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 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 16,100 | 143,365 | SH | SOLE | 143,365 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 49,772 | 1,370,178 | SH | OTR | 1,370,178 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 12,161 | 334,785 | SH | SOLE | 334,785 | 0 | 0 | ||
| PACIFIC DRILLING SA LUXEMBOU | REG SHS | L7257P106 | 19,444 | 4,190,483 | SH | OTR | 4,190,483 | 0 | 0 | ||
| PACIFIC DRILLING SA LUXEMBOU | REG SHS | L7257P106 | 4,751 | 1,023,837 | SH | SOLE | 1,023,837 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 29,823 | 691,138 | SH | OTR | 691,138 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 7,323 | 169,702 | SH | SOLE | 169,702 | 0 | 0 | ||
| COSAN LTD | SHS A | G25343107 | 3,711 | 478,791 | SH | SOLE | 478,791 | 0 | 0 | ||
| GERDAU S A | SPON ADR REP PFD | 373737105 | 3,326 | 936,851 | SH | SOLE | 936,851 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 78,501 | 3,799,679 | SH | OTR | 3,799,679 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 19,198 | 929,261 | SH | SOLE | 929,261 | 0 | 0 | ||
| HARBINGER GROUP INC | COM | 41146A106 | 28,437 | 2,008,237 | SH | OTR | 2,008,237 | 0 | 0 | ||
| HARBINGER GROUP INC | COM | 41146A106 | 6,944 | 490,420 | SH | SOLE | 490,420 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 9 | 100 | SH | SOLE | 100 | 0 | 0 | ||