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
Expires: July 31, 2015
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
ACTIVISION BLIZZARD INC COM 00507V109 478,526 6,270 SH SOLE 6,270 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 541,562 2,919 SH SOLE 2,919 0 0
ALPHABET INC CAP STK CL A 02079K305 417,800 370 SH SOLE 370 0 0
ALPHABET INC CAP STK CL C 02079K107 64,058,392 57,418 SH SOLE 57,418 0 0
AMAZON COM INC COM 023135106 3,090,236 1,818 SH SOLE 1,818 0 0
ANTHEM INC COM 036752103 87,152,780 366,142 SH SOLE 366,142 0 0
APPLE INC COM 037833100 425,753 2,300 SH SOLE 2,300 0 0
AUTOZONE INC COM 053332102 31,341,824 46,714 SH SOLE 46,714 0 0
BIOGEN INC COM 09062X103 32,817,437 113,070 SH SOLE 113,070 0 0
BLACKROCK INC COM 09247X101 17,949,970 35,969 SH SOLE 35,969 0 0
BOOKING HLDGS INC COM 09857L108 1,017,599 502 SH SOLE 502 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 11,647,396 139,223 SH SOLE 139,223 0 0
CBRE GROUP INC CL A 12504L109 29,674,086 621,577 SH SOLE 621,577 0 0
CITIGROUP INC COM NEW 172967424 30,551,924 456,544 SH SOLE 456,544 0 0
CME GROUP INC COM CL A 12572Q105 23,466,132 143,156 SH SOLE 143,156 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 16,824,870 213,000 SH SOLE 213,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 473,357 5,175 SH SOLE 5,175 0 0
COMCAST CORP NEW CL A 20030N101 925,012 28,193 SH SOLE 28,193 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 233,435 4,901 SH SOLE 4,901 0 0
DISNEY WALT CO COM DISNEY 254687106 1,152,700 10,998 SH SOLE 10,998 0 0
DOVER CORP COM 260003108 43,347,064 592,173 SH SOLE 592,173 0 0
ELECTRONIC ARTS INC COM 285512109 521,774 3,700 SH SOLE 3,700 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 9,302,920 1,055,950 SH SOLE 1,055,950 0 0
ENEL CHILE S A SPONSORED ADR 29278D105 8,434,563 1,728,394 SH SOLE 1,728,394 0 0
EXPEDIA GROUP INC COM NEW 30212P303 293,384 2,441 SH SOLE 2,441 0 0
FIVE BELOW INC COM 33829M101 273,099 2,795 SH SOLE 2,795 0 0
GALLAGHER ARTHUR J & CO COM 363576109 21,046,272 322,400 SH SOLE 322,400 0 0
GILEAD SCIENCES INC COM 375558103 30,731,880 433,821 SH SOLE 433,821 0 0
GRUBHUB INC COM 400110102 312,317 2,977 SH SOLE 2,977 0 0
HASBRO INC COM 418056107 336,193 3,642 SH SOLE 3,642 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 650,616 8,219 SH SOLE 8,219 0 0
HOME DEPOT INC COM 437076102 1,642,157 8,417 SH SOLE 8,417 0 0
INTEL CORP COM 458140100 29,380,350 591,035 SH SOLE 591,035 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 442,243 17,818 SH SOLE 17,818 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 485,360 9,993 SH SOLE 9,993 0 0
LULULEMON ATHLETICA INC COM 550021109 557,206 4,463 SH SOLE 4,463 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 316,394 8,586 SH SOLE 8,586 0 0
MAGNA INTL INC COM 559222401 573,341 9,864 SH SOLE 9,864 0 0
MATCH GROUP INC COM 57665R106 289,310 7,468 SH SOLE 7,468 0 0
MICROSOFT CORP COM 594918104 73,978,603 750,214 SH SOLE 750,214 0 0
MINDBODY INC COM CL A 60255W105 309,186 8,010 SH SOLE 8,010 0 0
NETFLIX INC COM 64110L106 1,056,470 2,699 SH SOLE 2,699 0 0
NIKE INC CL B 654106103 21,272,807 266,978 SH SOLE 266,978 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 304,483 1,113 SH SOLE 1,113 0 0
PLANET FITNESS INC CL A 72703H101 232,047 5,281 SH SOLE 5,281 0 0
PROCTER AND GAMBLE CO COM 742718109 32,433,930 415,500 SH SOLE 415,500 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 396,895 6,582 SH SOLE 6,582 0 0
SERVICE CORP INTL COM 817565104 59,755,270 1,669,608 SH SOLE 1,669,608 0 0
SHAKE SHACK INC CL A 819047101 205,158 3,100 SH SOLE 3,100 0 0
SOTHEBYS COM 835898107 25,757,377 474,004 SH SOLE 474,004 0 0
SQUARE INC CL A 852234103 366,511 5,946 SH SOLE 5,946 0 0
STANLEY BLACK & DECKER INC COM 854502101 11,554,470 87,000 SH SOLE 87,000 0 0
STARBUCKS CORP COM 855244109 60,979,064 1,248,292 SH SOLE 1,248,292 0 0
TAPESTRY INC COM 876030107 632,033 13,531 SH SOLE 13,531 0 0
TENNECO INC COM 880349105 306,357 6,969 SH SOLE 6,969 0 0
TRIPADVISOR INC COM 896945201 232,645 4,176 SH SOLE 4,176 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 509,422 10,252 SH SOLE 10,252 0 0
ULTA BEAUTY INC COM 90384S303 640,147 2,742 SH SOLE 2,742 0 0
UNITEDHEALTH GROUP INC COM 91324P102 24,360,054 99,291 SH SOLE 99,291 0 0
VAIL RESORTS INC COM 91879Q109 309,835 1,130 SH SOLE 1,130 0 0
VEON LTD SPONSORED ADR 91822M106 1,471,216 618,158 SH SOLE 618,158 0 0
VISA INC COM CL A 92826C839 50,434,576 380,782 SH SOLE 380,782 0 0
WAYFAIR INC CL A 94419L101 432,999 3,646 SH SOLE 3,646 0 0
WELLS FARGO CO NEW COM 949746101 75,092,427 1,354,481 SH SOLE 1,354,481 0 0
WINGSTOP INC COM 974155103 322,310 6,184 SH SOLE 6,184 0 0
YUM CHINA HLDGS INC COM 98850P109 265,374 6,900 SH SOLE 6,900 0 0