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

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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 INCCOM0091581061,094,9447,601,140SH SOLE 7,601,14000
CANADIAN PAC RY LTDCOM13645T1001,849,81713,940,890SH SOLE 13,940,89000
HOWARD HUGHES CORPCOM44267D107377,8173,568,017SH SOLE 3,568,01700
MONDELEZ INTL INCCL A609207105920,44222,942,225SH SOLE 22,942,22500
NOMAD HLDGS LTDUSD ORD SHSG6564A105300,33333,333,334SH SOLE 33,333,33400
PLATFORM SPECIALTY PRODS CORCOM72766Q105367,54242,737,394SH SOLE 42,737,39400
RESTAURANT BRANDS INTL INCCOM76131D1031,520,21639,150,551SH SOLE 39,150,55100
VALEANT PHARMACEUTICALS INTLCOM91911K102567,84721,591,122SH SOLE 21,591,12200
ZOETIS INCCL A98978V1031,854,02041,823,145SH SOLE 41,823,14500