The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
AIR PRODS & CHEMS INC COM 009158106 1,079,666 7,601,140 SH   SOLE   7,601,140 0 0
CANADIAN PAC RY LTD COM 13645T100 1,267,408 9,840,890 SH   SOLE   9,840,890 0 0
HOWARD HUGHES CORP COM 44267D107 407,896 3,568,017 SH   SOLE   3,568,017 0 0
MONDELEZ INTL INC CL A 609207105 1,044,101 22,942,225 SH   SOLE   22,942,225 0 0
NOMAD HLDGS LTD USD ORD SHS G6564A105 266,000 33,333,334 SH   SOLE   33,333,334 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 379,508 42,737,394 SH   SOLE   42,737,394 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,628,663 39,150,551 SH   SOLE   39,150,551 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 434,845 21,591,122 SH   SOLE   21,591,122 0 0
ZOETIS INC CL A 98978V103 1,004,880 21,173,188 SH   SOLE   21,173,188 0 0