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 |
| CENTURY ALUM CO | COM | 156431108 | 13,496 | 814,000 | SH | SOLE | 814,000 | 0 | 0 | ||
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 3,345 | 840,488 | SH | SOLE | 840,488 | 0 | 0 | ||
| EURONAV NV ANTWERPEN | SHS | B38564108 | 4,201 | 518,641 | SH | SOLE | 518,641 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 16,440 | 2,362,077 | SH | SOLE | 2,362,077 | 0 | 0 | ||
| FRONTLINE LTD | SHS NEW | G3682E192 | 2,897 | 479,646 | SH | SOLE | 479,646 | 0 | 0 | ||
| GENER8 MARITIME INC | COM | Y26889108 | 1,177 | 261,018 | SH | SOLE | 261,018 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 271,670 | 6,907,460 | SH | SOLE | 6,907,460 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 205,285 | 1,849,250 | SH | SOLE | 1,849,250 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 36,584 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| SK TELECOM LTD | SPONSORED ADR | 78440P108 | 2,189 | 89,035 | SH | SOLE | 89,035 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 133,786 | 5,332,234 | SH | SOLE | 5,332,234 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 115,997 | 6,875,910 | SH | SOLE | 6,875,910 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 158,558 | 6,179,196 | SH | SOLE | 6,179,196 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 77,760 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||