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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AMDOCS LTD ORD G02602103 16,690 450,000 SH   SOLE   450,000 0 0
CONSOLIDATED WATER CO INC ORD G23773107 297 26,000 SH   SOLE   26,000 0 0
ENSCO PLC SHS CLASS A G3157S106 291 5,000 SH   SOLE   5,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 4,782 64,550 SH   SOLE   64,550 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,272 48,200 SH   SOLE   48,200 0 0
GARMIN LTD SHS H2906T109 155 4,300 SH   SOLE   4,300 0 0
CLICKSOFTWARE TECHNOLOGIES L ORD M25082104 146 17,500 SH   SOLE   17,500 0 0
CNH GLOBAL N V SHS NEW N20935206 1,083 26,000 SH   SOLE   26,000 0 0
COPA HOLDINGS SA CL A P31076105 9,178 70,000 SH   SOLE   70,000 0 0
AFLAC INC COM 001055102 35,163 605,000 SH   SOLE   605,000 0 0
ABBVIE INC COM 00287Y109 16,670 403,250 SH   SOLE   403,250 0 0
ADOBE SYS INC COM 00724F101 34,170 750,000 SH   SOLE   750,000 0 0
AETNA INC NEW COM 00817Y108 25,416 400,000 SH   SOLE   400,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 13,770 500,000 SH   SOLE   500,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 17,020 400,000 SH   SOLE   400,000 0 0
AMEREN CORP COM 023608102 34 1,000 SH   SOLE   1,000 0 0
AMERICAN ELEC PWR INC COM 025537101 4,478 100,000 SH   SOLE   100,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 3,177 174,000 SH   SOLE   174,000 0 0
AMGEN INC COM 031162100 19,732 200,000 SH   SOLE   200,000 0 0
AMPHENOL CORP NEW CL A 032095101 19,485 250,000 SH   SOLE   250,000 0 0
ANALOG DEVICES INC COM 032654105 6,849 152,000 SH   SOLE   152,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 7,150 500,000 SH   SOLE   500,000 0 0
APPLIED MATLS INC COM 038222105 75 5,000 SH   SOLE   5,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 16,955 500,000 SH   SOLE   500,000 0 0
ASSURANT INC COM 04621X108 20,364 400,000 SH   SOLE   400,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 17,738 375,000 SH   SOLE   375,000 0 0
BP PLC SPONSORED ADR 055622104 109 2,600 SH   SOLE   2,600 0 0
BMC SOFTWARE INC COM 055921100 22,570 500,000 SH   SOLE   500,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 14,025 500,000 SH   SOLE   500,000 0 0
BARRICK GOLD CORP COM 067901108 15,740 1,000,000 SH   SOLE   1,000,000 0 0
BAXTER INTL INC COM 071813109 17,660 254,950 SH   SOLE   254,950 0 0
BECTON DICKINSON & CO COM 075887109 9,883 100,000 SH   SOLE   100,000 0 0
BEST BUY INC COM 086516101 61 2,250 SH   SOLE   2,250 0 0
BIO-REFERENCE LABS INC COM $.01 NEW 09057G602 3,335 116,000 SH   SOLE   116,000 0 0
BIOGEN IDEC INC COM 09062X103 10,760 50,000 SH   SOLE   50,000 0 0
BOSTON BEER INC CL A 100557107 5,119 30,000 SH   SOLE   30,000 0 0
BRINKER INTL INC COM 109641100 1,774 45,000 SH   SOLE   45,000 0 0
C D I CORP COM 125071100 99 7,000 SH   SOLE   7,000 0 0
CME GROUP INC COM 12572Q105 182 2,400 SH   SOLE   2,400 0 0
CST BRANDS INC COM 12646R105 856 27,777 SH   SOLE   27,777 0 0
CA INC COM 12673P105 286 10,000 SH   SOLE   10,000 0 0
CAMPBELL SOUP CO COM 134429109 18,028 402,500 SH   SOLE   402,500 0 0
CANON INC ADR 138006309 217 6,600 SH   SOLE   6,600 0 0
CARDINAL HEALTH INC COM 14149Y108 198 4,200 SH   SOLE   4,200 0 0
CARNIVAL CORP PAIRED CTF 143658300 274 8,000 SH   SOLE   8,000 0 0
CELGENE CORP COM 151020104 6,898 59,000 SH   SOLE   59,000 0 0
CHEESECAKE FACTORY INC COM 163072101 33,512 800,000 SH   SOLE   800,000 0 0
