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 |
| APPLIED MATLS INC | COM | 038222105 | 495,543,945 | 2,706,855 | SH | SOLE | 2,706,855 | 0 | 0 | ||
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | 276,484,579 | 1,269,734 | SH | SOLE | 1,269,734 | 0 | 0 | ||
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 132,911,200 | 1,648,000 | SH | Put | SOLE | 1,648,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 190,107,031 | 609,376 | SH | SOLE | 609,376 | 0 | 0 | ||
| WOODWARD INC | COM | 980745103 | 342,097,847 | 1,395,805 | SH | SOLE | 1,395,805 | 0 | 0 | ||