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
MEAD JOHNSON NUTRITION CO COM 582839106 25,556 286,886 SH   SOLE NONE 286,886 0 0
MONSANTO CO COM 61166W101 42,555 375,925 SH   SOLE NONE 375,925 0 0
NXP SEMICONDUCTOR N V SHS N6596X109 62,623 605,052 SH   SOLE NONE 605,052 0 0
PRAXAIR INC COM 74005P104 16,531 139,387 SH   SOLE NONE 139,387 0 0
STILLWATER MINING CO COM 86074Q102 33,274 1,926,666 SH   SOLE NONE 1,926,666 0 0
TRIVAGO NV - ADR SPON ADS A SHS 89686D105 9,173 703,989 SH   SOLE NONE 703,989 0 0
WHITEWAVE FOOD CO COM 966244105 46,250 823,690 SH   SOLE NONE 823,690 0 0