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 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
AXALTA COATING SYS LTD COM G0750C108 210,458 7,277,248 SH   SOLE   7,277,248 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 231,462 636,900 SH   SOLE   636,900 0 0
HERBALIFE LTD COM USD SHS G4412G101 530,306 7,818,160 SH   SOLE   7,818,160 0 0
MASTERCARD INCORPORATED CL A 57636Q104 165,599 1,172,800 SH   SOLE   1,172,800 0 0
MICROSOFT CORP COM 594918104 93,381 1,253,600 SH   SOLE   1,253,600 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 103,016 2,485,300 SH   SOLE   2,485,300 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 114,793 4,351,500 SH   SOLE   4,351,500 0 0