The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| CARNIVAL CORPORATION | PAIRED CTF | 143658300 | 40,170 | 1,000,000 | SH | SOLE | 1 | 1,000,000 | 0 | 0 | |
| DAVITA HEALTHCARE PARTNERS, INC | COM | 23918k108 | 40,227 | 550,000 | SH | SOLE | 1 | 550,000 | 0 | 0 | |
| MCDONALDS CORP | COM | 580135101 | 28,443 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
| PROGRESSIVE CORP OHIO | COM | 743315103 | 40,701 | 1,610,000 | SH | SOLE | 1 | 1,610,000 | 0 | 0 | |
| SCHWAB CHARLES CORP | COM | 808513105 | 66,128 | 2,250,000 | SH | SOLE | 1 | 2,250,000 | 0 | 0 | |