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 | 6,325 | 19,875 | SH | SOLE | 19,875 | 0 | 0 | ||
| ALCON INC | ORD SHS | H01301128 | 1,160 | 22,825 | SH | SOLE | 22,825 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 5,586 | 2,865 | SH | SOLE | 2,865 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 3,494 | 107,075 | SH | SOLE | 107,075 | 0 | 0 | ||
| COCA-COLA EUROPEAN PARTNERS | SHS | G25839104 | 4,210 | 112,170 | SH | SOLE | 112,170 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 988 | 28,250 | SH | SOLE | 28,250 | 0 | 0 | ||
| CHEWY INC - CLASS A | CL A | 16679L109 | 4,145 | 110,575 | SH | SOLE | 110,575 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 2,846 | 10,325 | SH | SOLE | 10,325 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,156 | 31,510 | SH | SOLE | 31,510 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 3,884 | 24,373 | SH | SOLE | 24,373 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 10,811 | 64,816 | SH | SOLE | 64,816 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,478 | 5,575 | SH | SOLE | 5,575 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 8,134 | 6,995 | SH | SOLE | 6,995 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 2,068 | 13,375 | SH | SOLE | 13,375 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 4,832 | 25,882 | SH | SOLE | 25,882 | 0 | 0 | ||
| IDEXX LABS INC | COM | 45168D104 | 1,684 | 6,950 | SH | SOLE | 6,950 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 3,970 | 44,093 | SH | SOLE | 44,093 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 3,241 | 17,100 | SH | SOLE | 17,100 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 8,328 | 34,474 | SH | SOLE | 34,474 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,330 | 27,455 | SH | SOLE | 27,455 | 0 | 0 | ||
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 | 2,619 | 515,520 | SH | SOLE | 515,520 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 5,516 | 114,125 | SH | SOLE | 114,125 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 2,862 | 29,895 | SH | SOLE | 29,895 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 516 | 4,300 | SH | SOLE | 4,300 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 727 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| PROCTER & GAMBLE CO/THE | COM | 742718109 | 2,494 | 22,675 | SH | SOLE | 22,675 | 0 | 0 | ||
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 5,828 | 56,910 | SH | SOLE | 56,910 | 0 | 0 | ||
| CONSTELLATION BRANDS INC-A | CL A | 21036P108 | 1,495 | 10,425 | SH | SOLE | 10,425 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 1,568 | 23,700 | SH | SOLE | 23,700 | 0 | 0 | ||