The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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

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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
ALERE INC COM 01449J105 26,229 660,178 SH   SOLE 660,178 0 0
CABELAS INC COM 126804301 77,010 1,450,000 SH   SOLE 1,450,000 0 0
DIGITALGLOBE INC COM NEW 25389M877 26,200 800,000 SH   SOLE 800,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 16,610 2,400,243 SH   SOLE 2,400,243 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 106,382 1,859,178 SH   SOLE 1,859,178 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 126,615 2,062,134 SH   SOLE 2,062,134 0 0
PACIFIC CONTINENTAL CORP COM 69412V108 1,484 60,560 SH   SOLE 60,560 0 0