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 CL C | COM | 02079K107 | 38,448 | 21,947 | SH | SOLE | 21,947 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 45,592 | 156,906 | SH | SOLE | 156,906 | 0 | 0 | ||
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 39,210 | 449,763 | SH | SOLE | 449,763 | 0 | 0 | ||
| CERNER CORP | COM | 156782104 | 32,629 | 415,769 | SH | SOLE | 415,769 | 0 | 0 | ||
| CHEMED CORP NEW | COM | 16359R103 | 37,212 | 69,869 | SH | SOLE | 69,869 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 49,639 | 939,250 | SH | SOLE | 939,250 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 38,696 | 185,880 | SH | SOLE | 185,880 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 117,497 | 2,357,965 | SH | SOLE | 2,357,965 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | 46,858 | 482,434 | SH | SOLE | 482,434 | 0 | 0 | ||
| EBAY INC. | COM | 278642103 | 39,102 | 778,158 | SH | SOLE | 778,158 | 0 | 0 | ||
| HOLOGIC INC | COM | 436440101 | 39,547 | 543,017 | SH | SOLE | 543,017 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 36,085 | 401,708 | SH | SOLE | 401,708 | 0 | 0 | ||
| KB FINANCIAL GROUP INC | SPONSORED ADR | 48241A105 | 66,330 | 1,675,013 | SH | SOLE | 1,675,013 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 83,874 | 3,546,477 | SH | SOLE | 3,546,477 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 38,311 | 172,249 | SH | SOLE | 172,249 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 46,029 | 302,149 | SH | SOLE | 302,149 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 36,251 | 349,445 | SH | SOLE | 349,445 | 0 | 0 | ||
| RYANAIR HLDGS PLC | SPONSORED ADS | 783513203 | 75,963 | 690,700 | SH | SOLE | 690,700 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 41,564 | 860,013 | SH | SOLE | 860,013 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 34,906 | 248,868 | SH | SOLE | 248,868 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 39,536 | 266,578 | SH | SOLE | 266,578 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 42,323 | 233,598 | SH | SOLE | 233,598 | 0 | 0 | ||