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 | 29,505 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| CATALENT INC | COM | 148806902 | 11,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | ||
| CLARIVATE PLC | COM | G21810109 | 13,580 | 1,425,000 | SH | SOLE | 1,425,000 | 0 | 0 | |||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 28,818 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 18,658 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | |||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 325,523 | 4,090,000 | SH | SOLE | 4,090,000 | 0 | 0 | |||
| INTUIT | COM | 461202103 | 22,909 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 94,410 | 905,000 | SH | SOLE | 905,000 | 0 | 0 | |||
| RAPID7 INC | COM | 753422104 | 9,056 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| SHERWIN WILLIAMS CO | COM | 824348106 | 21,242 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| VAIL RESORTS INC | COM | 91879Q109 | 17,623 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||