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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 21,705 71,826 SH   SOLE   71,826 0 0
COMCAST CORP NEW CL A 20030N101 13,951 357,902 SH   SOLE   357,902 0 0
COTY INC COM CL A 222070203 16,127 3,607,832 SH   SOLE   3,607,832 0 0
NOVAGOLD RES INC COM NEW 66987E206 27,818 3,030,229 SH   SOLE   3,030,229 0 0