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
APACHE CORP COM 37411105 8,370 213,751 SH   SOLE   163,641 0 50,110
BUNGE LIMITED COM G16962105 301,651 411,539 SH   SOLE   312,719 0 98,820
FRESH MARKET(THE) COM 35804H106 38,530 1,705,622 SH   SOLE   1,297,232 0 408,390
GOLAR LNG LTD ORD G9456A100 41,388 1,484,497 SH   SOLE   1,066,787 0 417,710
INTUIT COM 461202103 57,310 645,748 SH   SOLE   492,248 0 153,500
LENNAR CORP CL A 526057104 36,039 748,787 SH   SOLE   576,637 0 172,150
LENNAR CORP CL B 526057302 1,342 33,891 SH   SOLE   21,261 0 12,630
MONDELEZ INTL INC COM 609207105 70,237 1,670,710 SH   SOLE   1,273,370 0 397,340
MOSAIC CO COM 61945C103 19,519 627,419 SH   SOLE   479,739 0 147,680
NETSUITE INC COM 64118Q107 27,266 324,978 SH   SOLE   247,578 0 77,400
NEWS CORP NEW COM CL A 65249B109 36,841 2,896,330 SH   SOLE   2,399,060 0 497,270
NEWS CORP NEW COM CL B 65249B208 22,280 1,724,490 SH   SOLE   1,215,350 0 509,140
PEPSICO INC COM 713448108 57,961 614,643 SH   SOLE   470,083 0 144,560
ST JOE CO COM 790148100 49,165 2,570,068 SH   SOLE   1,929,568 0 640,500
UBIQUITI NETWORKS COM 90347A100 28,527 841,753 SH   SOLE   644,733 0 197,020
UNITED PARCEL SERVIC CL B 911312106 34,660 351,196 SH   SOLE   270,056 0 81,140
YUM BRANDS INC COM 988498101 42,806 535,412 SH   SOLE   386,392 0 149,020