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

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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
BROADCOM INC COM 11135F101 66,969 276,000 SH   SOLE   276,000 0 0
FACEBOOK INC CL A 30303M102 39,058 201,000 SH   SOLE   201,000 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 148,045 5,113,804 SH   SOLE   5,113,804 0 0
GRACE W R & CO DEL NEW COM 38388F108 488,411 6,662,275 SH   SOLE   6,662,275 0 0
PTC INC COM 69370C100 110,564 1,178,596 SH   SOLE   1,178,596 0 0
VISA INC COM CL A 92826C839 36,424 275,000 SH   SOLE   275,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 82,924 2,273,149 SH   SOLE   2,273,149 0 0