The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 3,872,346 | 6,666 | SH | SOLE | 6,666 | 0 | 0 | ||
| ASML HLDG NV | NY REGISTRY SHS | N07059210 | 62,191,884 | 31,261 | SH | SOLE | 31,261 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 18,864,832 | 182,357 | SH | SOLE | 182,357 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 5,456,652 | 221,725 | SH | SOLE | 221,725 | 0 | 0 | ||
| INSTALLED BLDG PRODS INC | COM | 45780R101 | 7,418,546 | 32,277 | SH | SOLE | 32,277 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 13,851,480 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 6,640,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| OMEGA HEALTHCARE INVS INC | REIT | 681936100 | 25,801,460 | 541,138 | SH | SOLE | 541,138 | 0 | 0 | ||
| PATRICK INDS INC | COM | 703343103 | 13,467,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SEMPRA | COM | 816851109 | 10,522,585 | 113,500 | SH | SOLE | 113,500 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 11,521,288 | 125,600 | SH | SOLE | 125,600 | 0 | 0 | ||