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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 107,354 | 1,326,175 | SH | SOLE | 1,326,175 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 630,001 | 2,143,007 | SH | SOLE | 2,143,007 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 534,879 | 363,962 | SH | SOLE | 363,962 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 711,434 | 225,943 | SH | SOLE | 225,943 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 79,916 | 1,530,953 | SH | SOLE | 1,530,953 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 87,280 | 3,972,692 | SH | SOLE | 3,972,692 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 257,844 | 150,726 | SH | SOLE | 150,726 | 0 | 0 | ||
| BOSTON BEER INC | CL A | 100557107 | 108,176 | 122,460 | SH | SOLE | 122,460 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 963,389 | 3,164,567 | SH | SOLE | 3,164,567 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,451,197 | 2,324,370 | SH | SOLE | 2,324,370 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 511,715 | 11,061,725 | SH | SOLE | 11,061,725 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 789,680 | 10,441,364 | SH | SOLE | 10,441,364 | 0 | 0 | ||
| EBAY INC. | COM | 278642103 | 103,825 | 1,992,807 | SH | SOLE | 1,992,807 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 855,910 | 3,268,080 | SH | SOLE | 3,268,080 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 225,753 | 2,190,709 | SH | SOLE | 2,190,709 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 522,554 | 2,942,641 | SH | SOLE | 2,942,641 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 265,980 | 7,745,491 | SH | SOLE | 7,745,491 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 462,614 | 14,543,036 | SH | SOLE | 14,543,036 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 500,649 | 2,102,417 | SH | SOLE | 2,102,417 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 216,649 | 920,500 | SH | SOLE | 920,500 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 532,292 | 1,574,036 | SH | SOLE | 1,574,036 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 375,449 | 3,393,121 | SH | SOLE | 3,393,121 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 859,037 | 4,084,234 | SH | SOLE | 4,084,234 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 468,824 | 937,592 | SH | SOLE | 937,592 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 79,404 | 19,447 | SH | SOLE | 19,447 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 733,177 | 3,721,145 | SH | SOLE | 3,721,145 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 242,767 | 2,564,350 | SH | SOLE | 2,564,350 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 34,208 | 421,953 | SH | SOLE | 421,953 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 879,520 | 7,690,801 | SH | SOLE | 7,690,801 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 100,645 | 702,140 | SH | SOLE | 702,140 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 619,278 | 3,145,619 | SH | SOLE | 3,145,619 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 789,013 | 2,530,753 | SH | SOLE | 2,530,753 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 422,799 | 2,114,311 | SH | SOLE | 2,114,311 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 332,455 | 2,452,820 | SH | SOLE | 2,452,820 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 331,437 | 5,079,500 | SH | SOLE | 5,079,500 | 0 | 0 | ||