CAREFUSION CORP COM 14170T101 10871 295000 SH SOLE 295000 0 0 COVIDIEN PLC SHS G2554F113 20109 320000 SH SOLE 320000 0 0 DEAN FOODS CO NEW COM 242370104 19840 1980000 SH SOLE 1980000 0 0 INTEL CORP COM 458140100 39010 1610000 SH SOLE 1610000 0 0 NEWS CORP CL A 65248E104 122250 3750000 SH SOLE 3750000 0 0 PROCTER & GAMBLE CO COM 742718109 20017 260000 SH SOLE 260000 0 0 TIVO INC COM 888706108 30332 2745000 SH SOLE 2745000 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 129120 1500000 SH SOLE 1500000 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 36964 2504334 SH SOLE 2504334 0 0 ZOETIS INC CL A 98978V103 47790 1547100 SH SOLE 1547100 0 0 ZYNGA INC CL A 98986T108 10189 3665000 SH SOLE 3665000 0 0