CHICOS FAS INC COM 168615102 11,089 650,000 SH   SOLE   650,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 6,264 121,000 SH   SOLE   121,000 0 0
CISCO SYS INC COM 17275R102 12,357 508,300 SH   SOLE   508,300 0 0
CINTAS CORP COM 172908105 35,294 775,000 SH   SOLE   775,000 0 0
CLOROX CO DEL COM 189054109 20,993 252,500 SH   SOLE   252,500 0 0
COACH INC COM 189754104 171 3,000 SH   SOLE   3,000 0 0
COCA COLA CO COM 191216100 90 2,250 SH   SOLE   2,250 0 0
COLGATE PALMOLIVE CO COM 194162103 28,645 500,000 SH   SOLE   500,000 0 0
COMCAST CORP NEW CL A 20030N101 4,188 100,000 SH   SOLE   100,000 0 0
COMCAST CORP NEW CL A SPL 20030N200 11,544 291,000 SH   SOLE   291,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 14,064 300,000 SH   SOLE   300,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 5,166 350,000 SH   SOLE   350,000 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 81 3,000 SH   SOLE   3,000 0 0
CONVERGYS CORP COM 212485106 1,743 100,000 SH   SOLE   100,000 0 0
COOPER TIRE & RUBR CO COM 216831107 16,585 500,000 SH   SOLE   500,000 0 0
COPART INC COM 217204106 15,215 494,000 SH   SOLE   494,000 0 0
CYBERONICS INC COM 23251P102 27,123 522,000 SH   SOLE   522,000 0 0
DST SYS INC DEL COM 233326107 7,186 110,000 SH   SOLE   110,000 0 0
DTE ENERGY CO COM 233331107 67 1,000 SH   SOLE   1,000 0 0
DARDEN RESTAURANTS INC COM 237194105 278 5,500 SH   SOLE   5,500 0 0
DECKERS OUTDOOR CORP COM 243537107 25,255 500,000 SH   SOLE   500,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 17,198 250,000 SH   SOLE   250,000 0 0
DIEBOLD INC COM 253651103 152 4,500 SH   SOLE   4,500 0 0
DISH NETWORK CORP CL A 25470M109 29,764 700,000 SH   SOLE   700,000 0 0
DOLBY LABORATORIES INC COM 25659T107 2,174 65,000 SH   SOLE   65,000 0 0
DOMINION RES INC VA NEW COM 25746U109 57 1,000 SH   SOLE   1,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 22 333 SH   SOLE   333 0 0
ENI S P A SPONSORED ADR 26874R108 410 10,000 SH   SOLE   10,000 0 0
EPIQ SYS INC COM 26882D109 135 10,000 SH   SOLE   10,000 0 0
EDISON INTL COM 281020107 48 1,000 SH   SOLE   1,000 0 0
EMERSON ELEC CO COM 291011104 175 3,200 SH   SOLE   3,200 0 0
ENERGIZER HLDGS INC COM 29266R108 17,589 175,000 SH   SOLE   175,000 0 0
ENTERGY CORP COM 29364G103 5,337 76,600 SH   SOLE   76,600 0 0
EXELON CORP COM 30161N101 10,036 325,000 SH   SOLE   325,000 0 0
EXXON MOBIL CORP COM 30231G102 22,940 253,900 SH   SOLE   253,900 0 0
FLIR SYS INC COM 302445101 17,800 660,000 SH   SOLE   660,000 0 0
FIRST SOLAR INC COM 336433107 15,700 351,000 SH   SOLE   351,000 0 0
FIRSTENERGY CORP COM 337932107 37 1,000 SH   SOLE   1,000 0 0
GAMESTOP CORP NEW CL A 36467W109 8,406 200,000 SH   SOLE   200,000 0 0
GANNETT INC COM 364730101 21,574 882,000 SH   SOLE   882,000 0 0
GAP INC DEL COM 364760108 29,211 700,000 SH   SOLE   700,000 0 0
GENERAC HLDGS INC COM 368736104 18,505 500,000 SH   SOLE   500,000 0 0
GILEAD SCIENCES INC COM 375558103 17,924 350,000 SH   SOLE   350,000 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,174 23,500 SH   SOLE   23,500 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 3,938 750,000 SH   SOLE   750,000 0 0
GOLDCORP INC NEW COM 380956409 9,892 400,000 SH   SOLE   400,000 0 0
GRAND CANYON ED INC COM 38526M106 6,446 200,000 SH   SOLE   200,000 0 0
HALLIBURTON CO COM 406216101 27,118 650,000 SH   SOLE   650,000 0 0
