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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 203,616 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 276,428 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 1,842,960 | 28,000,000 | SH | SOLE | 28,000,000 | 0 | 0 | ||
| CAMPBELL SOUP CO | COM | 134429109 | 692,790 | 21,000,000 | SH | SOLE | 21,000,000 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 109,204 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 281,435 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 320,703 | 3,110,000 | SH | SOLE | 3,110,000 | 0 | 0 | ||
| DOVER CORP | COM | 260003108 | 43,634 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 516,360 | 9,655,200 | SH | SOLE | 9,655,200 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | CL A FOUNDERS SH | 30734W109 | 158,337 | 15,692,500 | SH | SOLE | 15,692,500 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | UNIT 06/01/2025 | 30734W208 | 40,360 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 189,357 | 1,630,000 | SH | SOLE | 1,630,000 | 0 | 0 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 3,336 | 39,896 | SH | SOLE | 39,896 | 0 | 0 | ||
| KADMON HLDGS INC | COM | 48283N106 | 19,568 | 9,407,745 | SH | SOLE | 9,407,745 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 212,038 | 2,775,000 | SH | SOLE | 2,775,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 338,462 | 4,025,000 | SH | SOLE | 4,025,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 135,952 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 160,940 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 299,247 | 1,719,413 | SH | SOLE | 1,719,413 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 264,732 | 6,661,604 | SH | SOLE | 6,661,604 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 197,910 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 201,011 | 2,630,000 | SH | SOLE | 2,630,000 | 0 | 0 | ||