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 | 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 | ||