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 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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Arrow Electronics Inc COM 042735100 BBG000BCD3D5 72,156,515 597,520 SH   SOLE   597,520 0 0
TD Synnex Corporation COM 87162W100 BBG000CL9JV4 76,028,982 658,830 SH   SOLE   658,830 0 0
Avnet Inc COM 053807103 BBG000BCPB71 62,393,522 1,211,760 SH   SOLE   1,211,760 0 0
Yum China Holdings Inc COM 98850P109 BBG00B8N0HG1 40,246,200 1,305,000 SH   SOLE   1,305,000 0 0