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
Alphabet, Inc. CAP STK CL A 02079K305 97,154 124,875 SH   SOLE   124,875 0 0
Alphabet, Inc. CAP STK CL C 02079K107 25,014 32,962 SH   SOLE   32,962 0 0
CommScope Holding Inc. COMM 20337X109 129,830 5,014,659 SH   SOLE   5,014,659 0 0
Compania Cervecerias Unidas S.A. COMM 204429104 97,711 4,511,109 SH   SOLE   4,511,109 0 0
Fastenal Company COMM 311900104 132,927 3,256,407 SH   SOLE   3,256,407 0 0
Four Corners Property Trust, Inc. COMM 35086T109 83,712 3,464,907 SH   SOLE   3,464,907 0 0
Herbalife Ltd. Note 2.000% 8/1 42703MAB9 155,325 184,250,000 PRN   SOLE   184,250,000 0 0
Herbalife Ltd. COMM G4412G101 117,365 2,188,828 SH   SOLE   2,188,828 0 0
Microsoft Corporation COMM 594918104 180,271 3,249,300 SH   SOLE   3,249,300 0 0
Post Holdings Inc. COMM 737446104 152,639 2,473,883 SH   SOLE   2,473,883 0 0
The Charles Schwab Corporation COMM 808513105 80,333 2,439,500 SH   SOLE   2,439,500 0 0
Time Warner Cable Inc. COMM 88732J207 205,953 1,109,720 SH   SOLE   1,109,720 0 0
Twenty-First Century Fox, Inc. COMM 90130A200 184,568 6,778,118 SH   SOLE   6,778,118 0 0