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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 10,288 100,000 SH Call SOLE   0 0 0
ACCELERON PHARMA INC COM 00434H108 24,219 140,729 SH   SOLE   140,729 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 413,882 7,519,652 SH   SOLE   7,519,652 0 0
PNM RES INC COM 69349H107 26,103 527,540 SH   SOLE   527,540 0 0
XILINX INC COM 983919101 193,786 1,284,712 SH   SOLE   1,284,712 0 0
IHS MARKIT LTD SHS G47567105 169,607 1,454,353 SH   SOLE   1,454,353 0 0
MICROSOFT CORP COM 594918104 82,514 292,924 SH   SOLE   292,924 0 0