The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| APTARGROUP INC | COM | 038336103 | 127,931 | 934,550 | SH | SOLE | 934,550 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 182,471 | 6,391,292 | SH | SOLE | 6,391,292 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 39,423 | 17,700 | SH | SOLE | 17,700 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 201,197 | 3,839,635 | SH | SOLE | 3,839,635 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 185,541 | 4,213,000 | SH | SOLE | 4,213,000 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 108,102 | 1,078,867 | SH | SOLE | 1,078,867 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 255,136 | 2,361,500 | SH | SOLE | 2,361,500 | 0 | 0 | ||
| EVERTEC INC | COM | 30040P103 | 101,028 | 2,569,376 | SH | SOLE | 2,569,376 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 247,359 | 693,000 | SH | SOLE | 693,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 130,722 | 1,092,900 | SH | SOLE | 1,092,900 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 311,722 | 6,807,643 | SH | SOLE | 6,807,643 | 0 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 129,473 | 1,069,409 | SH | SOLE | 1,069,409 | 0 | 0 | ||