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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
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
AMERCO COM 023586100 23,418 80,600 SH   SOLE   80,600 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 362 8,200 SH   SOLE   8,200 0 0
COTY INC COM CL A 222070203 27,476 5,324,775 SH   SOLE   5,324,775 0 0
FOX CORP CL B COM 35137L204 22,576 986,697 SH   SOLE   986,697 0 0
NOVAGOLD RES INC COM NEW 66987E206 22,363 3,030,229 SH   SOLE   3,030,229 0 0