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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
Expires: July 31, 2015
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
AMPHENOL CORP CL A 032095101 95,768,208 543,150 SH SOLE 543,150 0 0
CORNING INC COM 219350105 152,568,339 597,300 SH SOLE 597,300 0 0
HEALTHEQUITY INC COM 42226A107 82,667,186 915,270 SH SOLE 915,270 0 0
MASTERCARD INCORPORATED CL A 57636Q104 219,127,440 426,650 SH SOLE 426,650 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 552,945,000 573,000 SH SOLE 573,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 109,961,635 239,500 SH SOLE 239,500 0 0
TRANSDIGM GROUP INC COM 893641100 116,593,461 87,530 SH SOLE 87,530 0 0
TTM TECHNOLOGIES INC COM 87305R109 189,234,317 1,011,840 SH SOLE 1,011,840 0 0
US FOODS HLDG CORP COM 912008109 111,299,125 1,088,500 SH SOLE 1,088,500 0 0