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 87,684 103,425 SH   SOLE   103,425 0 0
BANK AMER CORP COM 060505104 101,424 4,299,457 SH   SOLE   4,299,457 0 0
BAXTER INTL INC COM 071813109 117,927 2,273,945 SH   SOLE   2,273,945 0 0
COMCAST CORP COM CL A 20030N101 88,541 2,355,442 SH   SOLE   2,355,442 0 0
COTY INC COM CL A 222070203 86,827 4,789,152 SH   SOLE   4,789,152 0 0
EXPEDIA INC DEL COM NEW 30212P303 75,255 596,460 SH   SOLE   596,460 0 0
F M C CORP COM NEW 302491303 81,606 1,172,674 SH   SOLE   1,172,674 0 0
LIBERTY TRIPADVISOR HLDGS IN SERIES A COM 531465102 26,542 1,882,413 SH   SOLE   1,882,413 0 0
MICROSOFT CORP COM 594918104 116,347 1,766,578 SH   SOLE   1,766,578 0 0
PAYPAL HLDGS INC COM 70450Y103 59,547 1,384,167 SH   SOLE   1,384,167 0 0
TRIPADVISOR INC COM 896945201 53,898 1,248,795 SH   SOLE   1,248,795 0 0