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 11,523 155,006 SH   SOLE   155,006 0 0
AON PLC SHS CL A G0403H108 12,522 46,748 SH   SOLE   46,748 0 0
ARISTA NETWORKS INC COM 040413106 11,537 102,205 SH   SOLE   102,205 0 0
BATH & BODY WORKS INC COM 070830104 6,810 208,903 SH   SOLE   208,903 0 0
CHEMED CORP NEW COM 16359R103 10,837 24,824 SH   SOLE   24,824 0 0
CIENA CORP COM NEW 171779309 10,394 257,102 SH   SOLE   257,102 0 0
CIGNA CORP NEW COM 125523100 14,156 51,021 SH   SOLE   51,021 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 84,200 1,975,612 SH   SOLE   1,975,612 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 9,497 145,782 SH   SOLE   145,782 0 0
HOLOGIC INC COM 436440101 11,332 175,647 SH   SOLE   175,647 0 0
ICON PLC SHS G4705A100 110,803 602,914 SH   SOLE   602,914 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 61,736 2,048,308 SH   SOLE   2,048,308 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 72,093 4,369,314 SH   SOLE   4,369,314 0 0
LOCKHEED MARTIN CORP COM 539830109 13,770 35,648 SH   SOLE   35,648 0 0
MICROSOFT CORP COM 594918104 9,647 41,424 SH   SOLE   41,424 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,908 29,573 SH   SOLE   29,573 0 0
QUALCOMM INC COM 747525103 11,365 100,601 SH   SOLE   100,601 0 0
RALPH LAUREN CORP CL A 751212101 8,045 94,727 SH   SOLE   94,727 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 10,793 281,885 SH   SOLE   281,885 0 0