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 INC COM 00724F101 2,091 7,570 SH   SOLE N/A 7,570 0 0
ALTICE USA INC CL A 02156K103 8,189 285,520 SH   SOLE N/A 285,520 0 0
AMPHENOL CORP NEW CL A 032095101 12,372 128,210 SH   SOLE N/A 128,210 0 0
ANALOG DEVICES INC COM 032654105 13,239 118,490 SH   SOLE N/A 118,490 0 0
AON PLC SHS CL A G0408V102 11,521 59,520 SH   SOLE N/A 59,520 0 0
BALL CORP COM 058498106 9,814 134,787 SH   SOLE N/A 134,787 0 0
BLACKROCK INC COM 09247X101 12,955 29,070 SH   SOLE N/A 29,070 0 0
BURLINGTON STORES INC COM 122017106 12,137 60,740 SH   SOLE N/A 60,740 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 15,607 37,870 SH   SOLE N/A 37,870 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 11,598 13,800 SH   SOLE N/A 13,800 0 0
DANAHER CORPORATION COM 235851102 12,779 88,480 SH   SOLE N/A 88,480 0 0
DOLLAR TREE INC COM 256746108 4,138 36,250 SH   SOLE N/A 36,250 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 11,889 89,550 SH   SOLE N/A 89,550 0 0
FISERV INC COM 337738108 10,534 101,690 SH   SOLE N/A 101,690 0 0
FIVE BELOW INC COM 33829M101 3,034 24,060 SH   SOLE N/A 24,060 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 7,474 146,110 SH   SOLE N/A 146,110 0 0
GLOBAL PMTS INC COM 37940X102 16,633 104,608 SH   SOLE N/A 104,608 0 0
LULULEMON ATHLETICA INC COM 550021109 9,372 48,680 SH   SOLE N/A 48,680 0 0
MASCO CORP COM 574599106 8,591 206,120 SH   SOLE N/A 206,120 0 0
MASTERCARD INC CL A 57636Q104 15,737 57,950 SH   SOLE N/A 57,950 0 0
MICROSOFT CORP COM 594918104 15,895 114,330 SH   SOLE N/A 114,330 0 0
MOODYS CORP COM 615369105 547 2,670 SH   SOLE N/A 2,670 0 0
NIKE INC CL B 654106103 12,229 130,210 SH   SOLE N/A 130,210 0 0
NOVANTA INC COM 67000B104 9,949 121,750 SH   SOLE N/A 121,750 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,105 65,110 SH   SOLE N/A 65,110 0 0
PROCTER & GAMBLE CO COM 742718109 7,455 59,940 SH   SOLE N/A 59,940 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 8,272 116,280 SH   SOLE N/A 116,280 0 0
ROPER TECHNOLOGIES INC COM 776696106 8,676 24,330 SH   SOLE N/A 24,330 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,339 38,930 SH   SOLE N/A 38,930 0 0
UNION PACIFIC CORP COM 907818108 9,345 57,690 SH   SOLE N/A 57,690 0 0
UPLAND SOFTWARE INC COM 91544A109 5,542 158,990 SH   SOLE N/A 158,990 0 0
VISA INC COM CL A 92826C839 16,083 93,500 SH   SOLE N/A 93,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 8,579 120,570 SH   SOLE N/A 120,570 0 0
ZOETIS INC CL A 98978V103 5,162 41,430 SH   SOLE N/A 41,430 0 0