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
ALLERGAN PLC SHS G0177J108 46,491 194,589 SH   SOLE   194,589 0 0
ALPHABET INC CAP STK CL C 02079K107 55,332 66,700 SH   SOLE   66,700 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 55,890 451,417 SH   SOLE   451,417 0 0
ATHENE HLDG LTD CL A G0684D107 25,820 516,508 SH   SOLE   516,508 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 231,075 7,359,071 SH   SOLE   7,359,071 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 158,496 4,854,386 SH   SOLE   4,854,386 0 0
GRACE W R & CO DEL NEW COM 38388F108 2,092 30,010 SH   SOLE   30,010 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 18,217 399,496 SH   SOLE   399,496 0 0
PTC INC COM 69370C100 44,930 855,000 SH   SOLE   855,000 0 0
SHERWIN WILLIAMS CO COM 824348106 25,436 82,000 SH   SOLE   82,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 32,316 288,000 SH   SOLE   288,000 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 7,870 713,550 SH   SOLE   713,550 0 0
VISA INC COM CL A 92826C839 24,439 275,000 SH   SOLE   275,000 0 0