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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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 7,285 68,304 SH   OTR   68,304 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 21,855 197,691 SH   SOLE   197,691 0 0
MONDELEZ INTL INC CL A 609207105 42,741 1,258,928 SH   OTR   1,258,928 0 0
MONDELEZ INTL INC CL A 609207105 11,771 343,535 SH   SOLE   343,535 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 25,989 3,370,881 SH   OTR   3,370,881 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 7,616 920,969 SH   SOLE   920,969 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 21,644 642,648 SH   OTR   642,648 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 6,034 175,452 SH   SOLE   175,452 0 0
COSAN LTD SHS A G25343107 5,152 478,791 SH   SOLE   478,791 0 0
GERDAU S A SPON ADR REP PFD 373737105 4,737 986,851 SH   SOLE   986,851 0 0
COTY INC COM CL A 222070203 68,062 4,224,833 SH   OTR   4,224,833 0 0
COTY INC COM CL A 222070203 18,030 1,153,401 SH   SOLE   1,153,401 0 0
HARBINGER GROUP INC COM 41146A106 11,207 861,420 SH   OTR   861,420 0 0
HARBINGER GROUP INC COM 41146A106 2,943 238,320 SH   SOLE   238,320 0 0
OCWEN FINL CORP COM NEW 675746309 17,500 696,110 SH   OTR   696,110 0 0
OCWEN FINL CORP COM NEW 675746309 4,975 190,030 SH   SOLE   190,030 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,961 21,658 SH   SOLE   21,658 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 6,734 76,510 SH   OTR   76,510 0 0