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 |
| ALBEMARLE CORP | COM | 012653101 | 55,501 | 868,288 | SH | SOLE | 868,288 | 0 | 0 | ||
| DELL INC | COM | 24702R101 | 19,997 | 1,205,000 | SH | SOLE | 1,205,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 46,257 | 4,667,700 | SH | SOLE | 4,667,700 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 18,780 | 2,320,000 | SH | SOLE | 2,320,000 | 0 | 0 | ||
| NYSE EURONEXT | COM | 629491101 | 50,736 | 1,690,637 | SH | SOLE | 1,690,637 | 0 | 0 | ||
| VIRGIN MEDIA INC | COM | 92769L101 | 65,703 | 2,630,230 | SH | SOLE | 2,630,230 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 40,558 | 979,897 | SH | SOLE | 979,897 | 0 | 0 | ||