HARMONY GOLD MNG LTD SPONSORED ADR 413216300 3,810 1,000,000 SH   SOLE   1,000,000 0 0
HARRIS CORP DEL COM 413875105 182 3,700 SH   SOLE   3,700 0 0
HARTE-HANKS INC COM 416196103 219 25,500 SH   SOLE   25,500 0 0
HARVARD BIOSCIENCE INC COM 416906105 4,730 1,000,000 SH   SOLE   1,000,000 0 0
HASBRO INC COM 418056107 297 6,625 SH   SOLE   6,625 0 0
HELMERICH & PAYNE INC COM 423452101 21,858 350,000 SH   SOLE   350,000 0 0
HILLENBRAND INC COM 431571108 1,802 76,000 SH   SOLE   76,000 0 0
HOLLYFRONTIER CORP COM 436106108 20,321 475,000 SH   SOLE   475,000 0 0
ICU MED INC COM 44930G107 1,009 14,000 SH   SOLE   14,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 8,733 126,250 SH   SOLE   126,250 0 0
INGREDION INC COM 457187102 18,374 280,000 SH   SOLE   280,000 0 0
INTEL CORP COM 458140100 206 8,500 SH   SOLE   8,500 0 0
INTERDIGITAL INC COM 45867G101 4,465 100,000 SH   SOLE   100,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 4,197 350,000 SH   SOLE   350,000 0 0
ISHARES INC MSCI AUSTRALIA 464286103 1,197 53,000 SH   SOLE   53,000 0 0
ISHARES INC MSCI BELG CAPPED 464286301 1,185 87,000 SH   SOLE   87,000 0 0
ISHARES INC MSCI SWITZ CAPP 464286749 1,261 44,000 SH   SOLE   44,000 0 0
ISHARES INC MSCI SWEDEN 464286756 1,133 38,000 SH   SOLE   38,000 0 0
ISHARES INC MSCI GERMAN 464286806 1,210 49,000 SH   SOLE   49,000 0 0
JACK IN THE BOX INC COM 466367109 32,414 825,000 SH   SOLE   825,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 3,679 584,000 SH   SOLE   584,000 0 0
JOHNSON & JOHNSON COM 478160104 21,693 252,650 SH   SOLE   252,650 0 0
J2 GLOBAL INC COM 48123V102 21,255 500,000 SH   SOLE   500,000 0 0
KLA-TENCOR CORP COM 482480100 184 3,300 SH   SOLE   3,300 0 0
KOHLS CORP COM 500255104 318 6,300 SH   SOLE   6,300 0 0
KOSS CORP COM 500692108 44 9,000 SH   SOLE   9,000 0 0
KROGER CO COM 501044101 17,270 500,000 SH   SOLE   500,000 0 0
LEXMARK INTL NEW CL A 529771107 183 6,000 SH   SOLE   6,000 0 0
LILLY ELI & CO COM 532457108 34,433 701,000 SH   SOLE   701,000 0 0
M & T BK CORP COM 55261F104 11,175 100,000 SH   SOLE   100,000 0 0
MANTECH INTL CORP CL A 564563104 209 8,000 SH   SOLE   8,000 0 0
MASTERCARD INC CL A 57636Q104 20,108 35,000 SH   SOLE   35,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 125 4,500 SH   SOLE   4,500 0 0
MCDONALDS CORP COM 580135101 346 3,500 SH   SOLE   3,500 0 0
MEDICINES CO COM 584688105 15,780 513,000 SH   SOLE   513,000 0 0
MEDTRONIC INC COM 585055106 10,294 200,000 SH   SOLE   200,000 0 0
MERCK & CO INC NEW COM 58933Y105 122 2,625 SH   SOLE   2,625 0 0
MEREDITH CORP COM 589433101 215 4,500 SH   SOLE   4,500 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 269 12,500 SH   SOLE   12,500 0 0
MICROSOFT CORP COM 594918104 345 10,000 SH   SOLE   10,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 149 4,000 SH   SOLE   4,000 0 0
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 843 22,500 SH   SOLE   22,500 0 0
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 625 33,000 SH   SOLE   33,000 0 0
MOLEX INC COM 608554101 88 3,000 SH   SOLE   3,000 0 0
MOODYS CORP COM 615369105 15,233 250,000 SH   SOLE   250,000 0 0
MURPHY OIL CORP COM 626717102 27,400 450,000 SH   SOLE   450,000 0 0
MYLAN INC COM 628530107 24,824 800,000 SH   SOLE   800,000 0 0
NATIONAL HEALTHCARE CORP COM 635906100 191 4,000 SH   SOLE   4,000 0 0
NATIONAL GRID PLC SPONS ADR NEW 636274300 595 10,500 SH   SOLE   10,500 0 0
