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 |
| AMBAC FINL GROUP INC | COM NEW | 023139884 | 27,980 | 1,985,785 | SH | SOLE | 1,985,785 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 189,524 | 2,725,004 | SH | SOLE | 2,725,004 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 219,633 | 1,161,833 | SH | SOLE | 1,161,833 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 1,135,719 | 20,126,160 | SH | SOLE | 20,126,160 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 307,798 | 3,067,555 | SH | SOLE | 3,067,555 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 3,012,781 | 16,233,532 | SH | SOLE | 16,233,532 | 0 | 0 | ||
| ABENGOA YIELD PLC | ORD SHS | G00349103 | 85,312 | 4,422,584 | SH | SOLE | 4,422,584 | 0 | 0 | ||