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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 190,584 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 669,445 | 6,640,000 | SH | SOLE | 6,640,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 117,898 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 170,859 | 4,390,000 | SH | SOLE | 4,390,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 190,052 | 3,110,000 | SH | SOLE | 3,110,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 243,323 | 3,530,000 | SH | SOLE | 3,530,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 184,458 | 2,130,000 | SH | SOLE | 2,130,000 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 111,887 | 2,855,000 | SH | SOLE | 2,855,000 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 128,084 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| TESARO INC | COM | 881569107 | 52,187 | 373,136 | SH | SOLE | 373,136 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 123,600 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||