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
AVAGO TECHNOLOGIES LTD SHS Y0486S104 24,506 196,030 SH   SOLE   196,030 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 18,892 525,945 SH   SOLE   525,945 0 0
YUM BRANDS INC COM 988498101 18,716 234,100 SH   SOLE   234,100 0 0
AERCAP HOLDINGS NV SHS N00985106 18,484 483,378 SH   SOLE   483,378 0 0
FCB FINL HLDGS INC CL A 30255G103 17,678 541,934 SH   SOLE   541,934 0 0
COTY INC COM CL A 222070203 16,965 626,956 SH   SOLE   626,956 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 15,383 375,022 SH   SOLE   375,022 0 0
BROADCOM CORP CL A 111320107 14,995 291,564 SH   SOLE   291,564 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 7,688 61,500 SH Call SOLE   61,500 0 0
YUM BRANDS INC COM 988498101 7,196 90,000 SH Call SOLE   90,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 7,164 426,909 SH   SOLE   426,909 0 0
YUM BRANDS INC COM 988498101 6,396 80,000 SH Call SOLE   80,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 6,284 35,735 SH   SOLE   35,735 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,020 19,838 SH   SOLE   19,838 0 0