NETEASE COM INC ADR 64110W102 505 8,000 SH   SOLE   8,000 0 0
NEWMARKET CORP COM 651587107 6,564 25,000 SH   SOLE   25,000 0 0
NEWMONT MINING CORP COM 651639106 14,975 500,000 SH   SOLE   500,000 0 0
NEXTERA ENERGY INC COM 65339F101 81 1,000 SH   SOLE   1,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 73 1,000 SH   SOLE   1,000 0 0
NOVARTIS A G SPONSORED ADR 66987V109 15,478 218,900 SH   SOLE   218,900 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 46 1,000 SH   SOLE   1,000 0 0
NUTRI SYS INC NEW COM 67069D108 71 6,000 SH   SOLE   6,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 178 2,000 SH   SOLE   2,000 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 50 1,000 SH   SOLE   1,000 0 0
ORACLE CORP COM 68389X105 19,968 650,000 SH   SOLE   650,000 0 0
OWENS & MINOR INC NEW COM 690732102 118 3,500 SH   SOLE   3,500 0 0
PDL BIOPHARMA INC COM 69329Y104 21,685 2,809,000 SH   SOLE   2,809,000 0 0
PG&E CORP COM 69331C108 5,716 125,000 SH   SOLE   125,000 0 0
PPL CORP COM 69351T106 10,700 353,600 SH   SOLE   353,600 0 0
PANERA BREAD CO CL A 69840W108 18,594 100,000 SH   SOLE   100,000 0 0
PATTERSON COMPANIES INC COM 703395103 2,444 65,000 SH   SOLE   65,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,748 142,000 SH   SOLE   142,000 0 0
PEPCO HOLDINGS INC COM 713291102 20 1,000 SH   SOLE   1,000 0 0
PEPSICO INC COM 713448108 33,029 403,825 SH   SOLE   403,825 0 0
PETMED EXPRESS INC COM 716382106 189 15,000 SH   SOLE   15,000 0 0
PETSMART INC COM 716768106 23,447 350,000 SH   SOLE   350,000 0 0
PINNACLE WEST CAPITAL CORP COM 723484101 55 1,000 SH   SOLE   1,000 0 0
PROCTER & GAMBLE CO COM 742718109 23,459 304,700 SH   SOLE   304,700 0 0
PROTECTIVE LIFE CORP COM 743674103 8,642 225,000 SH   SOLE   225,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 6,532 200,000 SH   SOLE   200,000 0 0
QUALITY SYS INC COM 747582104 56 3,000 SH   SOLE   3,000 0 0
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 6,819 150,000 SH   SOLE   150,000 0 0
RPC INC COM 749660106 1,699 123,000 SH   SOLE   123,000 0 0
RANDGOLD RES LTD ADR 752344309 9,608 150,000 SH   SOLE   150,000 0 0
RAYTHEON CO COM NEW 755111507 185 2,800 SH   SOLE   2,800 0 0
REED ELSEVIER N V SPONS ADR NEW 758204200 500 15,100 SH   SOLE   15,100 0 0
REGAL ENTMT GROUP CL A 758766109 10,740 600,000 SH   SOLE   600,000 0 0
RESMED INC COM 761152107 15,796 350,000 SH   SOLE   350,000 0 0
ROBERT HALF INTL INC COM 770323103 16,615 500,000 SH   SOLE   500,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 12,471 150,000 SH   SOLE   150,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 4,766 40,000 SH   SOLE   40,000 0 0
SPDR SERIES TRUST DB INT GVT ETF 78464A490 9,211 160,000 SH   SOLE   160,000 0 0
SAFEWAY INC COM NEW 786514208 28,664 1,211,500 SH   SOLE   1,211,500 0 0
ST JUDE MED INC COM 790849103 224 4,900 SH   SOLE   4,900 0 0
SANOFI SPONSORED ADR 80105N105 1,138 22,100 SH   SOLE   22,100 0 0
SAP AG SPONSORED ADR 803054204 954 13,100 SH   SOLE   13,100 0 0
SCANA CORP NEW COM 80589M102 49 1,000 SH   SOLE   1,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 145 3,000 SH   SOLE   3,000 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 25,035 375,000 SH   SOLE   375,000 0 0
SEMTECH CORP COM 816850101 4,554 130,000 SH   SOLE   130,000 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 735 250,000 SH   SOLE   250,000 0 0
