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
SEAGATE TECHNOLOGY Common Stock NA 687,563 12,100,720 SH   SOLE   464,995 1,133,513 10,502,212
WESTERN DIGITAL CORP Common Stock 958102105 671,426 7,274,393 SH   SOLE   321,842 781,524 6,171,027
MICRON TECHNOLOGY INC Common Stock 595112103 463,631 14,070,763 SH   SOLE   232,471 636,866 13,201,426
PITNEY BOWES INC Common Stock 724479100 204,944 7,420,162 SH   SOLE   103,035 276,535 7,040,592
SIGNET JEWELERS LTD Common Stock NA 152,698 1,380,758 SH   SOLE   47,772 123,786 1,209,200
GAZPROM OAO-SPON ADR ADR 368287207 404 46,384 SH   SOLE   0 46,384 0
SBERBANK-SPONSORED ADR ADR 80585Y308 238 23,500 SH   SOLE   0 23,500 0