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
ADOBE INC COM 00724F101 506,438 1,591,371 SH   SOLE   1,591,371 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 502,582 2,584,233 SH   SOLE   2,584,233 0 0
ALPHABET INC CAP STK CL C 02079K107 486,201 418,126 SH   SOLE   418,126 0 0
ALTRIA GROUP INC COM 02209S103 77,726 2,009,991 SH   SOLE   2,009,991 0 0
AMAZON COM INC COM 023135106 840,908 431,297 SH   SOLE   431,297 0 0
AMERICAN EXPRESS CO COM 025816109 169,655 1,981,715 SH   SOLE   1,981,715 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 235,903 5,176,710 SH   SOLE   5,176,710 0 0
CANADIAN PAC RY LTD COM 13645T100 702,349 3,198,454 SH   SOLE   3,198,454 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 912,467 2,091,327 SH   SOLE   2,091,327 0 0
CITIGROUP INC COM NEW 172967424 125,596 2,981,856 SH   SOLE   2,981,856 0 0
D R HORTON INC COM 23331A109 203,111 5,973,847 SH   SOLE   5,973,847 0 0
FACEBOOK INC CL A 30303M102 412,514 2,473,105 SH   SOLE   2,473,105 0 0
FISERV INC COM 337738108 617,040 6,495,846 SH   SOLE   6,495,846 0 0
KKR & CO INC CL A 48251W104 119,314 5,083,695 SH   SOLE   5,083,695 0 0
L BRANDS INC COM 501797104 88,641 7,667,887 SH   SOLE   7,667,887 0 0
LINDE PLC SHS G5494J103 500,006 2,890,209 SH   SOLE   2,890,209 0 0
MASTERCARD INC CL A 57636Q104 177,556 735,038 SH   SOLE   735,038 0 0
MATCH GROUP INC COM 57665R106 170,310 2,578,886 SH   SOLE   2,578,886 0 0
MICROSOFT CORP COM 594918104 636,373 4,035,081 SH   SOLE   4,035,081 0 0
NETFLIX INC COM 64110L106 553,671 1,474,491 SH   SOLE   1,474,491 0 0
PROGRESSIVE CORP OHIO COM 743315103 110,321 1,494,060 SH   SOLE   1,494,060 0 0
S&P GLOBAL INC COM 78409V104 123,776 505,106 SH   SOLE   505,106 0 0
UNION PAC CORP COM 907818108 515,588 3,655,613 SH   SOLE   3,655,613 0 0
UNITEDHEALTH GROUP INC COM 91324P102 450,890 1,808,044 SH   SOLE   1,808,044 0 0
VULCAN MATLS CO COM 929160109 196,517 1,818,421 SH   SOLE   1,818,421 0 0
YANDEX N V SHS CLASS A N97284108 239,397 7,030,735 SH   SOLE   7,030,735 0 0