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 |
| ADOBE SYS INC | COM | 00724F101 | 268,849 | 995,922 | SH | SOLE | 995,922 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 218,569 | 797,550 | SH | SOLE | 797,550 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 237,959 | 3,086,770 | SH | SOLE | 3,086,770 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 295,006 | 793,240 | SH | SOLE | 793,240 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 91,533 | 2,377,470 | SH | SOLE | 2,377,470 | 0 | 0 | ||
| CATERPILLAR INC DEL | COM | 149123101 | 193,915 | 1,271,655 | SH | SOLE | 1,271,655 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 240,463 | 1,115,218 | SH | SOLE | 1,115,218 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 2,339 | 45,400 | SH | SOLE | 45,400 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 171,881 | 1,143,360 | SH | SOLE | 1,143,360 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 280,125 | 4,355,860 | SH | SOLE | 4,355,860 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 34,743 | 995,800 | SH | SOLE | 995,800 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 26,154 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| F M C CORP | COM NEW | 302491303 | 263,260 | 3,019,730 | SH | SOLE | 3,019,730 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | UNIT 06/01/2025 | 30734W208 | 28,647 | 2,786,700 | SH | SOLE | 2,786,700 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 192,900 | 2,387,970 | SH | SOLE | 2,387,970 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 15,625 | 520,830 | SH | SOLE | 520,830 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 15,450 | 515,000 | SH | Put | SOLE | 515,000 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 299,838 | 3,749,382 | SH | SOLE | 3,749,382 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 267,623 | 3,772,520 | SH | SOLE | 3,772,520 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 459,395 | 4,016,740 | SH | SOLE | 4,016,740 | 0 | 0 | ||
| PBF ENERGY INC | CL A | 69318G106 | 72,154 | 1,445,680 | SH | SOLE | 1,445,680 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 241,323 | 4,070,900 | SH | SOLE | 4,070,900 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 428,990 | 2,697,541 | SH | SOLE | 2,697,541 | 0 | 0 | ||