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 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
ALPHABET INC CAP STK CL C 02079K107 285,955 194,580 SH   SOLE   194,580 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 222,640 356,600 SH   SOLE   356,600 0 0
FACEBOOK INC CL A 30303M102 299,352 1,143,000 SH   SOLE   1,143,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 190,140 4,075,874 SH   SOLE   4,075,874 0 0
MICROSOFT CORP COM 594918104 251,176 1,194,200 SH   SOLE   1,194,200 0 0
OTIS WORLDWIDE CORP COM 68902V107 332,667 5,329,500 SH   SOLE   5,329,500 0 0
SALESFORCE COM INC COM 79466L302 249,435 992,500 SH   SOLE   992,500 0 0
TRANSDIGM GROUP INC COM 893641100 185,154 389,700 SH   SOLE   389,700 0 0
WOODWARD INC COM 980745103 182,781 2,280,200 SH   SOLE   2,280,200 0 0