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
ADECOAGRO S A COM L00849106 5,172 639,300 SH   SOLE 639,300 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 67,256 1,521,966 SH   SOLE 1,521,966 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,920 55,501 SH   SOLE 55,501 0 0
UNITED ONLINE INC COM NEW 911268209 291 21,168 SH   SOLE 21,168 0 0