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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BECTON DICKINSON & CO COM 075887109   19,024,297 72,059 SH   SOLE   72,059 0 0
CROWN CASTLE INC COM 22822V101   38,995,167 342,243 SH   SOLE   342,243 0 0
DANAHER CORPORATION COM 235851102   44,486,400 185,360 SH   SOLE   185,360 0 0
ENTEGRIS INC COM 29362U104   9,135,668 82,437 SH   SOLE   82,437 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   18,834,266 166,557 SH   SOLE   166,557 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   45,459,898 571,176 SH   SOLE   571,176 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,387,700 30,000 SH Call SOLE   30,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   41,559,750 112,500 SH Put SOLE   112,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   18,727,000 100,000 SH Put SOLE   100,000 0 0
MOLINA HEALTHCARE INC COM 60855R100   11,982,725 39,778 SH   SOLE   39,778 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   70,924,800 160,000 SH Put SOLE   160,000 0 0
STERIS PLC SHS USD G8473T100   18,451,285 82,013 SH   SOLE   82,013 0 0
VAIL RESORTS INC COM 91879Q109   17,738,003 70,456 SH   SOLE   70,456 0 0
VISA INC COM CL A 92826C839   36,530,361 153,825 SH   SOLE   153,825 0 0