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 |
| ALBANY MOLECULAR RESH INC | COM | 012423109 | 50,534 | 3,060,800 | SH | SOLE | 3,060,800 | 0 | 0 | ||
| AON PLC | SHS CL A | G0408V102 | 52,318 | 465,087 | SH | SOLE | 465,087 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 61,909 | 358,890 | SH | SOLE | 358,890 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 6,144 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 63,643 | 1,226,737 | SH | SOLE | 1,226,737 | 0 | 0 | ||
| INC RESH HLDGS INC | CL A | 45329R109 | 36,846 | 826,525 | SH | SOLE | 826,525 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 26,675 | 598,369 | SH | SOLE | 598,369 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 83,703 | 1,826,771 | SH | SOLE | 1,826,771 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 29,328 | 106,007 | SH | SOLE | 106,007 | 0 | 0 | ||
| TELECOM ITALIA S P A NEW | SPON ADR ORD | 87927Y102 | 1,718 | 207,297 | SH | SOLE | 207,297 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 18,963 | 65,590 | SH | SOLE | 65,590 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 28,259 | 341,706 | SH | SOLE | 341,706 | 0 | 0 | ||
| WILIS TOWERS WATSON PUB LTD | SHS | G96629103 | 13,277 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 | 15,068 | 351,156 | SH | SOLE | 351,156 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 33,523 | 1,128,336 | SH | SOLE | 1,128,336 | 0 | 0 | ||