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 |
| GLOBAL INDEMNITY PLC | SHS | G39319101 | 13,599 | 553,491 | SH | SOLE | 553,491 | 0 | 0 | ||
| ANTERO RES CORP | COM NEW | 03674X106 | 30,756 | 895,900 | SH | SOLE | 895,900 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | Sponsored ADS | 01609W102 | 45,007 | 547,000 | SH | SOLE | 547,000 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 23,129 | 486,000 | SH | SOLE | 486,000 | 0 | 0 | ||
| KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 14,473 | 626,000 | SH | SOLE | 626,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 53,415 | 817,000 | SH | SOLE | 817,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 68,000 | 1,129,000 | SH | SOLE | 1,129,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 62,285 | 1,035,500 | SH | SOLE | 1,035,500 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 39,257 | 660,000 | SH | SOLE | 660,000 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 21,007 | 392,500 | SH | SOLE | 392,500 | 0 | 0 | ||
| DISNEY WALT CO | COM Disney | 254687106 | 58,072 | 509,000 | SH | SOLE | 509,000 | 0 | 0 | ||