The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| GLOBAL INDEMNITY PLC | SHS | G39319101 | 4,153 | 159,671 | SH | SOLE | 159,671 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | Sponsored ADS | 01609W102 | 26,000 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 35,467 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 63,233 | 641,500 | SH | SOLE | 641,500 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 69,018 | 1,036,300 | SH | SOLE | 1,036,300 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 34,750 | 1,265,000 | SH | SOLE | 1,265,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 50,693 | 898,500 | SH | SOLE | 898,500 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 18,625 | 582,200 | SH | SOLE | 582,200 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 19,538 | 505,000 | SH | SOLE | 505,000 | 0 | 0 | ||
| DISNEY WALT CO | COM Disney | 254687106 | 50,618 | 481,800 | SH | SOLE | 481,800 | 0 | 0 | ||