The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 162,452 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 953,989 | 12,890,000 | SH | SOLE | 12,890,000 | 0 | 0 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 114,397 | 935,000 | SH | SOLE | 935,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 110,014 | 4,978,000 | SH | SOLE | 4,978,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 150,377 | 2,519,305 | SH | SOLE | 2,519,305 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 155,684 | 1,345,000 | SH | SOLE | 1,345,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 151,565 | 2,195,000 | SH | SOLE | 2,195,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 145,820 | 2,130,000 | SH | SOLE | 2,130,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 181,301 | 629,692 | SH | SOLE | 629,692 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 129,187 | 2,350,134 | SH | SOLE | 2,350,134 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 184,319 | 1,785,000 | SH | SOLE | 1,785,000 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 145,218 | 3,855,000 | SH | SOLE | 3,855,000 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 29,817 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||