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 |
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 |