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 |
| ADOBE SYS INC | COM | 00724F101 | 242,955 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 666,454 | 4,045,000 | SH | SOLE | 4,045,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 532,450 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 5,700 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 2,775,240 | 36,000,000 | SH | SOLE | 36,000,000 | 0 | 0 | ||
| CAMPBELL SOUP CO | COM | 134429109 | 659,340 | 18,000,000 | SH | SOLE | 18,000,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 517,488 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 353,145 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 202,946 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 67,595 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DOVER CORP | COM | 260003108 | 354,120 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 781,366 | 12,150,000 | SH | SOLE | 12,150,000 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | CL A FOUNDERS SH | 30734W109 | 1,613,189 | 15,692,500 | SH | SOLE | 15,692,500 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | UNIT 06/01/2025 | 30734W208 | 41,120 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 194,610 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 3,535 | 42,542 | SH | SOLE | 42,542 | 0 | 0 | ||
| KADMON HLDGS INC | COM | 48283N106 | 31,422 | 9,407,745 | SH | SOLE | 9,407,745 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 241,387 | 5,170,000 | SH | SOLE | 5,170,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 279,895 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 319,230 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 468,917 | 4,100,000 | SH | SOLE | 4,100,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 467,662 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 794,952 | 9,050,000 | SH | SOLE | 9,050,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 192,440 | 984,900 | SH | SOLE | 984,900 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 79,515 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 290,032 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 327,684 | 6,661,604 | SH | SOLE | 6,661,604 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 1,174,404 | 8,400,000 | SH | SOLE | 8,400,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 255,153 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 308,874 | 3,050,000 | SH | SOLE | 3,050,000 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 63,094 | 3,135,900 | SH | SOLE | 3,135,900 | 0 | 0 | ||