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 INCCOM009158106556,6933,870,760SH SOLE 3,870,76000
CHIPOTLE MEXICAN GRILL INCCOM1696561051,087,6112,882,463SH SOLE 2,882,46300
HOWARD HUGHES CORPCOM44267D107407,1113,568,017SH SOLE 3,568,01700
MONDELEZ INTL INCCL A6092071051,017,02922,942,225SH SOLE 22,942,22500
NOMAD HLDGS LTDUSD ORD SHSG6564A105319,00033,333,334SH SOLE 33,333,33400
PLATFORM SPECIALTY PRODS CORCOM72766Q105396,82940,451,506SH SOLE 40,451,50600
RESTAURANT BRANDS INTL INCCOM76131D1031,865,91539,150,551SH SOLE 39,150,55100
VALEANT PHARMACEUTICALS INTLCOM91911K102263,02218,114,432SH SOLE 18,114,43200