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
ADOBE SYSTEMS INCORPORATED COM 00724F101 31,850 67,000 SH   SOLE 53,000 0 14,000
ALPHABET INC CAP STK CL A 02079K305 29,288 14,200 SH   SOLE 11,500 0 2,700
ALPHABET INC CAP STK CL A 02079K305 25,782 12,500 SH Call SOLE 12,500 0 0
AMAZON COM INC COM 023135106 11,758 3,800 SH   SOLE 3,800 0 0
AMAZON COM INC COM 023135106 21,659 7,000 SH Call SOLE 7,000 0 0
AON PLC SHS CL A G0403H108 36,357 158,000 SH   SOLE 119,000 0 39,000
APPLE INC COM 037833100 12,215 100,000 SH   SOLE 100,000 0 0
APPLE INC COM 037833100 24,430 200,000 SH Call SOLE 200,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 3,087 5,000 SH   SOLE 0 0 5,000
AUTODESK INC COM 052769106 5,266 19,000 SH   SOLE 19,000 0 0
BROWN FORMAN CORP CL B 115637209 6,621 96,000 SH   SOLE 63,000 0 33,000
COPART INC COM 217204106 31,280 288,000 SH   SOLE 246,000 0 42,000
FACEBOOK INC CL A 30303M102 40,351 137,000 SH   SOLE 118,000 0 19,000
FAIR ISAAC CORP COM 303250104 9,721 20,000 SH   SOLE 20,000 0 0
FISERV INC COM 337738108 32,438 272,500 SH   SOLE 224,000 0 48,500
HDFC BANK LTD SPONSORED ADS 40415F101 21,909 282,000 SH   SOLE 172,000 0 110,000
HOME DEPOT INC COM 437076102 5,189 17,000 SH   SOLE 17,000 0 0
INTUIT COM 461202103 19,536 51,000 SH   SOLE 47,000 0 4,000
ISHARES TR CORE US AGGBD ET 464287226 2,079 18,260 SH   SOLE 0 0 18,260
ISHARES TR IBOXX INV CP ETF 464287242 1,986 15,270 SH   SOLE 0 0 15,270
ISHARES TR NATIONAL MUN ETF 464288414 928 8,000 SH   SOLE 0 0 8,000
ISHARES TR PFD AND INCM SEC 464288687 576 15,000 SH   SOLE 0 0 15,000
LAUDER ESTEE COS INC CL A 518439104 20,069 69,000 SH   SOLE 53,000 0 16,000
MASTERCARD INCORPORATED CL A 57636Q104 27,772 78,000 SH   SOLE 65,000 0 13,000
MICROSOFT CORP COM 594918104 46,800 198,500 SH   SOLE 149,800 0 48,700
MOODYS CORP COM 615369105 41,208 138,000 SH   SOLE 108,000 0 30,000
MSCI INC COM 55354G100 35,178 83,900 SH   SOLE 74,900 0 9,000
NIKE INC CL B 654106103 33,711 253,676 SH   SOLE 192,400 0 61,276
NVIDIA CORPORATION COM 67066G104 3,738 7,000 SH   SOLE 7,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 15,725 31,000 SH   SOLE 25,000 0 6,000
PAYPAL HLDGS INC COM 70450Y103 10,685 44,000 SH   SOLE 44,000 0 0
S&P GLOBAL INC COM 78409V104 10,339 29,300 SH   SOLE 24,000 0 5,300
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 484 5,000 SH   SOLE 0 0 5,000
SERVICENOW INC COM 81762P102 7,002 14,000 SH   SOLE 14,000 0 0
TWITTER INC COM 90184L102 12,726 200,000 SH Call SOLE 200,000 0 0
UNILEVER PLC SPON ADR NEW 904767704 1,954 35,000 SH   SOLE 0 0 35,000
UNITEDHEALTH GROUP INC COM 91324P102 24,557 66,000 SH   SOLE 55,000 0 11,000
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3,473 42,100 SH   SOLE 0 0 42,100
VERISK ANALYTICS INC COM 92345Y106 25,620 145,000 SH   SOLE 127,000 0 18,000
VISA INC COM CL A 92826C839 24,349 115,000 SH   SOLE 73,000 0 42,000