The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
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
ALBANY MOLECULAR RESH INC COM 012423109 37,905 2,820,295 SH   SOLE   2,820,295 0 0
BROADCOM LTD SHS Y09827109 86,230 554,890 SH   SOLE   554,890 0 0
CRITEO S A SPONS ADR 226718104 11,758 256,047 SH   SOLE   256,047 0 0
FERRARI N V COM N3167Y103 49,890 1,220,737 SH   SOLE   1,220,737 0 0
INC RESH HLDGS INC CL A 45329R109 60,619 1,589,788 SH   SOLE   1,589,788 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 53,388 1,283,369 SH   SOLE   1,283,369 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 3,693 53,110 SH   SOLE   53,110 0 0
SEALED AIR CORP NEW COM 81211K100 57,401 1,248,658 SH   SOLE   1,248,658 0 0
SHERWIN WILLIAMS CO COM 824348106 30,996 105,547 SH   SOLE   105,547 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 31,605 735,000 SH   SOLE   735,000 0 0
TELECOM ITALIA S P A NEW SPON ADR ORD 87927Y102 1,677 205,297 SH   SOLE   205,297 0 0
TRANSDIGM GROUP INC COM 893641100 38,019 144,179 SH   SOLE   144,179 0 0
VISA INC COM CL A 92826C839 25,270 340,706 SH   SOLE   340,706 0 0
ZAYO GROUP HLDGS INC COM 98919V105 60,562 2,168,336 SH   SOLE   2,168,336 0 0