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
OMB APPROVAL
OMB Number: 3235-0006
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
WESTERN DIGITAL CORP Common Stock 958102105 376,227 8,852,610 SH   SOLE   408,615 1,233,414 7,210,582
SEAGATE TECHNOLOGY Common Stock NA 317,554 10,436,769 SH   SOLE   454,069 1,476,194 8,506,506
CHENIERE ENERGY INC Common Stock 16411R208 11,528 613,713 SH   SOLE   113,329 0 500,384
REYNOLDS AMERICAN INC Common Stock 761713106 5,207 125,648 SH   SOLE   0 0 125,648