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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
LIBERTY GLOBAL-A COM CL A G61188101 53,350 3,760,839 SH SOLE 3,760,839 0 0
MANCHESTER UNI-A ORD CL A G5784H106 1,540 1,037,528 SH SOLE 1,037,528 0 0
BANCO MACRO -ADR SPON ADR B 05961W105 30,037 105,770 SH SOLE 105,770 0 0
DICK'S SPORTING COM 253393102 13,858 7,840 SH SOLE 7,840 0 0
ECHOSTAR CORP-A CL A 278768106 14,164 465,592 SH SOLE 465,592 0 0
GRUPO GALICI-ADR SPONSORED ADR 399909100 6,368 171,002 SH SOLE 171,002 0 0
LEVI STRAUSS-A CL A COM STK 52736R102 1,369 69,509 SH SOLE 69,509 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 15,619 2,980,715 SH SOLE 2,980,715 0 0
SK HYNIX INC-ADR AMERICAN DEPOSIT ADDED 78392B206 34,103 185,194 SH SOLE 185,194 0 0
BROOKFIELD CORP PUT PUT 11271J957 402 11,031 SH Put SOLE 11,031 0 0