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 |
| AXALTA COATING SYS LTD | COM | G0750C108 | 209,306 | 6,932,948 | SH | SOLE | 6,932,948 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 250,190 | 803,900 | SH | SOLE | 803,900 | 0 | 0 | ||
| HERBALIFE LTD | COM USD SHS | G4412G101 | 421,870 | 4,328,200 | SH | SOLE | 4,328,200 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 104,220 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 121,975 | 3,836,900 | SH | SOLE | 3,836,900 | 0 | 0 | ||
| RPM INTL INC | COM | 749685103 | 70,717 | 1,483,469 | SH | SOLE | 1,483,469 | 0 | 0 | ||