SILICON LABORATORIES INC COM 826919102 18,634 450,000 SH   SOLE   450,000 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 1,094 19,500 SH   SOLE   19,500 0 0
SOUTHWEST AIRLS CO COM 844741108 15,468 1,200,000 SH   SOLE   1,200,000 0 0
STAPLES INC COM 855030102 151 9,500 SH   SOLE   9,500 0 0
STILLWATER MNG CO COM 86074Q102 107 10,000 SH   SOLE   10,000 0 0
SUNPOWER CORP COM 867652406 24,322 1,175,000 SH   SOLE   1,175,000 0 0
SUNTRUST BKS INC COM 867914103 15,785 500,000 SH   SOLE   500,000 0 0
SYMANTEC CORP COM 871503108 16,852 750,000 SH   SOLE   750,000 0 0
SYNAPTICS INC COM 87157D109 24,023 623,000 SH   SOLE   623,000 0 0
SYNTEL INC COM 87162H103 2,829 45,000 SH   SOLE   45,000 0 0
SYSCO CORP COM 871829107 17,131 501,500 SH   SOLE   501,500 0 0
TECO ENERGY INC COM 872375100 17 1,000 SH   SOLE   1,000 0 0
T-MOBILE US INC COM 872590104 7,443 300,000 SH   SOLE   300,000 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 33,220 500,000 SH   SOLE   500,000 0 0
TAIWAN SEMICONDUCTOR ENGR SPONSORED ADR 874039100 1,008 55,000 SH   SOLE   55,000 0 0
TARGET CORP COM 87612E106 34,430 500,000 SH   SOLE   500,000 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 417 28,000 SH   SOLE   28,000 0 0
TELECOM CORP NEW ZEALAND LTD SPONSORED ADR 879278208 796 92,500 SH   SOLE   92,500 0 0
TETRA TECH INC NEW COM 88162G103 1,176 50,000 SH   SOLE   50,000 0 0
3M CO COM 88579Y101 7,654 70,000 SH   SOLE   70,000 0 0
TIME WARNER CABLE INC COM 88732J207 28,120 250,000 SH   SOLE   250,000 0 0
TORO CO COM 891092108 1,998 44,000 SH   SOLE   44,000 0 0
UNS ENERGY CORP COM 903119105 45 1,000 SH   SOLE   1,000 0 0
U S AIRWAYS GROUP INC COM 90341W108 16,420 1,000,000 SH   SOLE   1,000,000 0 0
UNDER ARMOUR INC CL A 904311107 14,928 250,000 SH   SOLE   250,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 121 1,400 SH   SOLE   1,400 0 0
UNITED STATIONERS INC COM 913004107 6,710 200,000 SH   SOLE   200,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 30,804 468,000 SH   SOLE   468,000 0 0
URBAN OUTFITTERS INC COM 917047102 36,600 910,000 SH   SOLE   910,000 0 0
VALASSIS COMMUNICATIONS INC COM 918866104 7,746 315,000 SH   SOLE   315,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 8,693 250,000 SH   SOLE   250,000 0 0
VALUECLICK INC COM 92046N102 14,808 600,000 SH   SOLE   600,000 0 0
VEECO INSTRS INC DEL COM 922417100 21,252 600,000 SH   SOLE   600,000 0 0
VERISK ANALYTICS INC CL A 92345Y106 14,925 250,000 SH   SOLE   250,000 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 546 19,000 SH   SOLE   19,000 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 840 40,000 SH   SOLE   40,000 0 0
WAL MART STORES INC COM 931142103 350 4,700 SH   SOLE   4,700 0 0
WALGREEN CO COM 931422109 8,950 202,500 SH   SOLE   202,500 0 0
WESTERN DIGITAL CORP COM 958102105 18,441 297,000 SH   SOLE   297,000 0 0
WESTERN UN CO COM 959802109 299 17,500 SH   SOLE   17,500 0 0
WILEY JOHN & SONS INC CL A 968223206 208 5,200 SH   SOLE   5,200 0 0
WILLIAMS PARTNERS L P COM UNIT L P 96950F104 52 1,000 SH   SOLE   1,000 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 442 60,718 SH   SOLE   60,718 0 0
WORLD ACCEP CORP DEL COM 981419104 16,519 190,000 SH   SOLE   190,000 0 0
XILINX INC COM 983919101 149 3,750 SH   SOLE   3,750 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 3,823 88,000 SH   SOLE   88,000 0 0
ZIMMER HLDGS INC COM 98956P102 14,988 200,000 SH   SOLE   200,000 0 0