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
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
ALLIANCE DATA SYSTEMS CORP COM 018581108 644,167 3,287,910 SH   SOLE 1 3,287,910 0 0
ALLISON TRANSMISSION HOLDING COM 01973R101 539,905 19,125,204 SH   SOLE 1 19,125,204 0 0
ARMSTRONG FLOORING INC COM 04238R106 77,970 4,600,000 SH   SOLE 1 4,600,000 0 0
ARMSTRONG WORLD INDUSTRIES COM 04247X102 360,180 9,200,000 SH   SOLE 1 9,200,000 0 0
BAKER HUGHES INC COM 057224107 1,754,934 38,886,200 SH   SOLE 1 38,886,200 0 0
CBRE GROUP INC CL A 12504L109 872,140 32,935,794 SH   SOLE 1 32,935,794 0 0
MICROSOFT CORP COM 594918104 2,897,485 56,624,678 SH   SOLE 1 56,624,678 0 0
MORGAN STANLEY COM NEW 617446448 987,240 38,000,000 SH   SOLE 1 38,000,000 0 0
MSCI INC COM 55354G100 100,325 1,300,900 SH   SOLE 1 1,300,900 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 73,080 3,000,000 SH   SOLE 1 3,000,000 0 0
TRINITY INDUSTRIES INC COM 896522109 111,420 6,000,000 SH   SOLE 1 6,000,000 0 0
TWENTY-FIRST CENTURY FOX INC CL B 90130A200 1,289,643 47,326,334 SH   SOLE 1 47,326,334 0 0
VALEANT PHARMACEUTICALS INTE COM 91911K102 301,984 14,994,261 SH   SOLE 1 14,994,261 0 0
WILLIS TOWERS WATSON PLC SHS G96629103 1,007,907 8,108,015 SH   SOLE 1 8,108,015 0 0