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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
QIAGEN NV | SHS NEW | N72482123 | 54,592 | 1,114,127 | SH | SOLE | 1,114,127 | 0 | 0 | ||
ASPEN TECHNOLOGY | COM | 045327103 | 47,230 | 285,603 | SH | SOLE | 285,603 | 0 | 0 | ||
CNH INDUSTRIAL N | SHS | N20944109 | 33,017 | 2,081,790 | SH | SOLE | 2,081,790 | 0 | 0 | ||
INTERCONTINENTAL | COM | 45866F104 | 39,501 | 298,976 | SH | SOLE | 298,976 | 0 | 0 | ||
MONSTER BEVERAGE | COM | 61174X109 | 35,257 | 441,264 | SH | SOLE | 441,264 | 0 | 0 | ||
NUVASIVE INC | COM | 670704105 | 3,058 | 53,933 | SH | SOLE | 53,933 | 0 | 0 | ||
TERMINIX GLOBAL | COM | 88087E100 | 60,888 | 1,334,393 | SH | SOLE | 1,334,393 | 0 | 0 | ||
ENCOMPASS HEALTH | COM | 29261A100 | 18,501 | 260,172 | SH | SOLE | 260,172 | 0 | 0 | ||
ENVESTNET INC | COM | 29404K106 | 8,908 | 119,661 | SH | SOLE | 119,661 | 0 | 0 | ||
MARAVAI LIFESC-A | COM CL A | 56600D107 | 39,189 | 1,111,102 | SH | SOLE | 1,111,102 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 23,506 | 361,355 | SH | SOLE | 361,355 | 0 | 0 | ||
SWITCH INC- A | CL A | 87105L104 | 11,829 | 383,812 | SH | SOLE | 383,812 | 0 | 0 | ||
ZIMMER BIOMET HO | COM | 98956P102 | 30,339 | 237,211 | SH | SOLE | 237,211 | 0 | 0 |