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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE SYS INCCOM00724F101242,955900,000SH SOLE 900,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102666,4544,045,000SH SOLE 4,045,00000
AMERICAN EXPRESS COCOM025816109532,4505,000,000SH SOLE 5,000,00000
ARCO PLATFORM LTDCOM CL AG045531065,700250,000SH SOLE 250,00000
BAXTER INTL INCCOM0718131092,775,24036,000,000SH SOLE 36,000,00000
CAMPBELL SOUP COCOM134429109659,34018,000,000SH SOLE 18,000,00000
CONSTELLATION BRANDS INCCL A21036P108517,4882,400,000SH SOLE 2,400,00000
DANAHER CORP DELCOM235851102353,1453,250,000SH SOLE 3,250,00000
DEERE & COCOM244199105202,9461,350,000SH SOLE 1,350,00000
DIAMONDBACK ENERGY INCCOM25278X10967,595500,000SH SOLE 500,00000
DOVER CORPCOM260003108354,1204,000,000SH SOLE 4,000,00000
DOWDUPONT INCCOM26078J100781,36612,150,000SH SOLE 12,150,00000
FAR PT ACQUISITION CORPCL A FOUNDERS SH30734W1091,613,18915,692,500SH SOLE 15,692,50000
FAR PT ACQUISITION CORPUNIT 06/01/202530734W20841,1204,000,000SH SOLE 4,000,00000
IQVIA HLDGS INCCOM46266C105194,6101,500,000SH SOLE 1,500,00000
ISHARES TR1 3 YR TREAS BD4642874573,53542,542SH SOLE 42,54200
KADMON HLDGS INCCOM48283N10631,4229,407,745SH SOLE 9,407,74500
LENNAR CORPCL A526057104241,3875,170,000SH SOLE 5,170,00000
MARATHON PETE CORPCOM56585A102279,8953,500,000SH SOLE 3,500,00000
MERCK & CO INCCOM58933Y105319,2304,500,000SH SOLE 4,500,00000
MICROSOFT CORPCOM594918104468,9174,100,000SH SOLE 4,100,00000
NETFLIX INCCOM64110L106467,6621,250,000SH SOLE 1,250,00000
PAYPAL HLDGS INCCOM70450Y103794,9529,050,000SH SOLE 9,050,00000
S&P GLOBAL INCCOM78409V104192,440984,900SH SOLE 984,90000
SALESFORCE COM INCCOM79466L30279,515500,000SH SOLE 500,00000
SHIRE PLCSPONSORED ADR82481R106290,0321,600,000SH SOLE 1,600,00000
SOTHEBYSCOM835898107327,6846,661,604SH SOLE 6,661,60400
UNITED TECHNOLOGIES CORPCOM9130171091,174,4048,400,000SH SOLE 8,400,00000
VISA INCCOM CL A92826C839255,1531,700,000SH SOLE 1,700,00000
WORLDPAY INCCL A981558109308,8743,050,000SH SOLE 3,050,00000
WPX ENERGY INCCOM98212B10363,0943,135,900SH SOLE 3,135,90000