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
AIR PRODS & CHEMS INC COM 009158106 2,673,640 20,549,076 SH   SOLE   20,549,076 0 0
CANADIAN PAC RY LTD COM 13645T100 1,778,858 13,940,890 SH   SOLE   13,940,890 0 0
HOWARD HUGHES CORP COM 44267D107 403,757 3,568,017 SH   SOLE   3,568,017 0 0
MONDELEZ INTL INC CL A 609207105 1,944,547 43,366,342 SH   SOLE   43,366,342 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 548,321 42,737,394 SH   SOLE   42,737,394 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,419,829 38,003,984 SH   SOLE   38,003,984 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,686,488 16,591,122 SH   SOLE   16,591,122 0 0
ZOETIS INC CL A 98978V103 2,004,165 41,823,145 SH   SOLE   41,823,145 0 0