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
ACTIVISION BLIZZARD INC COM 00507V109 699,750 11,051,017 SH   SOLE _ 11,051,017 0 0
ADOBE SYS INC COM 00724F101 513,817 2,932,074 SH   SOLE _ 2,932,074 0 0
ALASKA AIR GROUP INC COM 011659109 286,323 3,895,027 SH   SOLE _ 3,895,027 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 527,919 3,061,644 SH   SOLE _ 3,061,644 0 0
ALPHABET INC CAP STK CL C 02079K107 462,663 442,147 SH   SOLE _ 442,147 0 0
APPLIED MATLS INC COM 038222105 791,910 15,491,200 SH   SOLE _ 15,491,200 0 0
BANK AMER CORP COM 060505104 489,121 16,569,132 SH   SOLE _ 16,569,132 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 44,125 1,371,207 SH   SOLE _ 1,371,207 0 0
BROADCOM LTD SHS Y09827109 304,530 1,185,404 SH   SOLE _ 1,185,404 0 0
CANADIAN PAC RY LTD COM 13645T100 280,652 1,535,632 SH   SOLE _ 1,535,632 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 733,439 2,183,114 SH   SOLE _ 2,183,114 0 0
CINTAS CORP COM 172908105 239,268 1,535,444 SH   SOLE _ 1,535,444 0 0
CONSTELLATION BRANDS INC CL A 21036P108 595,424 2,604,995 SH   SOLE _ 2,604,995 0 0
ELECTRONIC ARTS INC COM 285512109 184,412 1,755,304 SH   SOLE _ 1,755,304 0 0
EQUINIX INC COM PAR $0.001 29444U700 261,369 576,694 SH   SOLE _ 576,694 0 0
FACEBOOK INC CL A 30303M102 407,084 2,306,949 SH   SOLE _ 2,306,949 0 0
GODADDY INC CL A 380237107 47,953 953,728 SH   SOLE _ 953,728 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 208,641 2,052,143 SH   SOLE _ 2,052,143 0 0
HONEYWELL INTL INC COM 438516106 37,309 243,279 SH   SOLE _ 243,279 0 0
IAC INTERACTIVECORP COM 44919P508 43,428 355,156 SH   SOLE _ 355,156 0 0
MARTIN MARIETTA MATLS INC COM 573284106 202,477 916,019 SH   SOLE _ 916,019 0 0
MASTERCARD INCORPORATED CL A 57636Q104 321,779 2,125,921 SH   SOLE _ 2,125,921 0 0
MICROSOFT CORP COM 594918104 487,810 5,702,710 SH   SOLE _ 5,702,710 0 0
MORGAN STANLEY COM NEW 617446448 173,866 3,313,627 SH   SOLE _ 3,313,627 0 0
PRAXAIR INC COM 74005P104 651,818 4,213,976 SH   SOLE _ 4,213,976 0 0
S&P GLOBAL INC COM 78409V104 429,918 2,537,884 SH   SOLE _ 2,537,884 0 0
SALESFORCE COM INC COM 79466L302 294,547 2,881,221 SH   SOLE _ 2,881,221 0 0
SCHWAB CHARLES CORP NEW COM 808513105 532,010 10,356,441 SH   SOLE _ 10,356,441 0 0
SOUTHWEST AIRLS CO COM 844741108 478,473 7,310,517 SH   SOLE _ 7,310,517 0 0
TRANSUNION COM 89400J107 230,196 4,188,430 SH   SOLE _ 4,188,430 0 0
UNITEDHEALTH GROUP INC COM 91324P102 368,905 1,673,344 SH   SOLE _ 1,673,344 0 0
VANTIV INC CL A 92210H105 93,525 1,271,586 SH   SOLE _ 1,271,586 0 0