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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
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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
COTY INC COM CL A 222070203 3,836 231,764 SH   OTR 1 0 231,764 0
EQUINIX INC COM NEW 29444U502 16,150 76,007 SH   OTR 1 0 76,007 0
IHS INC CL A 451734107 15,543 124,156 SH   OTR 1 0 124,156 0
TRANSDIGM GROUP INC COM 893641100 13,672 74,173 SH   OTR 1 0 74,173 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 24,981 190,404 SH   OTR 1 0 190,404 0
VERISIGN INC COM 92343E102 9,258 167,953 SH   OTR 1 0 167,953 0