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
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
ALPHABET INC CAP STK CL A 02079K305 22,452 8,398 SH   SOLE   8,398 0 0
AON PLC SHS CL A G0403H108 23,566 82,466 SH   SOLE   82,466 0 0
ARISTA NETWORKS INC COM 040413106 23,158 67,392 SH   SOLE   67,392 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 17,166 216,336 SH   SOLE   216,336 0 0
CHEMED CORP NEW COM 16359R103 20,398 43,856 SH   SOLE   43,856 0 0
CIENA CORP COM NEW 171779309 23,399 455,684 SH   SOLE   455,684 0 0
CIGNA CORP NEW COM 125523100 17,962 89,741 SH   SOLE   89,741 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 110,489 1,998,365 SH   SOLE   1,998,365 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 17,882 203,211 SH   SOLE   203,211 0 0
HOLOGIC INC COM 436440101 22,911 310,414 SH   SOLE   310,414 0 0
ICON PLC SHS G4705A100 169,952 648,624 SH   SOLE   648,624 0 0
INTEL CORP COM 458140100 17,242 323,614 SH   SOLE   323,614 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 91,987 1,982,067 SH   SOLE   1,982,067 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 132,322 4,491,598 SH   SOLE   4,491,598 0 0
LOCKHEED MARTIN CORP COM 539830109 21,688 62,847 SH   SOLE   62,847 0 0
MICROSOFT CORP COM 594918104 23,426 83,098 SH   SOLE   83,098 0 0
QUALCOMM INC COM 747525103 19,137 148,372 SH   SOLE   148,372 0 0
RALPH LAUREN CORP CL A 751212101 18,704 168,449 SH   SOLE   168,449 0 0
VULCAN MATLS CO COM 929160109 21,696 128,261 SH   SOLE   128,261 0 0