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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 93,591 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 11,308 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 44,302 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| ANIXTER INTL INC | COM | 035290105 | 23,117 | 251,000 | SH | SOLE | 251,000 | 0 | 0 | ||
| AUDENTES THERAPEUTICS INC | COM | 05070R104 | 23,936 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 105,660 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 105,660 | 3,000,000 | SH | Put | SOLE | 3,000,000 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 39,071 | 172,500 | SH | SOLE | 172,500 | 0 | 0 | ||
| BHP GROUP PLC | SPONSORED ADR | 05545E209 | 3,408 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
| CARNIVAL PLC | ADR | 14365C103 | 5,298 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 41,304 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 57,852 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FOX CORP | CL B COM | 35137L204 | 16,016 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 22,629 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 2,648 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 15,952 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| LINE CORP | SPONSORED ADR | 53567X101 | 13,005 | 265,359 | SH | SOLE | 265,359 | 0 | 0 | ||
| SPRINT CORPORATION | COM | 85207U105 | 13,025 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 80,351 | 601,204 | SH | SOLE | 601,204 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 86,412 | 577,000 | SH | SOLE | 577,000 | 0 | 0 | ||
| WRIGHT MED GROUP N V | ORD SHS | N96617118 | 16,330 | 535,765 | SH | SOLE | 535,765 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 71,726 | 2,070,000 | SH | SOLE | 2,070,000 | 0 | 0 | ||