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 |
| ALPHABET INC CL C | COM | 02079K107 | 26,118 | 12,626 | SH | SOLE | 12,626 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 26,953 | 89,282 | SH | SOLE | 89,282 | 0 | 0 | ||
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 20,894 | 259,468 | SH | SOLE | 259,468 | 0 | 0 | ||
| CERNER CORP | COM | 156782104 | 19,919 | 277,121 | SH | SOLE | 277,121 | 0 | 0 | ||
| CHEMED CORP NEW | COM | 16359R103 | 26,263 | 57,117 | SH | SOLE | 57,117 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 28,902 | 528,189 | SH | SOLE | 528,189 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 25,859 | 106,971 | SH | SOLE | 106,971 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 123,238 | 2,362,702 | SH | SOLE | 2,362,702 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | 23,991 | 243,029 | SH | SOLE | 243,029 | 0 | 0 | ||
| EBAY INC. | COM | 278642103 | 27,422 | 447,794 | SH | SOLE | 447,794 | 0 | 0 | ||
| HOLOGIC INC | COM | 436440101 | 24,951 | 335,466 | SH | SOLE | 335,466 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 22,369 | 231,139 | SH | SOLE | 231,139 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 24,791 | 387,366 | SH | SOLE | 387,366 | 0 | 0 | ||
| KB FINANCIAL GROUP INC | SPONSORED ADR | 48241A105 | 83,628 | 1,691,866 | SH | SOLE | 1,691,866 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 112,119 | 4,389,950 | SH | SOLE | 4,389,950 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 23,336 | 98,980 | SH | SOLE | 98,980 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 22,746 | 171,555 | SH | SOLE | 171,555 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 24,732 | 200,815 | SH | SOLE | 200,815 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 27,812 | 495,948 | SH | SOLE | 495,948 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 25,883 | 153,384 | SH | SOLE | 153,384 | 0 | 0 | ||