The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
APPLIED MICRO CIRCUITS CORP | COM NEW | 03822W406 | 5,737,431 | 819,633 | SH | SOLE | 819,633 | 0 | 0 | ||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L104 | 6,943,568 | 507,200 | SH | SOLE | 507,200 | 0 | 0 | ||
ARRIS GROUP INC NEW | COM | 04270V106 | 9,088,685 | 320,532 | SH | SOLE | 320,532 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 11,711,120 | 148,167 | SH | SOLE | 148,167 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 10,608,718 | 65,709 | SH | SOLE | 65,709 | 0 | 0 | ||
HUNTINGTON BANCSHARES INC | COM | 446150104 | 9,486,750 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 6,066,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 7,970,677 | 432,015 | SH | SOLE | 432,015 | 0 | 0 | ||
PRUDENTIAL FINL INC | COM | 744320102 | 11,411,446 | 129,764 | SH | SOLE | 129,764 | 0 | 0 | ||
REGIONS FINL CORP NEW | COM | 7591EP100 | 11,425,861 | 1,138,034 | SH | SOLE | 1,138,034 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 11,610,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SVB FINL GROUP | COM | 78486Q101 | 7,285,850 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
SYNAPTICS INC | COM | 87157D109 | 4,758,000 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 8,485,495 | 208,233 | SH | SOLE | 208,233 | 0 | 0 |