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
AKORN INC COM 009728106 162,298 4,350,000 SH   SOLE   4,350,000 0 0
AUTODESK INC COM 052769106 785,388 12,890,000 SH   SOLE   12,890,000 0 0
ALLERGAN PLC SHS G0177J108 526,562 1,685,000 SH   SOLE   1,685,000 0 0
CDK GLOBAL INC COM 12508E101 526,790 11,097,333 SH   SOLE   11,097,333 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 156,550 855,000 SH   SOLE   855,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 232,704 3,840,000 SH   SOLE   3,840,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 113,125 1,515,000 SH   SOLE   1,515,000 0 0
MYLAN NV SHS EURO N59465109 181,134 3,350,000 SH   SOLE   3,350,000 0 0
PTC INC COM 69370C100 129,343 3,735,000 SH   SOLE   3,735,000 0 0
TIME WARNER CABLE INC COM 88732J207 145,688 785,000 SH   SOLE   785,000 0 0
ZOETIS INC CL A 98978V103 201,264 4,200,000 SH   SOLE   4,200,000 0 0