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 |
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 95,288 | 2,372,702 | SH | SOLE | 2,372,702 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 132,613 | 2,859,266 | SH | SOLE | 2,859,266 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 247,502 | 13,920,225 | SH | SOLE | 13,920,225 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 214,142 | 3,125,247 | SH | SOLE | 3,125,247 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 100,874 | 4,376,300 | SH | SOLE | 4,376,300 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 40,956 | 700,461 | SH | SOLE | 700,461 | 0 | 0 | ||