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
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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
ALLERGAN PLC SHS G0177J108 2,524 15,000 SH   SOLE N/A 15,000 0 0
ANALOG DEVICES INC COM 032654105 6,859 75,269 SH   SOLE N/A 75,269 0 0
BECTON DICKINSON & CO COM 075887109 1,950 9,000 SH   SOLE N/A 9,000 0 0
COTY INC COM CL A 222070203 2,562 140,000 SH   SOLE N/A 140,000 0 0
DISNEY WALT CO COM DISNEY 254687106 2,059 20,500 SH   SOLE N/A 20,500 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,092 22,590 SH   SOLE N/A 22,590 0 0
HOLOGIC INC COM 436440101 1,868 50,000 SH   SOLE N/A 50,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,076 70,000 SH   SOLE N/A 70,000 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 10,828 694,120 SH   SOLE N/A 694,120 0 0
KRAFT HEINZ CO COM 500754106 25,497 409,325 SH   SOLE N/A 409,325 0 0
KRAFT HEINZ CO COM 500754106 12,084 194,000 SH Call SOLE N/A 194,000 0 0
MONDELEZ INTL INC COM CL A 609207105 9,389 225,000 SH Call SOLE N/A 225,000 0 0
MOVADO GROUP INC COM 624580106 971 25,283 SH   SOLE N/A 25,283 0 0
PEPSICO INC COM 713448108 11,461 105,000 SH Call SOLE N/A 105,000 0 0
RESMED INC COM 761152107 1,969 20,000 SH   SOLE N/A 20,000 0 0
SHOE CARNIVAL INC COM 824889109 6,610 277,715 SH   SOLE N/A 277,715 0 0
TTEC HLDGS INC COM 89854H102 1,084 35,300 SH   SOLE N/A 35,300 0 0
VALE S A ADR 91912E105 4,414 347,000 SH   SOLE N/A 347,000 0 0
WELLS FARGO CO NEW COM 949746101 2,358 45,000 SH   SOLE N/A 45,000 0 0