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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   15,321,272 181,747 SH   SOLE   181,747 0 0
ALPHABET INC CAP STK CL A 02079K305   21,029,015 175,681 SH   SOLE   175,681 0 0
AMAZON COM INC COM 023135106   16,765,990 128,613 SH   SOLE   128,613 0 0
AON PLC SHS CL A G0403H108   18,850,336 54,607 SH   SOLE   54,607 0 0
ARISTA NETWORKS INC COM 040413106   14,208,286 87,673 SH   SOLE   87,673 0 0
BATH & BODY WORKS INC COM 070830104   9,085,125 242,270 SH   SOLE   242,270 0 0
CHEMED CORP NEW COM 16359R103   15,707,346 28,998 SH   SOLE   28,998 0 0
CIENA CORP COM NEW 171779309   12,760,809 300,325 SH   SOLE   300,325 0 0
CIGNA CORP NEW COM 125523100   16,722,637 59,596 SH   SOLE   59,596 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104   99,420,257 1,543,074 SH   SOLE   1,543,074 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   14,282,251 170,677 SH   SOLE   170,677 0 0
HOLOGIC INC COM 436440101   16,612,938 205,174 SH   SOLE   205,174 0 0
ICON PLC SHS G4705A100   173,814,690 694,703 SH   SOLE   694,703 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105   77,861,747 2,139,059 SH   SOLE   2,139,059 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   62,421,940 3,512,771 SH   SOLE   3,512,771 0 0
LOCKHEED MARTIN CORP COM 539830109   19,170,683 41,641 SH   SOLE   41,641 0 0
MICROSOFT CORP COM 594918104   13,458,481 39,521 SH   SOLE   39,521 0 0
NORTHROP GRUMMAN CORP COM 666807102   15,768,856 34,596 SH   SOLE   34,596 0 0
QUALCOMM INC COM 747525103   13,988,628 117,512 SH   SOLE   117,512 0 0
RALPH LAUREN CORP CL A 751212101   13,798,872 111,913 SH   SOLE   111,913 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   135,407,580 1,224,300 SH   SOLE   1,224,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   105,461,400 1,045,000 SH   SOLE   1,045,000 0 0