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 INC | COM | 00724F101 | 239,841 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 163,950 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 2,276,680 | 28,000,000 | SH | SOLE | 28,000,000 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 95,375 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 191,900 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| CAMPBELL SOUP CO | COM | 134429109 | 800,730 | 21,000,000 | SH | SOLE | 21,000,000 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 165,095 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 74,320 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 59,360 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 184,096 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 489,794 | 3,710,000 | SH | SOLE | 3,710,000 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 466,196 | 8,745,000 | SH | SOLE | 8,745,000 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | CL A FOUNDERS SH | 30734W109 | 156,140 | 15,692,500 | SH | SOLE | 15,692,500 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | UNIT 06/01/2025 | 30734W208 | 41,600 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 358,106 | 9,755,000 | SH | SOLE | 9,755,000 | 0 | 0 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 64,395 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| IQVIA HLDGS INC | COM | 46266C105 | 234,476 | 1,630,000 | SH | SOLE | 1,630,000 | 0 | 0 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 3,218 | 38,260 | SH | SOLE | 38,260 | 0 | 0 | ||
| KADMON HLDGS INC | COM | 48283N106 | 24,836 | 9,407,745 | SH | SOLE | 9,407,745 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 209,475 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 58,970 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 142,624 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 363,440 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 148,960 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 160,018 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 186,085 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 63,360 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 251,476 | 6,661,604 | SH | SOLE | 6,661,604 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 835,207 | 6,480,000 | SH | SOLE | 6,480,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 234,285 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 249,700 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||