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 |
|
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 | 4,180,128 | 819,633 | SH | SOLE | 819,633 | 0 | 0 | ||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L104 | 4,777,824 | 507,200 | SH | SOLE | 507,200 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 14,200,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 8,988,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
E M C CORP MASS | COM | 268648102 | 7,668,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 12,966,941 | 803,404 | SH | SOLE | 803,404 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 6,615,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 10,191,250 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 11,515,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 14,647,500 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
PRUDENTIAL FINL INC | COM | 744320102 | 10,421,347 | 129,764 | SH | SOLE | 129,764 | 0 | 0 | ||
SANDISK CORP | COM | 80004C101 | 6,362,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SVB FINL GROUP | COM | 78486Q101 | 8,257,600 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
SYNAPTICS INC | COM | 87157D109 | 5,284,825 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 11,305,944 | 334,100 | SH | SOLE | 334,100 | 0 | 0 |