The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |