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
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 381 3,043 SH   SOLE   3,043 0 0
SIGNET JEWELERS LIMITED SHS G81276100 39,843 322,121 SH   OTR   322,121 0 0
SIGNET JEWELERS LIMITED SHS G81276100 8,566 70,182 SH   SOLE   70,182 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 3,972 4,729,086 SH   OTR   4,729,086 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 790 940,576 SH   SOLE   940,576 0 0
PRAXAIR INC COM 74005P104 50,337 491,576 SH   OTR   491,576 0 0
PRAXAIR INC COM 74005P105 10,823 107,104 SH   SOLE   107,104 0 0
COSAN LTD SHS A G25343107 1,706 462,387 SH   SOLE   462,387 0 0
TELEFONICA BRASIL AS SPONSORED ADR 87936R106 1,708 188,996 SH   SOLE   188,996 0 0
COTY INC COM CL A 222070203 18,668 728,370 SH   OTR   728,370 0 0
COTY INC COM CL A 222070203 4,019 158,677 SH   SOLE   158,677 0 0
HRG GROUP INC COM 40434J100 75,686 5,581,538 SH   OTR   5,581,538 0 0
HRG GROUP INC COM 40434J101 16,142 1,205,421 SH   SOLE   1,205,421 0 0
KRAFT HEINZ CO COM 500754106 61,987 851,932 SH   OTR   851,932 0 0
KRAFT HEINZ CO COM 500754106 13,410 185,628 SH   SOLE   185,628 0 0
TEMPUR SEALY INTL INC COM 88023U101 90,933 1,290,556 SH   OTR   1,290,556 0 0
TEMPUR SEALY INTL INC COM 88023U101 18,920 281,207 SH   SOLE   281,207 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 13,440 132,022 SH   OTR   132,022 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 2,978 29,656 SH   SOLE   29,656 0 0