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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 14,161,750 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | |||
| BATH & BODY WORKS INC | COM | 070830104 | 16,856,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 466,538,000 | 4,450,000 | SH | SOLE | 4,450,000 | 0 | 0 | |||
| INTERNATIONAL FLAVORS&FRAGRA | CALL | 459506901 | 71,500,000 | 6,500 | SH | SOLE | 0 | 0 | 6,500 | |||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 19,337,250 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | |||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 26,560,800 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | |||
| INTUIT | COM | 461202103 | 21,407,100 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 119,897,600 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | |||