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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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
PROOFPOINT INC COM 743424103 120,595 694,269 SH   SOLE   694,269 0 0
QTS RLTY TR INC COM CL A 74736A103 65,842 851,767 SH   SOLE   851,767 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 656,796 6,233,829 SH   SOLE   6,233,829 0 0
U S CONCRETE INC COM 90333L201 21,148 286,564 SH   SOLE   286,564 0 0