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
AMAZON COM INC COM 023135106   31,566,500 175,000 SH   SOLE   175,000 0 0
AON PLC SHS CL A G0403H108   21,691,800 65,000 SH   SOLE   65,000 0 0
COSTAR GROUP INC COM 22160N109   28,980,000 300,000 SH Call SOLE   0 0 0
CSX CORP COM 126408103   23,168,750 625,000 SH   SOLE   625,000 0 0
EPAM SYS INC COM 29414B104   14,498,400 52,500 SH   SOLE   52,500 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   44,943,150 345,000 SH   SOLE   345,000 0 0
GARTNER INC COM 366651107   11,916,750 25,000 SH   SOLE   25,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   20,712,540 118,000 SH   SOLE   118,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   24,737,400 180,000 SH   SOLE   180,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   100,393,325 1,167,500 SH   SOLE   1,167,500 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   10,748,750 125,000 SH Call SOLE   0 0 0
MICROSOFT CORP COM 594918104   21,036,000 50,000 SH   SOLE   50,000 0 0
MOODYS CORP COM 615369105   17,686,350 45,000 SH   SOLE   45,000 0 0
SHERWIN WILLIAMS CO COM 824348106   13,059,608 37,600 SH   SOLE   37,600 0 0
SHERWIN WILLIAMS CO COM 824348106   10,299,900 30,000 SH Call SOLE   0 0 0
TRANSUNION COM 89400J107   21,147,000 265,000 SH   SOLE   265,000 0 0
VISA INC COM CL A 92826C839   18,837,900 67,500 SH   SOLE   67,500 0 0