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 |
| AFFILIATED MANAGERS GROUP | COM | 008252108 | 7,593,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | 3,260,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 1,930,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 8,488,900 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| IAMGOLD CORP | COM | 450913108 | 3,355,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| LEGG MASON INC | COM | 524901105 | 4,717,200 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 11,191,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 3,981,799 | 89,258 | SH | SOLE | 89,258 | 0 | 0 | ||
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 4,715,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 5,397,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 16,007,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PRETIUM RES INC | COM | 74139C102 | 926,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 7,137,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SSR MNG INC | COM | 784730103 | 2,652,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| WADDELL & REED FINL INC | CL A | 930059100 | 3,010,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 9,504,000 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||