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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 41,009 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 23,988 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| CATAMARAN CORP | COM | 148887102 | 19,493 | 410,700 | SH | SOLE | 410,700 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | CL A | 31620R105 | 11,358 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 85,877 | 2,803,675 | SH | SOLE | 2,803,675 | 0 | 0 | ||
| SONY CORP | ADR NEW | 835699307 | 18,293 | 1,058,000 | SH | SOLE | 1,058,000 | 0 | 0 | ||
| TALISMAN ENERGY INC | COM | 87425E103 | 19,747 | 1,695,000 | SH | SOLE | 1,695,000 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 20,040 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 2,152 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 15,250 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 4,944 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||