The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ADOBE SYS INC | COM | 00724F101 | 374,051 | 1,534,189 | SH | SOLE | 1,534,189 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 329,171 | 1,774,219 | SH | SOLE | 1,774,219 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 202,843 | 2,747,061 | SH | SOLE | 2,747,061 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 163,578 | 487,551 | SH | SOLE | 487,551 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 220,110 | 1,005,667 | SH | SOLE | 1,005,667 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 52,829 | 934,030 | SH | SOLE | 934,030 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 179,415 | 1,283,369 | SH | SOLE | 1,283,369 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 182,503 | 2,768,551 | SH | SOLE | 2,768,551 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 260,056 | 2,915,100 | SH | SOLE | 2,915,100 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 367,561 | 1,891,523 | SH | SOLE | 1,891,523 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | UNIT 06/01/2025 | 30734W208 | 28,396 | 2,786,700 | SH | SOLE | 2,786,700 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 171,714 | 2,169,202 | SH | SOLE | 2,169,202 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 180,692 | 2,575,432 | SH | SOLE | 2,575,432 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 31,774 | 250,981 | SH | SOLE | 250,981 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 120,558 | 1,986,127 | SH | SOLE | 1,986,127 | 0 | 0 | ||
| PBF ENERGY INC | CL A | 69318G106 | 41,238 | 983,500 | SH | SOLE | 983,500 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 231,777 | 3,843,734 | SH | SOLE | 3,843,734 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 431,044 | 3,160,148 | SH | SOLE | 3,160,148 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 40,010 | 320,000 | SH | Call | SOLE | 320,000 | 0 | 0 | |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 164,052 | 1,312,102 | SH | SOLE | 1,312,102 | 0 | 0 | ||