The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMPHENOL CORP NEW | CL A | 032095101 | 96,882,750 | 1,395,000 | SH | SOLE | 1,395,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 58,538,500 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 179,290,800 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | |||
| TALEN ENERGY CORP | COM | 87422Q109 | 110,808,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 57,225,300 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 130,529,840 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | |||
| US FOODS HLDG CORP | COM | 912008109 | 160,554,800 | 2,380,000 | SH | SOLE | 2,380,000 | 0 | 0 | |||
| WESTERN DIGITAL CORP | COM | 958102105 | 62,611,500 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | |||
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 148,789,000 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | |||