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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 40,414 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 135,395 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 55,967 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 87,737 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 86,118 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 82,440 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 56,100 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 55,607 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 54,107 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 58,874 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 37,023 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 50,169 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 57,605 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| WABTEC | COM | 929740108 | 81,991 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||