Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting PRAXAIR INC,PX,,Buy,74005P104,177255000.0,1337269.0,25.445 TEMPUR SEALY INTL INC,TPX,,Buy,88023U101,156548000.0,2932157.0,22.473 SPECTRUM BRANDS HLDGS INC,SPB,,Sell,84763R101,78769000.0,629952.0,11.307 COTY INC,COTY,,Sell,222070203,78319000.0,4174778.0,11.243 KRAFT HEINZ CO,KHC,,Sell,500754106,70465000.0,822810.0,10.115 SIGNET JEWELERS LIMITED,SIG,,Sell,G81276100,35508000.0,561473.0,5.097 MERCADOLIBRE INC,MELI,,Sell,58733R102,34721000.0,138396.0,4.984 LIBERTY MEDIA CORP DELAWARE,FWONK,,New,531229854,28511000.0,778577.0,4.093 LIBERTY MEDIA CORP DELAWARE,FWONA,,New,531229870,28495000.0,813430.0,4.09 ANHEUSER BUSCH INBEV SA/NV,BUD,sponsored adr,Sell,03524A108,5131000.0,46489.0,0.737 COSAN LTD,CZZ,,Sell,G25343107,2893000.0,451287.0,0.415 HRG GROUP INC,,,Exit,40434J101,0.0,-158212.0,-0.411 PRAXAIR INC,,,Exit,74005P105,0.0,-144742.0,-2.307 HRG GROUP INC,HRG,,Exit,40434J100,0.0,-1323602.0,-3.479