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 | 22,791,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 13,545,000 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 23,402,000 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 8,854,000 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 45,623,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 18,312,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 28,255,000 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 125,099,000 | 1,545,000 | SH | SOLE | 1,545,000 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 37,464,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 18,802,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 14,451,000 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 18,714,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 17,865,000 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 16,544,000 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
VISA INC | COM | 92826C839 | 18,225,000 | 70,000 | SH | SOLE | 70,000 | 0 | 0 |