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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BROADCOM INC COM 11135F101 98,633 328,000 SH   SOLE   328,000 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 151,369 5,113,804 SH   SOLE   5,113,804 0 0
GRACE W R & CO DEL NEW COM 38388F108 729,246 9,344,510 SH   SOLE   9,344,510 0 0
PTC INC COM 69370C100 54,386 590,000 SH   SOLE   590,000 0 0