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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
SEAGATE TECHNOLOGY Common Stock NA 469,504 10,472,988 SH   SOLE   1,422,619 493,890 8,556,479
SIGNET JEWELERS LTD Common Stock NA 48,831 724,175 SH   SOLE   82,066 31,645 610,464
CHENIERE ENERGY INC Common Stock 16411R208 23,843 858,912 SH   SOLE   0 118,200 740,712
PITNEY BOWES INC Common Stock 724479100 5,521 376,095 SH   SOLE   0 0 376,095