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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
Expires: July 31, 2015
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 743,845 7,750 SH DFND 7,750 0 0
ATLANTIC AMERN CORP COM 048209100 176,788 105,861 SH DFND 105,861 0 0
CARMAX INC COM 143130102 2,173,779 41,100 SH DFND 41,100 0 0
COCA COLA CO COM 191216100 8,959,855 110,248 SH DFND 110,248 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 3,685,215 69,141 SH DFND 69,141 0 0
EL POLLO LOCO HLDGS INC COM 268603107 8,297,629 489,247 SH DFND 489,247 0 0
FERRARI N V COM N3167Y103 20,997,156 56,400 SH DFND 56,400 0 0
JACK IN THE BOX INC COM 466367109 3,171,755 200,617 SH DFND 200,617 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 7,216,560 15,111 SH DFND 15,111 0 0
WYNN RESORTS LTD COM 983134107 6,815,718 70,200 SH DFND 70,200 0 0