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 | 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 |