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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 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
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 673 8,200 SH   SOLE   8,200 0 0
COTY INC COM CL A 222070203 50,595 4,497,300 SH   SOLE   4,497,300 0 0
FOX CORP CL B COM 35137L204 35,916 986,697 SH   SOLE   986,697 0 0
NOVAGOLD RES INC COM NEW 66987E206 37,938 4,234,129 SH   SOLE   4,234,129 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 29,881 506,800 SH   SOLE   506,800 0 0