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
AMAZON COM INC COM 023135106 146,455 42,572 SH   SOLE   42,572 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 66,006 42,575 SH   SOLE   42,575 0 0
FACEBOOK INC CL A 30303M102 96,194 276,649 SH   SOLE   276,649 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 88,156 622,265 SH   SOLE   622,265 0 0
FISERV INC COM 337738108 64,807 606,292 SH   SOLE   606,292 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 61,922 585,829 SH   SOLE   585,829 0 0
HUNT J B TRANS SVCS INC COM 445658107 76,305 468,273 SH   SOLE   468,273 0 0
LCI INDS COM 50189K103 12,459 94,805 SH   SOLE   94,805 0 0
MASTERCARD INCORPORATED CL A 57636Q104 73,717 201,915 SH   SOLE   201,915 0 0
MERCADOLIBRE INC COM 58733R102 32,351 20,767 SH   SOLE   20,767 0 0
SCHWAB CHARLES CORP COM 808513105 114,294 1,569,760 SH   SOLE   1,569,760 0 0
STONECO LTD COM CL A G85158106 41,051 612,153 SH   SOLE   612,153 0 0
VULCAN MATLS CO COM 929160109 63,024 362,064 SH   SOLE   362,064 0 0
WABTEC COM 929740108 107,302 1,303,793 SH   SOLE   1,303,793 0 0