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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 19,685,700 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | |||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 6,791,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 32,507,385 | 341,500 | SH | SOLE | 341,500 | 0 | 0 | |||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 11,471,900 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 377,955,600 | 4,110,000 | SH | SOLE | 4,110,000 | 0 | 0 | |||
| INTUIT | COM | 461202103 | 21,845,670 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | |||
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 122,169,550 | 985,000 | SH | SOLE | 985,000 | 0 | 0 | |||
| IRHYTHM TECHNOLOGIES INC | COM | 450056906 | 2,500,000 | 200 | SH | Call | SOLE | 200 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 9,347,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||