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 119,913 149,134 SH   SOLE   149,134 0 0
BAXTER INTERNATIONAL INC. COM 071813109 138,889 2,917,846 SH   SOLE   2,917,846 0 0
CABLE ONE INC COM 12685J105 83,948 143,747 SH   SOLE   143,747 0 0
COTY INC COM CL A 222070203 50,978 2,169,258 SH   SOLE   2,169,258 0 0
DAVITA INC COM 23918K108 42,798 647,760 SH   SOLE   647,760 0 0
F M C CORP COM NEW 302491303 123,373 2,552,187 SH   SOLE   2,552,187 0 0
LIBERTY TRIPADVISOR HLDGS IN SERIES A COM 531465102 21,538 985,722 SH   SOLE   985,722 0 0
MICROSOFT CORP COM 594918104 125,038 2,170,793 SH   SOLE   2,170,793 0 0
PAYPAL HOLDINGS, INC. COM 70450Y103 85,692 2,091,591 SH   SOLE   2,091,591 0 0
TRIPADVISOR INC COM 896945201 85,749 1,357,218 SH   SOLE   1,357,218 0 0