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
CENTURY ALUM CO COM 156431108 35,643 1,814,799 SH   SOLE   1,814,799 0 0
FITBIT INC CL A 33812L102 13,487 2,362,077 SH   SOLE   2,362,077 0 0
MICRON TECHNOLOGY INC COM 595112103 111,231 2,705,024 SH   SOLE   2,705,024 0 0
PHILIP MORRIS INTL INC COM 718172109 270,887 2,564,000 SH   SOLE   2,564,000 0 0
PURE STORAGE INC CL A 74624M102 50,911 3,210,000 SH   SOLE   3,210,000 0 0
SKECHERS U S A INC CL A 830566105 118,221 3,124,234 SH   SOLE   3,124,234 0 0
UNITED STATES STL CORP NEW COM 912909108 245,274 6,969,995 SH   SOLE   6,969,995 0 0