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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AIR PRODS & CHEMS INCCOM0091581062,621,65120,549,076SH SOLE 20,549,07600
CANADIAN PAC RY LTDCOM13645T1002,001,49413,940,890SH SOLE 13,940,89000
HOWARD HUGHES CORPCOM44267D107409,3943,568,017SH SOLE 3,568,01700
MONDELEZ INTL INCCL A6092071051,815,74943,366,342SH SOLE 43,366,34200
PLATFORM SPECIALTY PRODS CORCOM72766Q105540,62842,737,394SH SOLE 42,737,39400
RESTAURANT BRANDS INTL INCCOM76131D1031,365,10338,003,984SH SOLE 38,003,98400
VALEANT PHARMACEUTICALS INTLCOM91911K1023,473,76019,473,933SH SOLE 19,473,93300
ZOETIS INCCL A98978V1031,722,27741,823,145SH SOLE 41,823,14500