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 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 2,122 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 29,607 | 1,775,000 | SH | SOLE | 1,775,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 47,711 | 100,075 | SH | SOLE | 100,075 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 21,645 | 640,000 | SH | SOLE | 640,000 | 0 | 0 | ||
| CATAMARAN CORP | COM | 148887102 | 8,501 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| COCA-COLA CO | COM | 191216100 | 8,144 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| COMPANHIA BRASILEIRA DE DIST | SPN ADR PFD CL A | 20440T201 | 6,903 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| DEAN FOODS CO NEW | COM NEW | 242370203 | 22,726 | 1,177,500 | SH | SOLE | 1,177,500 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 10,054 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 18,120 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 14,972 | 227,500 | SH | SOLE | 227,500 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 55,292 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 63,120 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 36,496 | 1,813,000 | SH | SOLE | 1,813,000 | 0 | 0 | ||