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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
OMB Number: 3235-0006
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
EQUINIX INC COM NEW 29444U502 17,814 78,570 SH   OTR 1 0 78,570 0
IHS INC CL A 451734107 15,483 135,956 SH   OTR 1 0 135,956 0
SOLERA HOLDINGS INC COM 83421A104 8,984 175,543 SH   OTR 1 0 175,543 0
TRANSDIGM GROUP INC COM 893641100 14,564 74,173 SH   OTR 1 0 74,173 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 28,479 199,004 SH   OTR 1 0 199,004 0