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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   22,791,000 150,000 SH   SOLE   150,000 0 0
COSTAR GROUP INC COM 22160N109   13,545,000 155,000 SH   SOLE   155,000 0 0
CSX CORP COM 126408103   23,402,000 675,000 SH   SOLE   675,000 0 0
FEDEX CORP COM 31428X106   8,854,000 35,000 SH   SOLE   35,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   45,623,000 350,000 SH   SOLE   350,000 0 0
HUMANA INC COM 444859102   18,312,000 40,000 SH   SOLE   40,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   28,255,000 220,000 SH   SOLE   220,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   125,099,000 1,545,000 SH   SOLE   1,545,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   37,464,000 350,000 SH   SOLE   350,000 0 0
MICROSOFT CORP COM 594918104   18,802,000 50,000 SH   SOLE   50,000 0 0
MOODYS CORP COM 615369105   14,451,000 37,000 SH   SOLE   37,000 0 0
SHERWIN WILLIAMS CO COM 824348106   18,714,000 60,000 SH   SOLE   60,000 0 0
TRANSUNION COM 89400J107   17,865,000 260,000 SH   SOLE   260,000 0 0
VAIL RESORTS INC COM 91879Q109   16,544,000 77,500 SH   SOLE   77,500 0 0
VISA INC COM 92826C839   18,225,000 70,000 SH   SOLE   70,000 0 0