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
Bank of New York Mellon Corp/The Common Stock 064058100 17,981 595,600 SH   SOLE None 595,600 0 0
BB&T Corp Common Stock 054937107 7,604 225,300 SH   SOLE None 225,300 0 0
Capital One Financial Corp Common Stock 14040H105 17,453 253,900 SH   SOLE None 253,900 0 0
CME Group Inc/IL Common Stock 12572Q105 18,145 245,600 SH   SOLE None 245,600 0 0
Coach Inc Common Stock 189754104 21,103 387,000 SH   SOLE None 387,000 0 0
Comerica Inc Common Stock 200340107 15,028 382,300 SH   SOLE None 382,300 0 0
Costco Wholesale Corp Common Stock 22160K105 6,046 52,500 SH   SOLE None 52,500 0 0
CVS Caremark Corp Common Stock 126650100 85 1,500 SH   SOLE None 1,500 0 0
Dollar Tree Inc Common Stock 256746108 8,660 151,500 SH   SOLE None 151,500 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 19,713 124,600 SH   SOLE None 124,600 0 0
Google Inc Common Stock 38259P508 20,058 22,900 SH   SOLE None 22,900 0 0
Johnson & Johnson Common Stock 478160104 217 2,500 SH   SOLE None 2,500 0 0
Lowe's Cos Inc Common Stock 548661107 26,195 550,200 SH   SOLE None 550,200 0 0
McDonald's Corp Common Stock 580135101 4,647 48,300 SH   SOLE None 48,300 0 0
Mindray Medical International Ltd ADR 602675100 432 11,100 SH   SOLE None 11,100 0 0
NIKE Inc Common Stock 654106103 15,530 213,800 SH   SOLE None 213,800 0 0
Stanley Black & Decker Inc Common Stock 854502101 8,704 96,100 SH   SOLE None 96,100 0 0
TJX Cos Inc Common Stock 872540109 15,411 273,300 SH   SOLE None 273,300 0 0
US Bancorp/MN Common Stock 902973304 11,497 314,300 SH   SOLE None 314,300 0 0
VF Corp Common Stock 918204108 6,310 31,700 SH   SOLE None 31,700 0 0
Vipshop Holdings Ltd ADR 92763W103 22,809 401,563 SH   SOLE None 401,563 0 0
Walt Disney Co/The Common Stock 254687106 181 2,800 SH   SOLE None 2,800 0 0
Wells Fargo & Co Common Stock 949746101 21,635 523,600 SH   SOLE None 523,600 0 0
WuXi PharmaTech Cayman Inc ADR 929352102 214 7,800 SH   SOLE None 7,800 0 0