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
Estimated average burden
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   15,552 181,710 SH   SOLE   181,710 0 0
ALPHABET INC CAP STK CL A 02079K305   18,219 175,645 SH   SOLE   175,645 0 0
AON PLC SHS CL A G0403H108   17,273 54,786 SH   SOLE   54,786 0 0
ARISTA NETWORKS INC COM 040413106   20,078 119,617 SH   SOLE   119,617 0 0
BATH & BODY WORKS INC COM 070830104   8,942 244,462 SH   SOLE   244,462 0 0
CHEMED CORP NEW COM 16359R103   15,644 29,093 SH   SOLE   29,093 0 0
CIENA CORP COM NEW 171779309   15,824 301,311 SH   SOLE   301,311 0 0
CIGNA CORP NEW COM 125523100   15,278 59,792 SH   SOLE   59,792 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104   131,688 2,224,837 SH   SOLE   2,224,837 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   14,612 171,065 SH   SOLE   171,065 0 0
HOLOGIC INC COM 436440101   16,611 205,848 SH   SOLE   205,848 0 0
ICON PLC SHS G4705A100   145,728 682,283 SH   SOLE   682,283 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105   77,995 2,141,555 SH   SOLE   2,141,555 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   100,599 4,936,207 SH   SOLE   4,936,207 0 0
LOCKHEED MARTIN CORP COM 539830109   19,750 41,779 SH   SOLE   41,779 0 0
MICROSOFT CORP COM 594918104   11,391 39,513 SH   SOLE   39,513 0 0
NORTHROP GRUMMAN CORP COM 666807102   16,007 34,669 SH   SOLE   34,669 0 0
QUALCOMM INC COM 747525103   15,041 117,900 SH   SOLE   117,900 0 0
RALPH LAUREN CORP CL A 751212101   13,054 111,890 SH   SOLE   111,890 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   109,120 1,157,282 SH   SOLE   1,157,282 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   94,499 1,015,900 SH   SOLE   1,015,900 0 0