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 |
| AUTODESK INC | COM | 052769106 | 183,429 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 193,593 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 149,418 | 705,000 | SH | SOLE | 705,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 237,890 | 2,080,000 | SH | SOLE | 2,080,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 169,290 | 1,980,000 | SH | SOLE | 1,980,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 198,788 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 346,372 | 1,910,807 | SH | SOLE | 1,910,807 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 132,526 | 4,300,000 | SH | SOLE | 4,300,000 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 229,883 | 2,270,000 | SH | SOLE | 2,270,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 142,578 | 4,335,000 | SH | SOLE | 4,335,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 167,350 | 4,820,000 | SH | SOLE | 4,820,000 | 0 | 0 | ||