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
ALPHABET INC CAP STK CL A 02079K305 100,745 103,464 SH   SOLE   103,464 0 0
BANK AMER CORP COM 060505104 115,768 4,568,572 SH   SOLE   4,568,572 0 0
BAXTER INTL INC COM 071813109 102,000 1,625,499 SH   SOLE   1,625,499 0 0
COMCAST CORP NEW CL A 20030N101 121,312 3,152,599 SH   SOLE   3,152,599 0 0
COTY INC COM CL A 222070203 96,901 5,862,099 SH   SOLE   5,862,099 0 0
Expedia Inc Del COM NEW 30212P303 85,887 596,689 SH   SOLE   596,689 0 0
F M C CORP COM NEW 302491303 19,873 222,519 SH   SOLE   222,519 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 94,859 2,490,397 SH   SOLE   2,490,397 0 0
MICROSOFT CORP COM 594918104 63,726 855,499 SH   SOLE   855,499 0 0