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 |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 95,228 | 323,930 | SH | SOLE | 323,930 | 0 | 0 | ||
ALPHABET INC CL C | COM | 02079K107 | 36,490 | 24,830 | SH | SOLE | 24,830 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 32,928 | 159,128 | SH | SOLE | 159,128 | 0 | 0 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 37,314 | 449,678 | SH | SOLE | 449,678 | 0 | 0 | ||
CERNER CORP | COM | 156782104 | 30,099 | 416,366 | SH | SOLE | 416,366 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 44,888 | 198,226 | SH | SOLE | 198,226 | 0 | 0 | ||
CHEMED CORP NEW | COM | 16359R103 | 28,876 | 60,115 | SH | SOLE | 60,115 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 37,277 | 939,212 | SH | SOLE | 939,212 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 27,575 | 162,772 | SH | SOLE | 162,772 | 0 | 0 | ||
COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 74,455 | 1,918,472 | SH | SOLE | 1,918,472 | 0 | 0 | ||
DOLBY LABORATORIES INC | COM CL A | 25659T107 | 32,706 | 493,461 | SH | SOLE | 493,461 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 35,197 | 675,576 | SH | SOLE | 675,576 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 29,777 | 379,289 | SH | SOLE | 379,289 | 0 | 0 | ||
KB FINANCIAL GROUP INC | SPONSORED ADR | 48241A105 | 33,201 | 1,033,657 | SH | SOLE | 1,033,657 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 36,282 | 172,501 | SH | SOLE | 172,501 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 39,010 | 331,500 | SH | SOLE | 331,500 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 20,743 | 305,184 | SH | SOLE | 305,184 | 0 | 0 | ||
RYANAIR HLDGS PLC | SPONSORED ADS | 783513203 | 64,206 | 785,300 | SH | SOLE | 785,300 | 0 | 0 | ||
TEXTRON INC | COM | 883203101 | 26,627 | 737,818 | SH | SOLE | 737,818 | 0 | 0 | ||
VMWARE INC | CL A COM | 928563402 | 35,753 | 248,856 | SH | SOLE | 248,856 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 23,812 | 191,915 | SH | SOLE | 191,915 | 0 | 0 |