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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
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 446,497 8,878,439 SH   SOLE   1,282,779 416,412 7,179,248
SEAGATE TECHNOLOGY Common Stock NA 382,935 10,475,583 SH   SOLE   1,536,830 483,642 8,455,111
CHENIERE ENERGY INC Common Stock 16411R208 22,268 795,295 SH   SOLE   0 118,200 677,095