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
ALTICE USA INC CL A 02156K103 9,238 285,993 SH   SOLE   285,993 0 0
ASPEN TECHNOLOGY INC COM 045327103 17,055 308,632 SH   SOLE   308,632 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 32,433 96,284 SH   SOLE   96,284 0 0
ELECTRONIC ARTS INC COM 285512109 39,026 369,147 SH   SOLE   369,147 0 0
FERRARI N V COM N3167Y103 27,264 316,949 SH   SOLE   316,949 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 31,992 221,844 SH   SOLE   221,844 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 20,965 318,031 SH   SOLE   318,031 0 0
JELD-WEN HLDG INC COM 47580P103 27,792 856,186 SH   SOLE   856,186 0 0
PTC INC COM 69370C100 33,304 604,205 SH   SOLE   604,205 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 29,614 330,886 SH   SOLE   330,886 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 4,037 332,235 SH   SOLE   332,235 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 25,611 491,955 SH   SOLE   491,955 0 0
TRANSUNION COM 89400J107 34,386 793,950 SH   SOLE   793,950 0 0
VAIL RESORTS INC COM 91879Q109 25,167 124,078 SH   SOLE   124,078 0 0
VULCAN MATLS CO COM 929160109 27,737 218,951 SH   SOLE   218,951 0 0
WILLIAMS COS INC DEL COM 969457100 16,230 535,991 SH   SOLE   535,991 0 0
ZAYO GROUP HLDGS INC COM 98919V105 17,455 564,891 SH   SOLE   564,891 0 0