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 SYS INC COM 00724F101 6,409 29,660 SH   SOLE N/A 29,660 0 0
AMAZON COM INC COM 023135106 10,146 7,010 SH   SOLE N/A 7,010 0 0
BANK AMER CORP COM 060505104 9,903 330,210 SH   SOLE N/A 330,210 0 0
BOEING CO COM 097023105 8,023 24,470 SH   SOLE N/A 24,470 0 0
BOX INC CL A 10316T104 7,046 342,890 SH   SOLE N/A 342,890 0 0
CHEVRON CORP NEW COM 166764100 8,304 72,820 SH   SOLE N/A 72,820 0 0
DXC TECHNOLOGY CO COM 23355L106 8,099 80,560 SH   SOLE N/A 80,560 0 0
GLOBAL PMTS INC COM 37940X102 6,085 54,560 SH   SOLE N/A 54,560 0 0
HARRIS CORP DEL COM 413875105 8,532 52,900 SH   SOLE N/A 52,900 0 0
MARRIOTT INTL INC NEW CL A 571903202 9,816 72,190 SH   SOLE N/A 72,190 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,695 55,350 SH   SOLE N/A 55,350 0 0
MGM RESORTS INTERNATIONAL COM 552953101 8,375 239,160 SH   SOLE N/A 239,160 0 0
MICROSOFT CORP COM 594918104 9,311 102,020 SH   SOLE N/A 102,020 0 0
MSCI INC COM 55354G100 8,411 56,270 SH   SOLE N/A 56,270 0 0
NORTHROP GRUMMAN CORP COM 666807102 6,071 17,390 SH   SOLE N/A 17,390 0 0
NOVANTA INC COM 67000B104 6,347 121,710 SH   SOLE N/A 121,710 0 0
PTC INC COM 69370C100 9,216 118,140 SH   SOLE N/A 118,140 0 0
REALPAGE INC COM 75606N109 11,379 220,960 SH   SOLE N/A 220,960 0 0
ROPER TECHNOLOGIES INC COM 776696106 10,916 38,890 SH   SOLE N/A 38,890 0 0
SALESFORCE COM INC COM 79466L302 11,457 98,510 SH   SOLE N/A 98,510 0 0
SERVICENOW INC COM 81762P102 3,825 23,120 SH   SOLE N/A 23,120 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 10,939 141,990 SH   SOLE N/A 141,990 0 0
UPLAND SOFTWARE INC COM 91544A109 3,605 125,210 SH   SOLE N/A 125,210 0 0
VISA INC COM CL A 92826C839 10,158 84,920 SH   SOLE N/A 84,920 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 1,801 50,000 SH Call SOLE N/A 50,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 7,797 216,530 SH   SOLE N/A 216,530 0 0
XPO LOGISTICS INC COM 983793100 10,479 102,930 SH   SOLE N/A 102,930 0 0
ZENDESK INC COM 98936J101 5,718 119,440 SH   SOLE N/A 119,440 0 0
ZOETIS INC CL A 98978V103 9,741 116,650 SH   SOLE N/A 116,650 0 0