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 | 123,763 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 56,833 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 76,578 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 82,257 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 73,805 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 52,514 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 73,951 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
LCI INDS | COM | 50189K103 | 11,773 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 67,650 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 28,707 | 19,500 | SH | SOLE | 19,500 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 96,141 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
STONECO LTD | COM CL A | G85158106 | 35,202 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 57,375 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
WABTEC | COM | 929740108 | 96,971 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 |