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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
MICRON TECHNOLOGY INCCOM59511210379,8291,593,384SH SOLE 1,593,38400
MICRON TECHNOLOGY INCCOM59511210311,544230,428SH OTR10230,4280
SERITAGE GROWTH PPTYSCL A81752R100303,375SH SOLE 3,37500
BROOKFIELD ASSET MGMT INCCL A1125851047,373180,303SH SOLE 180,30300