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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

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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
AIR PRODS & CHEMS INC COM 009158106 2,811,730 20,549,076 SH   SOLE   20,549,076 0 0
CANADIAN PAC RY LTD COM 13645T100 2,233,749 13,940,890 SH   SOLE   13,940,890 0 0
HOWARD HUGHES CORP COM 44267D107 512,153 3,568,017 SH   SOLE   3,568,017 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 1,093,223 42,737,394 SH   SOLE   42,737,394 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,452,132 38,003,984 SH   SOLE   38,003,984 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 4,326,134 19,473,933 SH   SOLE   19,473,933 0 0
ZOETIS INC CL A 98978V103 2,016,712 41,823,145 SH   SOLE   41,823,145 0 0