The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| WESTERN DIGITAL CORP | Common Stock | 958102105 | 628,787 | 6,487,701 | SH | SOLE | 263,737 | 484,584 | 5,739,380 | ||
| SEAGATE TECHNOLOGY | Common Stock | NA | 629,021 | 10,983,430 | SH | SOLE | 435,909 | 819,681 | 9,727,840 | ||
| MICRON TECHNOLOGY INC | Common Stock | 595112103 | 481,232 | 14,046,464 | SH | SOLE | 232,471 | 612,567 | 13,201,426 | ||
| PEABODY ENERGY CORP | Common Stock | 704549104 | 158,915 | 12,836,422 | SH | SOLE | 409,852 | 830,551 | 11,596,019 | ||
| SIGNET JEWELERS LTD | Common Stock | NA | 154,769 | 1,358,693 | SH | SOLE | 47,772 | 102,897 | 1,208,024 | ||
| PITNEY BOWES INC | Common Stock | 724479100 | 180,692 | 4,349,437 | SH | SOLE | 84,880 | 199,199 | 4,065,358 | ||