AUTOMATIC DATA PROCESSING IN COM 053015103 67070 500000 SH SOLE 500000 0 0 AUTODESK INC COM 052769106 184837 1410000 SH SOLE 1410000 0 0 DELL TECHNOLOGIES INC COM CL V 24703L103 131945 1560000 SH SOLE 1560000 0 0 FACEBOOK INC CL A 30303M102 400299 2060000 SH SOLE 2060000 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 157988 750000 SH SOLE 750000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 159256 3205000 SH SOLE 3205000 0 0 MICROSOFT CORP COM 594918104 286462 2905000 SH SOLE 2905000 0 0 NXP SEMICONDUCTORS N V COM N6596X109 178110 1630000 SH SOLE 1630000 0 0 SALESFORCE COM INC COM 79466L302 236654 1735000 SH SOLE 1735000 0 0 SHIRE PLC SPONSORED ADR 82481R106 322544 1910807 SH SOLE 1910807 0 0 VMWARE INC CL A COM 928563402 38212 260000 SH SOLE 260000 0 0 WORLDPAY INC CL A 981558109 217126 2655000 SH SOLE 2655000 0 0 YANDEX N V SHS CLASS A N97284108 134984 3760000 SH SOLE 3760000 0 0 ZAYO GROUP HLDGS INC COM 98919V105 207936 5700000 SH SOLE 5700000 0 0