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

OMB APPROVAL
OMB Number:3235-0006
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
APTARGROUP INCCOM038336103127,931934,550SH SOLE 934,55000
AXALTA COATING SYS LTDCOMG0750C108182,4716,391,292SH SOLE 6,391,29200
BOOKING HOLDINGS INCCOM09857L10839,42317,700SH SOLE 17,70000
COMCAST CORP NEWCL A20030N101201,1973,839,635SH SOLE 3,839,63500
CORNERSTONE ONDEMAND INCCOM21925Y103185,5414,213,000SH SOLE 4,213,00000
CROWN HLDGS INCCOM228368106108,1021,078,867SH SOLE 1,078,86700
DOLLAR TREE INCCOM256746108255,1362,361,500SH SOLE 2,361,50000
EVERTEC INCCOM30040P103101,0282,569,376SH SOLE 2,569,37600
MASTERCARD INCORPORATEDCL A57636Q104247,359693,000SH SOLE 693,00000
PTC INCCOM69370C100130,7221,092,900SH SOLE 1,092,90000
SEALED AIR CORP NEWCOM81211K100311,7226,807,643SH SOLE 6,807,64300
TE CONNECTIVITY LTDREG SHSH84989104129,4731,069,409SH SOLE 1,069,40900