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
CANADIAN PAC RY LTDCOM13645T1001,016,61615,237,044SH SOLE 15,237,04400
CHIPOTLE MEXICAN GRILL INCCOM1696561051,660,8621,105,208SH SOLE 1,105,20800
HILTON WORLDWIDE HLDGS INCCOM43300A2031,210,00910,031,580SH SOLE 10,031,58000
HOWARD HUGHES CORPCOM44267D107754,42113,620,164SH SOLE 13,620,16400
LOWES COS INCCOM5486611071,948,49110,374,801SH SOLE 10,374,80100
RESTAURANT BRANDS INTL INCCOM76131D1031,286,64624,194,166SH SOLE 24,194,16600