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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

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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
AMERICAN TOWER CORP NEW COM 03027X100 11,893 122,673 SH   OTR 1 0 122,673 0
EQUINIX INC COM PAR $0.001 29444U700 11,820 39,088 SH   OTR 1 0 39,088 0
FLEETCOR TECHNOLOGIES INC COM 339041105 8,498 59,455 SH   OTR 1 0 59,455 0
IHS INC CL A 451734107 13,461 113,663 SH   OTR 1 0 113,663 0
TRANSDIGM GROUP INC COM 893641100 11,359 49,723 SH   OTR 1 0 49,723 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 26,077 256,538 SH   OTR 1 0 256,538 0