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 |
| AVNET INC | COM | 053807103 | 68,473,200 | 1,290,000 | SH | SOLE | 1,290,000 | 0 | 0 | ||
| COPA HOLDINGS SA | CL A | P31076105 | 51,960,825 | 472,500 | SH | SOLE | 472,500 | 0 | 0 | ||
| LIGHTSPEED COMMERCE INC | SUB VTG SHS | 53229C107 | 50,783,061 | 4,336,726 | SH | SOLE | 4,336,726 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 49,741,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||