The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 151,424 | 218,789 | SH | SOLE | 211,840 | 0 | 6,949 | ||
| AMAZON COM INC | COM | 023135106 | 28,575 | 39,930 | SH | SOLE | 39,060 | 0 | 870 | ||
| AMC NETWORKS INC | CL A | 00164V103 | 105,541 | 1,746,790 | SH | SOLE | 1,687,115 | 0 | 59,675 | ||
| APPLE INC | COM | 037833100 | 132,795 | 1,389,065 | SH | SOLE | 1,342,985 | 0 | 46,080 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 106,114 | 2,400,775 | SH | SOLE | 2,324,900 | 0 | 75,875 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 155,612 | 2,387,050 | SH | SOLE | 2,313,725 | 0 | 73,325 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 139,686 | 1,237,470 | SH | SOLE | 1,190,395 | 0 | 47,075 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 150,852 | 1,542,135 | SH | SOLE | 1,529,010 | 0 | 13,125 | ||
| FACEBOOK INC | CL A | 30303M102 | 52,333 | 457,940 | SH | SOLE | 424,940 | 0 | 33,000 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 77,569 | 1,050,219 | SH | SOLE | 928,219 | 0 | 122,000 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 76,882 | 1,156,810 | SH | SOLE | 1,119,835 | 0 | 36,975 | ||
| MCDONALDS CORP | COM | 580135101 | 132,392 | 1,100,146 | SH | SOLE | 1,068,371 | 0 | 31,775 | ||
| MICROSOFT CORP | COM | 594918104 | 57,158 | 1,117,025 | SH | SOLE | 1,081,125 | 0 | 35,900 | ||
| NIKE INC | CL B | 654106103 | 81,407 | 1,474,767 | SH | SOLE | 1,415,842 | 0 | 58,925 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 73,373 | 2,009,660 | SH | SOLE | 1,961,960 | 0 | 47,700 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 122,214 | 97,896 | SH | SOLE | 31,146 | 0 | 66,750 | ||
| STARBUCKS CORP | COM | 855244109 | 56,826 | 994,848 | SH | SOLE | 991,953 | 0 | 2,895 | ||
| TIME WARNER INC | COM NEW | 887317303 | 154,432 | 2,099,975 | SH | SOLE | 2,063,225 | 0 | 36,750 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 138,271 | 1,283,615 | SH | SOLE | 1,214,515 | 0 | 69,100 | ||
| VISA INC | COM CL A | 92826C839 | 101,342 | 1,366,345 | SH | SOLE | 1,326,295 | 0 | 40,050 | ||
| WAL-MART STORES INC | COM | 931142103 | 139,070 | 1,904,540 | SH | SOLE | 1,863,010 | 0 | 41,530 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 162,248 | 3,112,376 | SH | SOLE | 3,049,651 | 0 | 62,725 | ||