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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 438,120 | 11,055,260 | SH | SOLE | 11,055,260 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 118,587 | 1,495,236 | SH | SOLE | 1,495,236 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 612,081 | 884,383 | SH | SOLE | 884,383 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 44,506 | 1,608,462 | SH | SOLE | 1,608,462 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 907,876 | 3,970,765 | SH | SOLE | 3,970,765 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 774,362 | 11,878,532 | SH | SOLE | 11,878,532 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 305,544 | 1,847,301 | SH | SOLE | 1,847,301 | 0 | 0 | ||
| DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 263,383 | 3,406,403 | SH | SOLE | 3,406,403 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 82,504 | 212,788 | SH | SOLE | 212,788 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 638,334 | 5,585,698 | SH | SOLE | 5,585,698 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 56,356 | 393,743 | SH | SOLE | 393,743 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 116,599 | 1,397,732 | SH | SOLE | 1,397,732 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 135,585 | 2,043,484 | SH | SOLE | 2,043,484 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 174,484 | 1,366,466 | SH | SOLE | 1,366,466 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 274,694 | 4,420,571 | SH | SOLE | 4,420,571 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 102,394 | 1,706,564 | SH | SOLE | 1,706,564 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 282,807 | 1,472,952 | SH | SOLE | 1,472,952 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 235,749 | 2,677,141 | SH | SOLE | 2,677,141 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 227,835 | 4,452,512 | SH | SOLE | 4,452,512 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 266,898 | 1,406,504 | SH | SOLE | 1,406,504 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 239,582 | 2,556,627 | SH | SOLE | 2,556,627 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 130,482 | 587,015 | SH | SOLE | 587,015 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 223,350 | 4,751,116 | SH | SOLE | 4,751,116 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 462,189 | 370,222 | SH | SOLE | 370,222 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 611,391 | 5,700,088 | SH | SOLE | 5,700,088 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 247,258 | 9,769,177 | SH | SOLE | 9,769,177 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 598,017 | 15,251,635 | SH | SOLE | 15,251,635 | 0 | 0 | ||
| STRYKER CORP | COM | 863667101 | 97,738 | 815,641 | SH | SOLE | 815,641 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 239,206 | 3,225,107 | SH | SOLE | 3,225,107 | 0 | 0 | ||