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
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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
ALEXION PHARMACEUTICALS INC COM 015351109 76,987 635,000 SH   SOLE   635,000 0 0
ALPHABET INC CAP STK CL A 02079K305 173,799 205,000 SH   SOLE   205,000 0 0
AUTODESK INC COM 052769106 1,114,598 12,890,000 SH   SOLE   12,890,000 0 0
BANK AMER CORP COM 060505104 117,431 4,978,000 SH   SOLE   4,978,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 112,567 2,070,000 SH   SOLE   2,070,000 0 0
CDK GLOBAL INC COM 12508E101 42,257 650,000 SH   SOLE   650,000 0 0
CELGENE CORP COM 151020104 205,310 1,650,000 SH   SOLE   1,650,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 168,570 515,000 SH   SOLE   515,000 0 0
CIT GROUP INC COM NEW 125581801 69,547 1,620,000 SH   SOLE   1,620,000 0 0
COMCAST CORP NEW CL A 20030N101 165,020 4,390,000 SH   SOLE   4,390,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 199,289 3,110,000 SH   SOLE   3,110,000 0 0
FACEBOOK INC CL A 30303M102 81,679 575,000 SH   SOLE   575,000 0 0
HUMANA INC COM 444859102 77,303 375,000 SH   SOLE   375,000 0 0
KATE SPADE & CO COM 485865109 145,188 6,250,000 SH   SOLE   6,250,000 0 0
SALESFORCE COM INC COM 79466L302 175,704 2,130,000 SH   SOLE   2,130,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 160,946 3,855,000 SH   SOLE   3,855,000 0 0