ACTIVISION BLIZZARD INC COM 00507V109 41009 2300000 SH SOLE 2300000 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 23988 950000 SH SOLE 950000 0 0 CATAMARAN CORP COM 148887102 19493 410700 SH SOLE 410700 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 11358 350000 SH SOLE 350000 0 0 PFIZER INC COM 717081103 85877 2803675 SH SOLE 2803675 0 0 SONY CORP ADR NEW 835699307 18293 1058000 SH SOLE 1058000 0 0 TALISMAN ENERGY INC COM 87425E103 19747 1695000 SH SOLE 1695000 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 20040 500000 SH SOLE 500000 0 0 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 2152 82000 SH SOLE 82000 0 0 ULTA SALON COSMETCS & FRAG I COM 90384S303 15250 158000 SH SOLE 158000 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 4944 150000 SH SOLE 150000 0 0