The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
AMAZON COM INC | COM | 023135106 | 146,455 | 42,572 | SH | SOLE | 42,572 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 66,006 | 42,575 | SH | SOLE | 42,575 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 96,194 | 276,649 | SH | SOLE | 276,649 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 88,156 | 622,265 | SH | SOLE | 622,265 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 64,807 | 606,292 | SH | SOLE | 606,292 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 61,922 | 585,829 | SH | SOLE | 585,829 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 76,305 | 468,273 | SH | SOLE | 468,273 | 0 | 0 | ||
LCI INDS | COM | 50189K103 | 12,459 | 94,805 | SH | SOLE | 94,805 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 73,717 | 201,915 | SH | SOLE | 201,915 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 32,351 | 20,767 | SH | SOLE | 20,767 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 114,294 | 1,569,760 | SH | SOLE | 1,569,760 | 0 | 0 | ||
STONECO LTD | COM CL A | G85158106 | 41,051 | 612,153 | SH | SOLE | 612,153 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 63,024 | 362,064 | SH | SOLE | 362,064 | 0 | 0 | ||
WABTEC | COM | 929740108 | 107,302 | 1,303,793 | SH | SOLE | 1,303,793 | 0 | 0 |