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
ACTIVISION BLIZZARD INC COM 00507V109 12,068 155,006 SH   SOLE   155,006 0 0
AON PLC SHS CL A G0403H108 12,607 46,748 SH   SOLE   46,748 0 0
ARISTA NETWORKS INC COM 040413106 9,580 102,205 SH   SOLE   102,205 0 0
BATH & BODY WORKS INC COM 070830104 5,623 208,903 SH   SOLE   208,903 0 0
CHEMED CORP NEW COM 16359R103 11,652 24,824 SH   SOLE   24,824 0 0
CIENA CORP COM NEW 171779309 11,749 257,102 SH   SOLE   257,102 0 0
CIGNA CORP NEW COM 125523100 13,445 51,021 SH   SOLE   51,021 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 96,193 1,863,855 SH   SOLE   1,863,855 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 10,432 145,782 SH   SOLE   145,782 0 0
HOLOGIC INC COM 436440101 12,172 175,647 SH   SOLE   175,647 0 0
ICON PLC SHS G4705A100 123,838 571,474 SH   SOLE   571,474 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 71,374 1,918,665 SH   SOLE   1,918,665 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 91,194 4,128,326 SH   SOLE   4,128,326 0 0
LOCKHEED MARTIN CORP COM 539830109 15,327 35,648 SH   SOLE   35,648 0 0
MICROSOFT CORP COM 594918104 10,638 41,424 SH   SOLE   41,424 0 0
NORTHROP GRUMMAN CORP COM 666807102 14,152 29,573 SH   SOLE   29,573 0 0
QUALCOMM INC COM 747525103 12,850 100,601 SH   SOLE   100,601 0 0
RALPH LAUREN CORP CL A 751212101 8,492 94,727 SH   SOLE   94,727 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 11,458 281,885 SH   SOLE   281,885 0 0