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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 143,672 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 295,874 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 682,703 | 12,647,333 | SH | SOLE | 12,647,333 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 91,270 | 2,225,000 | SH | SOLE | 2,225,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 64,171 | 1,971,762 | SH | SOLE | 1,971,762 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 211,927 | 4,395,000 | SH | SOLE | 4,395,000 | 0 | 0 | ||