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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A1089,27385,541SH SOLE 85,54100
SIGNET JEWELERS LIMITEDSHSG8127610046,459670,689SH OTR 670,68900
SIGNET JEWELERS LIMITEDSHSG812761005,48980,233SH SOLE 80,23300
PRAXAIR INCCOM74005P104143,6991,211,627SH OTR 1,211,62700
PRAXAIR INCCOM74005P10516,955144,742SH SOLE 144,74200
COSAN LTDSHS AG253431073,900462,387SH SOLE 462,38700
COTY INCCOM CL A222070203114,6086,321,462SH OTR 6,321,46200
COTY INCCOM CL A22207020313,525755,316SH SOLE 755,31600
HRG GROUP INCCOM40434J10025,5721,323,602SH OTR 1,323,60200
HRG GROUP INCCOM40434J1013,019158,212SH SOLE 158,21200
KRAFT HEINZ COCOM50075410669,136761,331SH OTR 761,33100
KRAFT HEINZ COCOM5007541068,16090,979SH SOLE 90,97900
TEMPUR SEALY INTL INCCOM88023U101115,7362,491,087SH OTR 2,491,08700
TEMPUR SEALY INTL INCCOM88023U10113,659297,675SH SOLE 297,67500
SPECTRUM BRANDS HLDGS INCCOM84763R10184,433607,389SH OTR 607,38900
SPECTRUM BRANDS HLDGS INCCOM84763R1019,95072,469SH SOLE 72,46900
MERCADOLIBRE INCCOM58733R10251,470246,428SH SOLE 246,42800