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 102,903 3,426,659 SH   SOLE   3,426,659 0 0
Compania Cervecerias Unidas S.A. COMM 204429104 95,227 4,299,196 SH   SOLE   4,299,196 0 0
Fastenal Company COMM 311900104 55,354 1,512,000 SH   SOLE   1,512,000 0 0
Google Inc. COMM 38259P508 79,716 124,875 SH   SOLE   124,875 0 0
Google Inc. COMM 38259P706 20,055 32,962 SH   SOLE   32,962 0 0
Herbalife Ltd. Note 2.000% 8/1 42703MAB9 156,161 177,250,000 PRN   SOLE   177,250,000 0 0
Herbalife Ltd. COMM G4412G101 111,552 2,046,828 SH   SOLE   2,046,828 0 0
Microsoft Corporation COMM 594918104 159,172 3,596,300 SH   SOLE   3,596,300 0 0
Post Holdings Inc. COMM 737446104 136,514 2,309,888 SH   SOLE   2,309,888 0 0
SPDR S&P 500 ETF Trust COMM 78462F103 319,064 1,665,000 SH Put SOLE   1,665,000 0 0
The Charles Schwab Corporation COMM 808513105 77,440 2,711,500 SH   SOLE   2,711,500 0 0
Time Warner Cable Inc. COMM 88732J207 199,050 1,109,720 SH   SOLE   1,109,720 0 0
Twenty-First Century Fox, Inc. COMM 90130A200 176,527 6,521,118 SH   SOLE   6,521,118 0 0