79,784 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 135,195 | 749,000 | SH | SOLE | 749,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 64,969 | 2,348,000 | SH | SOLE | 2,348,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 69,067 | 650,412 | SH | SOLE | 650,412 | 0 | 0 | ||
| RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 107,699 | 1,170,000 | SH | SOLE | 1,170,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 99,095 | 548,000 | SH | SOLE | 548,000 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 118,491 | 2,085,000 | SH | SOLE | 2,085,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 197,416 | 2,813,000 | SH | SOLE | 2,813,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 109,109 | 846,000 | SH | SOLE | 846,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 80,302 | 632,000 | SH | SOLE | 632,000 | 0 | 0 | ||