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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 127,828 167,555 SH   SOLE   167,555 0 0
AMAZON.COM, INC. COM 023135106 25,039 42,179 SH   SOLE   42,179 0 0
BAXTER INTERNATIONAL INC. COM 071813109 105,831 2,576,206 SH   SOLE   2,576,206 0 0
CABLE ONE INC COM 12685J105 62,809 143,684 SH   SOLE   143,684 0 0
CDK Global, Inc. COM 12508E101 43,235 928,786 SH   SOLE   928,786 0 0
COTY INC COM CL A 222070203 31,807 1,117,034 SH   SOLE   1,117,034 0 0
Equinix, Inc. COM 29444U700 30,525 92,300 SH   SOLE   92,300 0 0
F M C CORP COM NEW 302491303 108,331 2,683,442 SH   SOLE   2,683,442 0 0
MICROSOFT CORP COM 594918104 129,937 2,352,649 SH   SOLE   2,352,649 0 0
MONSANTO COMPANY COM 61166W101 60,492 689,445 SH   SOLE   689,445 0 0
PAYPAL HOLDINGS, INC. COM 70450Y103 59,693 1,546,451 SH   SOLE   1,546,451 0 0