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
Alliance Data Systems Corporation COM 018581108 15,416,951 53,896 SH   SOLE 0 53,896 0 0
Google Inc. CL A 38259P508 5,534,784 10,430 SH   SOLE 0 10,430 0 0
Google Inc. CL C 38259P706 8,928,270 16,961 SH   SOLE 0 16,961 0 0
MasterCard Incorporated CL A 57636Q104 7,595,521 88,156 SH   SOLE 0 88,156 0 0
Precision Castparts Corp. COM 740189105 14,324,652 59,468 SH   SOLE 0 59,468 0 0
Visa Inc. COM CL A 92826C839 7,814,609 29,804 SH   SOLE 0 29,804 0 0
WabTech COM 929740108 15,222,954 175,198 SH   SOLE 0 175,198 0 0
Monsanto Co New COM 61166W101 15,323,820 128,265 SH   SOLE 0 128,265 0 0
BlackRock, Inc. COM 09247X101 15,397,606 43,063 SH   SOLE 0 43,063 0 0
Roper Inds Inc. New COM 776696106 13,427,963 85,884 SH   SOLE 0 85,884 0 0
PAREXEL Intl Corp COM 699462107 6,537,467 117,665 SH   SOLE 0 117,665 0 0
Quintiles Transnatio HLDGS I COM 74876Y101 7,106,080 120,708 SH   SOLE 0 120,708 0 0