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 | 99,353 | 2,935,969 | SH | SOLE | 2,935,969 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 68,907 | 734,613 | SH | SOLE | 734,613 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 22,230 | 138,645 | SH | SOLE | 138,645 | 0 | 0 | ||
| AETNA INC NEW | COM | 00817Y108 | 64,082 | 570,382 | SH | SOLE | 570,382 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 40,821 | 283,379 | SH | SOLE | 283,379 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 81,540 | 304,219 | SH | SOLE | 304,219 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 98,371 | 128,944 | SH | SOLE | 128,944 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 39,865 | 67,154 | SH | SOLE | 67,154 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 81,529 | 2,792,102 | SH | SOLE | 2,792,102 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 32,789 | 4,684,132 | SH | SOLE | 4,684,132 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 92,985 | 615,431 | SH | SOLE | 615,431 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 62,530 | 1,412,795 | SH | SOLE | 1,412,795 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 88,578 | 1,074,190 | SH | SOLE | 1,074,190 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 59,782 | 800,622 | SH | SOLE | 800,622 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 33,839 | 318,962 | SH | SOLE | 318,962 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 39,731 | 420,437 | SH | SOLE | 420,437 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 38,816 | 702,808 | SH | SOLE | 702,808 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 84,986 | 2,201,722 | SH | SOLE | 2,201,722 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 77,510 | 1,996,131 | SH | SOLE | 1,996,131 | 0 | 0 | ||
| SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 69,310 | 509,180 | SH | SOLE | 509,180 | 0 | 0 | ||
| ST JUDE MED INC | COM | 790849103 | 71,919 | 1,307,613 | SH | SOLE | 1,307,613 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 56,206 | 941,482 | SH | SOLE | 941,482 | 0 | 0 | ||
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 106,004 | 849,934 | SH | SOLE | 849,934 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 30,796 | 402,672 | SH | SOLE | 402,672 | 0 | 0 | ||