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

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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
ALTABA INC COM 021346101 174,686 2,383,133 SH   SOLE   0 0 2,383,133
COTY INC COM CL A 222070203 23,499 1,664,550 SH   SOLE   0 0 1,664,550
GAP INC DEL COM 364760108 9,599 296,000 SH   SOLE   0 0 296,000
L BRANDS INC COM 501797104 7,976 216,000 SH   SOLE   0 0 216,000
QORVO INC COM 74736K101 17,659 220,000 SH   SOLE   0 0 220,000
ALPHABET INC COM 02079K305 56,530 50,000 SH   SOLE   0 0 50,000
MICROSOFT CORP COM 594918104 32,582 330,000 SH   SOLE   0 0 330,000
AUTOLIV INC COM 052800109 3,321 23,157 SH   SOLE   0 0 23,157