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
BRF SA SPONSORED ADR 10552T107 27,480 3,000,000 SH   SOLE   3,000,000 0 0
DIGITAL RLTY TR INC COM 253868103 1,298 10,000 SH   SOLE   10,000 0 0
EQUINIX INC COM 29444U700 14,420 25,000 SH   SOLE   25,000 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 8,013 250,000 SH   SOLE   250,000 0 0
SVB FINL GROUP COM 78486Q101 5,224 25,000 SH   SOLE   25,000 0 0
TYSON FOODS INC CL A 902494103 8,614 100,000 SH   SOLE   100,000 0 0