The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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 380 3,043 SH   SOLE   3,043 0 0
SIGNET JEWELERS LIMITED SHS G81276100 52,010 419,335 SH   OTR   419,335 0 0
SIGNET JEWELERS LIMITED SHS G81276100 9,420 75,948 SH   SOLE   75,948 0 0
NOMAD HLDGS LTD USD ORD SHS 000G6564A 3,943 437,677 SH   OTR   437,677 0 0
NOMAD HLDGS LTD USD ORD SHS 000G6564A 907 100,723 SH   SOLE   100,723 0 0
PRAXAIR INC COM 74005P104 73,361 640,991 SH   OTR   640,991 0 0
PRAXAIR INC COM 74005P105 13,286 116,089 SH   SOLE   116,089 0 0
COSAN LTD SHS A G25343107 2,274 462,387 SH   SOLE   462,387 0 0
COTY INC COM CL A 222070203 23,638 849,370 SH   OTR   849,370 0 0
COTY INC COM CL A 222070203 4,282 153,877 SH   SOLE   153,877 0 0
HRG GROUP INC COM 40434J100 85,816 6,160,536 SH   OTR   6,160,536 0 0
HRG GROUP INC COM 40434J101 15,530 1,114,895 SH   SOLE   1,114,895 0 0
KRAFT HEINZ CO COM 500754106 78,123 994,432 SH   OTR   994,432 0 0
KRAFT HEINZ CO COM 500754106 14,151 180,128 SH   SOLE   180,128 0 0
TEMPUR SEALY INTL INC COM 88023U101 116,761 1,920,727 SH   OTR   1,920,727 0 0
TEMPUR SEALY INTL INC COM 88023U101 21,144 347,824 SH   SOLE   347,824 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 21,221 194,186 SH   OTR   194,186 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 3,843 35,168 SH   SOLE   35,168 0 0