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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 17,479,000 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | |||
| COSTAR GROUP INC | COM | 22160N109 | 7,689,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| CSX CORP | COM | 126408103 | 18,450,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| EPAM SYS INC | COM | 29414B104 | 12,785,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 31,654,000 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | |||
| HUMANA INC | COM | 444859102 | 23,110,000 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | |||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 22,004,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 154,405,000 | 2,265,000 | SH | SOLE | 2,265,000 | 0 | 0 | |||
| INTUIT | COM | 461202103 | 16,606,000 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | |||
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 73,028,000 | 774,748 | SH | SOLE | 774,748 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 20,524,000 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| SHERWIN WILLIAMS CO | COM | 824348106 | 20,404,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| VAIL RESORTS INC | COM | 91879Q109 | 16,087,000 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | |||
| VISA INC | COM | 92826C839 | 20,701,000 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||