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 A | 02079K305 | 115,745 | 124,500 | SH | SOLE | 124,500 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 25,040 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 109,412 | 1,763,000 | SH | SOLE | 1,763,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 122,277 | 363,000 | SH | SOLE | 363,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 120,256 | 796,500 | SH | SOLE | 796,500 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 126,795 | 2,362,500 | SH | SOLE | 2,362,500 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 99,063 | 1,584,000 | SH | SOLE | 1,584,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 56,076 | 777,000 | SH | SOLE | 777,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 136,855 | 509,000 | SH | SOLE | 509,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 133,918 | 1,428,000 | SH | SOLE | 1,428,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 56,540 | 722,000 | SH | SOLE | 722,000 | 0 | 0 | ||