Instuitional Investor - Owlhouse Capital Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Planet Fitness Inc.	PLNT	76,700	$8,319,649	9.2%
2.	Transdigm Group Inc	TDG	6,080	$8,085,488	8.94%
3.	Mastercard Inc	MA	13,535	$7,726,861	8.55%
4.	Hilton Worldwide Holdings Inc.	HLT	24,480	$7,031,880	7.78%
5.	Estee Lauder Companies Inc	EL	57,400	$6,010,928	6.65%