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
ADOBE SYS INC COM 00724F101 3,090 47,000 SH   SOLE   47,000 0 0
AMAZON COM INC COM 023135106 4,244 12,616 SH   SOLE   12,616 0 0
AMBEV SA SPONSORED ADR 02319V103 7,983 1,077,375 SH   SOLE   1,077,375 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,205 24,096 SH   SOLE   24,096 0 0
APPLE INC COM 037833100 10,965 20,428 SH   SOLE   20,428 0 0
ASSURED GUARANTY LTD COM G0585R106 1,208 47,699 SH   SOLE   47,699 0 0
BAIDU INC SPON ADR REP A 056752108 2,512 16,500 SH   SOLE   16,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,220 9,762 SH   SOLE   9,762 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 1,212 9,840 SH   SOLE   9,840 0 0
COCA COLA CO COM 191216100 16,762 433,565 SH   SOLE   433,565 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,226 35,370 SH   SOLE   35,370 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 8,817 131,400 SH   SOLE   131,400 0 0
EBAY INC COM 278642103 1,878 34,000 SH   SOLE   34,000 0 0
ENDO INTL PLC SHS G30401106 1,030 15,000 SH   SOLE   15,000 0 0
EQUINIX INC COM NEW 29444U502 1,219 6,596 SH   SOLE   6,596 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 1,204 16,036 SH   SOLE   16,036 0 0
FACEBOOK INC CL A 30303M102 4,282 71,078 SH   SOLE   71,078 0 0
GENERAL ELECTRIC CO COM 369604103 8,531 329,500 SH   SOLE   329,500 0 0
GENERAL MTRS CO COM 37045V100 1,221 35,463 SH   SOLE   35,463 0 0
GOOGLE INC CL A 38259P508 4,876 4,375 SH   SOLE   4,375 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 1,234 46,314 SH   SOLE   46,314 0 0
HESS CORP COM 42809H107 1,207 14,561 SH   SOLE   14,561 0 0
HOMEAWAY INC COM 43739Q100 379 10,050 SH   SOLE   10,050 0 0
INTRALINKS HLDGS INC COM 46118H104 11,095 1,084,568 SH   SOLE   1,084,568 0 0
JOHNSON & JOHNSON COM 478160104 18,509 188,430 SH   SOLE   188,430 0 0
KIMBERLY CLARK CORP COM 494368103 9,013 81,750 SH   SOLE   81,750 0 0
KRAFT FOODS GROUP INC COM 50076Q106 17,816 317,584 SH   SOLE   317,584 0 0
LINKEDIN CORP COM CL A 53578A108 1,202 6,500 SH   SOLE   6,500 0 0
MASTERCARD INC CL A 57636Q104 1,230 16,467 SH   SOLE   16,467 0 0
PEPSICO INC COM 713448108 7,932 95,000 SH   SOLE   95,000 0 0
PFIZER INC COM 717081103 8,769 273,000 SH   SOLE   273,000 0 0
PRICELINE COM INC COM NEW 741503403 1,197 1,004 SH   SOLE   1,004 0 0
TESLA MTRS INC COM 88160R101 469 2,250 SH   SOLE   2,250 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,209 37,832 SH   SOLE   37,832 0 0
UNILEVER N V N Y SHS NEW 904784709 18,825 457,800 SH   SOLE   457,800 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,236 9,374 SH   SOLE   9,374 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,932 61,634 SH   SOLE   61,634 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 4,705 127,827 SH   SOLE   127,827 0 0
WELLS FARGO & CO NEW COM 949746101 1,213 24,380 SH   SOLE   24,380 0 0
WORKDAY INC CL A 98138H101 457 5,000 SH   SOLE   5,000 0 0
YANDEX N V SHS CLASS A N97284108 2,566 85,000 SH   SOLE   85,000 0 0
ZILLOW INC CL A 98954A107 881 10,000 SH   SOLE   10,000 0 0