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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
CANADIAN PAC RY LTD COM 13645T100 205,627 2,944,259 SH   SOLE   2,944,259 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,444,794 1,105,208 SH   SOLE   1,105,208 0 0
DOMINOS PIZZA INC COM 25754A201 803,314 2,061,312 SH   SOLE   2,061,312 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,104,215 9,908,602 SH   SOLE   9,908,602 0 0
HOWARD HUGHES CORP COM 44267D107 926,852 13,620,164 SH   SOLE   13,620,164 0 0
LOWES COS INC COM 548661107 1,782,910 10,207,306 SH   SOLE   10,207,306 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,194,705 23,822,641 SH   SOLE   23,822,641 0 0