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
GOOG COM 02079K107 76,949 30,702 SH   SOLE N/A 30,702 0 0
AMZN COM 023135106 71,391 20,752 SH   SOLE N/A 20,752 0 0
MSFT COM 594918104 66,684 246,157 SH   SOLE N/A 246,157 0 0
FB COM 30303M102 62,320 179,229 SH   SOLE N/A 179,229 0 0
V COM 92826C839 53,939 230,686 SH   SOLE N/A 230,686 0 0
AAPL COM 037833100 50,565 369,197 SH   SOLE N/A 369,197 0 0
BKNG COM 09857L108 46,703 21,344 SH   SOLE N/A 21,344 0 0
SBUX COM 855244109 41,196 368,444 SH   SOLE N/A 368,444 0 0
SPGI COM 78409V104 38,272 93,243 SH   SOLE N/A 93,243 0 0
ADSK COM 052769106 31,374 107,482 SH   SOLE N/A 107,482 0 0
MTN COM 91879Q109 29,980 94,719 SH   SOLE N/A 94,719 0 0
BRKB COM 084670702 28,250 101,649 SH   SOLE N/A 101,649 0 0
MA COM 57636Q104 27,788 76,113 SH   SOLE N/A 76,113 0 0
TTWO COM 874054109 25,677 145,050 SH   SOLE N/A 145,050 0 0
TJX COM 872540109 25,564 379,182 SH   SOLE N/A 379,182 0 0
FICO COM 303250104 25,512 50,751 SH   SOLE N/A 50,751 0 0
ROP COM 776696106 23,877 50,780 SH   SOLE N/A 50,780 0 0
ATVI COM 00507V109 23,603 247,305 SH   SOLE N/A 247,305 0 0
DPZ COM 25754A201 22,060 47,290 SH   SOLE N/A 47,290 0 0
SCHZ COM 808524839 21,474 393,298 SH   SOLE N/A 393,298 0 0
ISTB COM 46432F859 20,094 391,780 SH   SOLE N/A 391,780 0 0
BR COM 11133T103 17,267 106,895 SH   SOLE N/A 106,895 0 0
ACN COM G1151C101 13,183 44,719 SH   SOLE N/A 44,719 0 0
SCHP COM 808524870 11,007 176,084 SH   SOLE N/A 176,084 0 0
OLO COM 68134L109 10,878 290,933 SH   SOLE N/A 290,933 0 0
VRSN COM 92343E102 9,295 40,823 SH   SOLE N/A 40,823 0 0
HLT COM 43300A203 8,314 68,930 SH   SOLE N/A 68,930 0 0
VRSK COM 92345Y106 3,120 17,860 SH   SOLE N/A 17,860 0 0
COST COM 22160K105 1,237 3,127 SH   SOLE N/A 3,127 0 0
IVV COM 464287200 1,178 2,740 SH   SOLE N/A 2,740 0 0
CSGP COM 22160N109 1,082 13,070 SH   SOLE N/A 13,070 0 0
SPAB COM 78464A649 485 16,176 SH   SOLE N/A 16,176 0 0
UNP COM 907818108 209 951 SH   SOLE N/A 951 0 0