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
CommScope Holding Inc. COMM 20337X109 60,381 2,115,653 SH   SOLE   2,115,653 0 0
Compania Cervecerias Unidas S.A. COMM 204429104 80,410 3,873,330 SH   SOLE   3,873,330 0 0
Google Inc. COMM 38259P508 64,831 116,875 SH   SOLE   116,875 0 0
Google Inc. COMM 38259P706 18,016 32,875 SH   SOLE   32,875 0 0
Herbalife Ltd. COMM G4412G101 75,799 1,772,650 SH   SOLE   1,772,650 0 0
Microsoft Corporation COMM 594918104 129,214 3,178,300 SH   SOLE   3,178,300 0 0
Post Holdings Inc. COMM 737446104 113,686 2,427,124 SH   SOLE   2,427,124 0 0
The Charles Schwab Corporation COMM 808513105 78,276 2,571,500 SH   SOLE   2,571,500 0 0
Time Warner Cable Inc. COMM 88732J207 133,321 889,520 SH   SOLE   889,520 0 0
Twenty-First Century Fox, Inc. COMM 90130A200 119,018 3,619,756 SH   SOLE   3,619,756 0 0