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 |
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 |