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 10,181 134,135 SH   SOLE   134,135 0 0
AUTODESK INC COM 052769106 28,888 120,773 SH   SOLE   120,773 0 0
CBRE GROUP INC CL A 12504L109 3,015 66,679 SH   SOLE   66,679 0 0
CONSTELLATION BRANDS INC CL A 21036P108 12,036 68,794 SH   SOLE   68,794 0 0
CYRUSONE INC COM 23283R100 17,451 239,873 SH   SOLE   239,873 0 0
DUPONT DE NEMOURS INC COM 26614N102 8,795 165,532 SH   SOLE   165,532 0 0
EQUINIX INC COM 29444U700 7,855 11,185 SH   SOLE   11,185 0 0
HD SUPPLY HLDGS INC COM 40416M105 13,583 392,004 SH   SOLE   392,004 0 0
JONES LANG LASALLE INC COM 48020Q107 7,347 71,010 SH   SOLE   71,010 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 9,609 64,366 SH   SOLE   64,366 0 0
LAM RESEARCH CORP COM 512807108 22,296 68,931 SH   SOLE   68,931 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 11,640 3,215,449 SH   SOLE   3,215,449 0 0
SAP SE SPON ADR 803054204 862 6,160 SH   SOLE   6,160 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,145 29,696 SH   SOLE   29,696 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 1,999 67,762 SH   SOLE   67,762 0 0
ZOETIS INC CL A 98978V103 8,493 61,977 SH   SOLE   61,977 0 0