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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BECTON DICKINSON & CO COM 075887109   17,015,928 65,818 SH   SOLE   65,818 0 0
CANADIAN NATL RY CO COM 136375102   16,167,278 149,241 SH   SOLE   149,241 0 0
CROWN CASTLE INC COM 22822V101   37,329,117 405,619 SH   SOLE   405,619 0 0
DANAHER CORPORATION COM 235851102   27,215,377 123,755 SH   SOLE   123,755 0 0
ENTEGRIS INC COM 29362U104   24,380,069 259,611 SH   SOLE   259,611 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   18,827,503 171,128 SH   SOLE   171,128 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   37,587,166 551,374 SH   SOLE   551,374 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   29,557,275 82,500 SH Put SOLE   82,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   21,208,800 120,000 SH Put SOLE   120,000 0 0
MOLINA HEALTHCARE INC COM 60855R100   7,367,360 22,469 SH   SOLE   22,469 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   44,885,400 105,000 SH Put SOLE   105,000 0 0
STERIS PLC SHS USD G8473T100   10,035,393 45,736 SH   SOLE   45,736 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   14,814,702 36,259 SH   SOLE   36,259 0 0
VAIL RESORTS INC COM 91879Q109   26,163,272 117,911 SH   SOLE   117,911 0 0
VISA INC COM CL A 92826C839   22,945,108 99,757 SH   SOLE   99,757 0 0