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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 1,094,944 7,601,140 SH   SOLE   7,601,140 0 0
CANADIAN PAC RY LTD COM 13645T100 1,849,817 13,940,890 SH   SOLE   13,940,890 0 0
HOWARD HUGHES CORP COM 44267D107 377,817 3,568,017 SH   SOLE   3,568,017 0 0
MONDELEZ INTL INC CL A 609207105 920,442 22,942,225 SH   SOLE   22,942,225 0 0
NOMAD HLDGS LTD USD ORD SHS G6564A105 300,333 33,333,334 SH   SOLE   33,333,334 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 367,542 42,737,394 SH   SOLE   42,737,394 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,520,216 39,150,551 SH   SOLE   39,150,551 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 567,847 21,591,122 SH   SOLE   21,591,122 0 0
ZOETIS INC CL A 98978V103 1,854,020 41,823,145 SH   SOLE   41,823,145 0 0