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
ACTIVISION BLIZZARD INC COM 00507V109 623,701 7,497,311 SH   SOLE _ 7,497,311 0 0
ADOBE SYS INC COM 00724F101 806,753 2,988,528 SH   SOLE _ 2,988,528 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 384,833 2,335,720 SH   SOLE _ 2,335,720 0 0
ALPHABET INC CAP STK CL C 02079K107 625,375 523,997 SH   SOLE _ 523,997 0 0
BANK AMER CORP COM 060505104 350,977 11,913,680 SH   SOLE _ 11,913,680 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 43,724 1,304,798 SH   SOLE _ 1,304,798 0 0
CANADIAN PAC RY LTD COM 13645T100 593,403 2,799,861 SH   SOLE _ 2,799,861 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 890,249 2,731,830 SH   SOLE _ 2,731,830 0 0
CINTAS CORP COM 172908105 128,177 647,981 SH   SOLE _ 647,981 0 0
CSX CORP COM 126408103 786,319 10,618,756 SH   SOLE _ 10,618,756 0 0
GODADDY INC CL A 380237107 269,916 3,236,792 SH   SOLE _ 3,236,792 0 0
KKR & CO INC CL A 48251W104 266,281 9,764,618 SH   SOLE _ 9,764,618 0 0
MASTERCARD INCORPORATED CL A 57636Q104 220,445 990,275 SH   SOLE _ 990,275 0 0
MICROSOFT CORP COM 594918104 886,977 7,755,330 SH   SOLE _ 7,755,330 0 0
NUTRIEN LTD COM 67077M108 255,224 4,423,300 SH   SOLE _ 4,423,300 0 0
PRAXAIR INC COM 74005P104 561,546 3,493,722 SH   SOLE _ 3,493,722 0 0
S&P GLOBAL INC COM 78409V104 618,461 3,165,265 SH   SOLE _ 3,165,265 0 0
SALESFORCE COM INC COM 79466L302 150,436 945,959 SH   SOLE _ 945,959 0 0
SCHWAB CHARLES CORP NEW COM 808513105 319,158 6,493,542 SH   SOLE _ 6,493,542 0 0
SYNOPSYS INC COM 871607107 100,799 1,022,200 SH   SOLE _ 1,022,200 0 0
TENARIS S A SPONSORED ADR 88031M109 308,944 9,216,695 SH   SOLE _ 9,216,695 0 0
TRANSUNION COM 89400J107 250,696 3,407,123 SH   SOLE _ 3,407,123 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,672,397 36,097,499 SH   SOLE _ 36,097,499 0 0
UNION PAC CORP COM 907818108 1,296,613 7,962,988 SH   SOLE _ 7,962,988 0 0
UNITEDHEALTH GROUP INC COM 91324P102 404,597 1,520,811 SH   SOLE _ 1,520,811 0 0
WORLDPAY INC CL A 981558109 283,677 2,801,192 SH   SOLE _ 2,801,192 0 0
WYNN RESORTS LTD COM 983134107 377,246 2,969,041 SH   SOLE _ 2,969,041 0 0