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 |
| ADOBE INC | COM | 00724F101 | 25,871 | 114,351 | SH | SOLE | 114,351 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 36,492 | 540,950 | SH | SOLE | 540,950 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,854 | 57,302 | SH | SOLE | 57,302 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 21,793 | 21,044 | SH | SOLE | 21,044 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 34,961 | 133,120 | SH | SOLE | 133,120 | 0 | 0 | ||
| AT HOME GROUP INC | COM | 04650Y100 | 22,828 | 1,223,366 | SH | SOLE | 1,223,366 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 33,178 | 257,972 | SH | SOLE | 257,972 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 612 | 2 | SH | SOLE | 2 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 15,912 | 145,114 | SH | SOLE | 145,114 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 39,602 | 438,466 | SH | SOLE | 438,466 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 50,440 | 702,509 | SH | SOLE | 702,509 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 6,067 | 283,659 | SH | SOLE | 283,659 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 41,828 | 360,062 | SH | SOLE | 360,062 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 15,765 | 91,729 | SH | SOLE | 91,729 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 34,150 | 336,224 | SH | SOLE | 336,224 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 24,064 | 217,810 | SH | SOLE | 217,810 | 0 | 0 | ||
| SCHEIN HENRY INC | COM | 806407102 | 25,803 | 328,612 | SH | SOLE | 328,612 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 13,110 | 316,677 | SH | SOLE | 316,677 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 23,619 | 94,809 | SH | SOLE | 94,809 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 55,735 | 598,331 | SH | SOLE | 598,331 | 0 | 0 | ||