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
BROADCOM LTD SHS Y09827109 17,615 102,107 SH   SOLE   102,107 0 0
CONAGRA FOODS INC COM 205887102 16,602 352,400 SH   SOLE   352,400 0 0
CHARTER COMMUNICATIONS CL A 16119P108 14,834 54,948 SH   SOLE   54,948 0 0
AERCAP HOLDINGS NV SHS N00985106 12,306 319,711 SH   SOLE   319,711 0 0
SYMANTEC CORP COM 871503108 11,310 450,602 SH   SOLE   450,602 0 0
VISA INC COM CL A 92826C839 10,007 121,000 SH   SOLE   121,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 8,488 342,249 SH   SOLE   342,249 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 8,413 210,859 SH   SOLE   210,859 0 0
YUM BRANDS INC COM 988498101 7,659 84,336 SH   SOLE   84,336 0 0
GORES HLDGS INC CL A 382866101 5,886 544,991 SH   SOLE   544,991 0 0
FCB FINL HLDGS INC CL A 30255G103 5,341 138,986 SH   SOLE   138,986 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 5,132 115,122 SH   SOLE   115,122 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,794 32,149 SH   SOLE   32,149 0 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 4,298 150,000 SH   SOLE   150,000 0 0
PATHEON N V SHS N6865W105 3,100 104,611 SH   SOLE   104,611 0 0
CONAGRA FOODS INC COM 205887102 4,711 100,000 SH Call SOLE   100,000 0 0