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 | 159,098 | 206,134 | SH | SOLE | 200,400 | 0 | 5,734 | ||
| AMC NETWORKS INC | CL A | 00164V103 | 68,798 | 1,314,453 | SH | SOLE | 1,265,378 | 0 | 49,075 | ||
| APPLE INC | COM | 037833100 | 69,997 | 604,357 | SH | SOLE | 588,227 | 0 | 16,130 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 143,096 | 2,748,671 | SH | SOLE | 2,665,221 | 0 | 83,450 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 141,144 | 2,044,084 | SH | SOLE | 1,981,834 | 0 | 62,250 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 152,785 | 1,469,934 | SH | SOLE | 1,469,934 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 168,578 | 1,617,518 | SH | SOLE | 1,569,668 | 0 | 47,850 | ||
| FACEBOOK INC | CL A | 30303M102 | 151,394 | 1,315,901 | SH | SOLE | 1,277,101 | 0 | 38,800 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 48,064 | 628,375 | SH | SOLE | 610,725 | 0 | 17,650 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 112,113 | 1,725,074 | SH | SOLE | 1,676,799 | 0 | 48,275 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 126,061 | 1,524,690 | SH | SOLE | 1,475,290 | 0 | 49,400 | ||
| MCDONALDS CORP | COM | 580135101 | 162,201 | 1,332,578 | SH | SOLE | 1,297,228 | 0 | 35,350 | ||
| MICROSOFT CORP | COM | 594918104 | 128,613 | 2,069,737 | SH | SOLE | 2,004,562 | 0 | 65,175 | ||
| NIKE INC | CL B | 654106103 | 160,736 | 3,162,232 | SH | SOLE | 3,075,282 | 0 | 86,950 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 140,076 | 3,548,913 | SH | SOLE | 3,437,938 | 0 | 110,975 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 98,486 | 67,177 | SH | SOLE | 65,027 | 0 | 2,150 | ||
| STARBUCKS CORP | COM | 855244109 | 96,682 | 1,741,398 | SH | SOLE | 1,681,248 | 0 | 60,150 | ||
| TIME WARNER INC | COM NEW | 887317303 | 150,223 | 1,556,231 | SH | SOLE | 1,516,256 | 0 | 39,975 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 108,037 | 942,406 | SH | SOLE | 914,406 | 0 | 28,000 | ||
| VISA INC | COM CL A | 92826C839 | 74,004 | 948,520 | SH | SOLE | 906,890 | 0 | 41,630 | ||
| WAL-MART STORES INC | COM | 931142103 | 160,249 | 2,318,420 | SH | SOLE | 2,250,395 | 0 | 68,025 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 68,840 | 1,422,600 | SH | SOLE | 1,376,925 | 0 | 45,675 | ||