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
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
ALPHABET INC CAP STK CL C 02079K107 52,187 57,429 SH   SOLE   57,429 0 0
ANTHEM INC COM 036752103 37,400 198,800 SH   SOLE   198,800 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 11,754 190,230 SH   SOLE   190,230 0 0
BANK AMER CORP COM 060505104 40,949 1,687,905 SH   SOLE   1,687,905 0 0
CBRE GROUP INC CL A 12504L109 16,380 450,000 SH Put SOLE   450,000 0 0
CDK GLOBAL INC COM 12508E101 10,670 171,924 SH   SOLE   171,924 0 0
CORELOGIC INC COM 21871D103 37,392 861,964 SH   SOLE   861,964 0 0
CVS HEALTH CORP COM 126650100 43,594 541,815 SH   SOLE   541,815 0 0
FACEBOOK INC CL A 30303M102 24,297 160,930 SH   SOLE   160,930 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 46,414 321,851 SH   SOLE   321,851 0 0
GENPACT LIMITED SHS G3922B107 52,786 1,896,727 SH   SOLE   1,896,727 0 0
GENPACT LIMITED SHS G3922B107 12,282 441,317 SH   OTR 1 441,317 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 35,931 545,077 SH   SOLE   545,077 0 0
LINCOLN NATL CORP IND COM 534187109 26,982 399,255 SH   SOLE   399,255 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 30,031 493,518 SH   SOLE   493,518 0 0
MCKESSON CORP COM 58155Q103 38,249 232,463 SH   SOLE   232,463 0 0
MICROSOFT CORP COM 594918104 47,916 695,144 SH   SOLE   695,144 0 0
NEW RELIC INC COM 64829B100 16,734 389,081 SH   SOLE   389,081 0 0
NXP SEMICONDUCTORS N V COM N6596X109 42,197 385,537 SH   SOLE   385,537 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 44,062 492,311 SH   SOLE   492,311 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 16,693 186,512 SH   OTR 1 186,512 0 0
SALESFORCE COM INC COM 79466L302 38,295 442,200 SH   SOLE   442,200 0 0
SHERWIN WILLIAMS CO COM 824348106 36,456 103,875 SH   SOLE   103,875 0 0
SNAP INC CL A 83304A106 2,617 147,298 SH   SOLE   147,298 0 0
T MOBILE US INC COM 872590104 37,857 624,491 SH   SOLE   624,491 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 13,552 1,284,573 SH   SOLE   1,284,573 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 40,104 1,200,000 SH   SOLE   1,200,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 25,325 174,100 SH   SOLE   174,100 0 0
YUM CHINA HLDGS INC COM 98850P109 24,514 621,715 SH   SOLE   621,715 0 0