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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
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 2,811,730 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