The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACTIVISION BLIZZARD INC COM STK Common 00504V109 52,045 875,000 SH   SOLE   875,000 0 0
APPLIED MATERIALS INC COM Common 038222105 26,347 575,000 SH   SOLE   575,000 0 0
CSX CORP COM STK Common 126408103 61,598 1,075,000 SH   SOLE   1,075,000 0 0
DANAHER CORP COM Common 235851102 80,181 579,300 SH   SOLE   381,300 0 0
FERRARI N V FERRARI N V COMMON S TOCK Common AC10JKHV4 12,511 82,000 SH   SOLE   82,000 0 0
INTUITIVE SURGICAL INC COM NEW STK Common 46120E602 3,590 7,250 SH   SOLE   76,000 0 0
JPMORGAN CHASE & CO COM Common 46625H100 41,744 463,671 SH   SOLE   250,000 0 0
MARTIN MARIETTA MATLS INC COM Common 573284106 35,008 185,000 SH   SOLE   185,000 0 0
MICROSOFT CORP COM Common 594918104 171,661 1,088,457 SH   SOLE   1,088,457 0 0
NIKE INC CL B Common 654106103 71,487 864,000 SH   SOLE   735,000 0 0
REPUBLIC SVCS INC COM Common 760759100 71,157 948,000 SH   SOLE   883,500 0 0
SALESFORCE COM INC COM STK Common 79466L302 62,487 434,000 SH   SOLE   385,500 0 0
VISA INC COM CL A STK Common 92826C839 108,313 672,251 SH   SOLE   610,000 0 0
WALMART INC COM Common 931142103 97,031 854,000 SH   SOLE   750,000 0 0
WALT DISNEY CO Common 254687103 38,833 402,000 SH   SOLE   330,000 0 0