The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 6,032 | 77,473 | SH | SOLE | 77,473 | 0 | 0 | ||
| CARNIVAL PLC | ADR | 14365C103 | 2,262 | 290,698 | SH | SOLE | 290,698 | 0 | 0 | ||
| FOX CORP | CL B COM | 35137L204 | 19,549 | 658,208 | SH | SOLE | 658,208 | 0 | 0 | ||
| GOLD FIELDS LTD | SPONSORED ADR | 38059T106 | 3,807 | 417,400 | SH | SOLE | 417,400 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 15,021 | 646,900 | SH | SOLE | 646,900 | 0 | 0 | ||
| SOUTH JERSEY INDS INC | COM | 838518108 | 11,502 | 336,909 | SH | SOLE | 336,909 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 2,270 | 27,765 | SH | SOLE | 27,765 | 0 | 0 | ||
| TERMINIX GLOBAL HOLDINGS INC | COM | 88087E100 | 1,792 | 44,075 | SH | SOLE | 44,075 | 0 | 0 | ||
| YAMANA GOLD INC | COM | 98462Y100 | 5,717 | 1,229,500 | SH | SOLE | 1,229,500 | 0 | 0 | ||