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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
AVID BIOSERVICES INC COM 05368M106 24,034 4,534,694 SH   SOLE 0 4,534,694 0 0
NAM TAI PPTY INC SHS G63907102 34,364 3,818,170 SH   SOLE 0 3,818,170 0 0
TOCAGEN INC COM 888846102 375 565,925 SH   SOLE 0 565,925 0 0
XPEL INC COM 98379L100 16,796 1,423,393 SH   SOLE 0 1,423,393 0 0