The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALLERGAN PLC | SHS | G0177J108 | 47,303 | 194,589 | SH | SOLE | 194,589 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 71,592 | 78,782 | SH | SOLE | 78,782 | 0 | 0 | ||
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 29,753 | 451,417 | SH | SOLE | 451,417 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 151,926 | 4,536,451 | SH | SOLE | 4,536,451 | 0 | 0 | ||
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 155,971 | 5,113,803 | SH | SOLE | 5,113,803 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 42,573 | 591,207 | SH | SOLE | 591,207 | 0 | 0 | ||
| PACIRA PHARMACEUTICALS INC | COM | 695127100 | 19,056 | 399,496 | SH | SOLE | 399,496 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 47,128 | 855,000 | SH | SOLE | 855,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 14,703 | 41,893 | SH | SOLE | 41,893 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 42,861 | 351,000 | SH | SOLE | 351,000 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 12,344 | 713,550 | SH | SOLE | 713,550 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 25,790 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 36,654 | 1,186,227 | SH | SOLE | 1,186,227 | 0 | 0 | ||