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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 72,833 | 1,308,762 | SH | SOLE | 1,308,762 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 124,115 | 11,786,783 | SH | SOLE | 11,786,783 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 281,954 | 5,334,981 | SH | SOLE | 5,334,981 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 174,860 | 16,701,093 | SH | SOLE | 16,701,093 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 158,274 | 4,442,142 | SH | SOLE | 4,442,142 | 0 | 0 | ||
| SK TELECOM LTD | SPONSORED ADR | 78440P108 | 123,101 | 6,103,163 | SH | SOLE | 6,103,163 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 70,399 | 4,386,242 | SH | SOLE | 4,386,242 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 201,232 | 4,259,775 | SH | SOLE | 4,259,775 | 0 | 0 | ||