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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 64,877 460,450 SH   SOLE   460,450 0 0
ALPHABET INC CAP STK CL A 02079K305 52,708 56,695 SH   SOLE   56,695 0 0
BLACKROCK INC COM 09247X101 91,733 217,165 SH   SOLE   217,165 0 0
CARMAX INC COM 143130102 13,638 216,272 SH   SOLE   216,272 0 0
CARTER INC COM 146229109 15,006 168,700 SH   SOLE   168,700 0 0
CBOE HLDGS INC COM 12503M108 35,341 386,662 SH   SOLE   386,662 0 0
CDK GLOBAL INC COM 12508E101 45,226 728,753 SH   SOLE   728,753 0 0
CINTAS CORP COM 172908105 71,424 566,680 SH   SOLE   566,680 0 0
CONDUENT INC COM 206787103 16,386 1,028,000 SH   SOLE   1,028,000 0 0
D R HORTON INC COM 23331A109 29,747 860,500 SH   SOLE   860,500 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 56,095 1,475,008 SH   SOLE   1,475,008 0 0
EATON VANCE CORP COM NON VTG 278265103 33,813 714,552 SH   SOLE   714,552 0 0
EPAM SYS INC COM 29414B104 21,990 261,504 SH   SOLE   261,504 0 0
FACTSET RESH SYS INC COM 303075105 20,424 122,900 SH   SOLE   122,900 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 41,983 491,600 SH   SOLE   491,600 0 0
GLOBAL PMTS INC COM 37940X102 40,248 445,612 SH   SOLE   445,612 0 0
GODADDY INC CL A 380237107 5,729 135,050 SH   SOLE   135,050 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 14,980 409,070 SH   SOLE   409,070 0 0
LULULEMON ATHLETICA INC COM 550021109 15,258 255,700 SH   SOLE   255,700 0 0
MANPOWERGROUP INC COM 56418H100 8,150 73,000 SH   SOLE   73,000 0 0
MCDONALDS CORP COM 580135101 11,885 77,600 SH   SOLE   77,600 0 0
MICROSOFT CORP COM 594918104 60,423 876,587 SH   SOLE   876,587 0 0
MORGAN STANLEY COM NEW 617446448 30,853 692,400 SH   SOLE   692,400 0 0
NETFLIX INC COM 64110L106 6,858 45,900 SH   SOLE   45,900 0 0
NORTHERN TR CORP COM 665859104 29,944 308,036 SH   SOLE   308,036 0 0
PLANET FITNESS INC CL A 72703H101 37,227 1,595,000 SH   SOLE   1,595,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 25,899 414,120 SH   SOLE   414,120 0 0
S&P GLOBAL INC COM 78409V104 6,774 46,400 SH   SOLE   46,400 0 0
SIGNET JEWELERS LIMITED SHS G81276100 4,961 78,450 SH   SOLE   78,450 0 0
TIFFANY & CO NEW COM 886547108 14,540 154,900 SH   SOLE   154,900 0 0
TRANSUNION COM 89400J107 79,312 1,831,267 SH   SOLE   1,831,267 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 36,237 1,278,641 SH   SOLE   1,278,641 0 0
ULTA BEAUTY INC COM 90384S303 17,183 59,800 SH   SOLE   59,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,200 206,000 SH   SOLE   206,000 0 0
VISA INC COM CL A 92826C839 35,589 379,496 SH   SOLE   379,496 0 0
WEX INC COM 96208T104 31,698 304,000 SH   SOLE   304,000 0 0
WISDOMTREE INVTS INC COM 97717P104 2,757 271,066 SH   SOLE   271,066 0 0