The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ENDURANCE SPECIALTY HOLDINGS | COM | G30397106 | 155,266 | 1,680,364 | SH | SOLE | none | 1,680,364 | 0 | 0 | |
| GENWORTH FINANCIAL INC-CL A | COM | 37247D106 | 4,872 | 1,278,778 | SH | SOLE | none | 1,278,778 | 0 | 0 | |
| HARMAN INTERNATIONAL | COM | 413086109 | 32,785 | 294,931 | SH | SOLE | none | 294,931 | 0 | 0 | |
| KONGZHONG CORP-ADR | ADR | 50047P104 | 4,784 | 689,325 | SH | SOLE | none | 689,325 | 0 | 0 | |
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 28,371 | 455,025 | SH | SOLE | none | 455,025 | 0 | 0 | |
| MENTOR GRAPHICS CORP | COM | 587200106 | 11,068 | 300,000 | SH | SOLE | none | 300,000 | 0 | 0 | |
| QUNAR CAYMAN ISLANDS LTD-ADR | ADR | 74906P104 | 3,743 | 124,233 | SH | SOLE | none | 124,233 | 0 | 0 | |
| SYNGENTA AG-ADR | ADR | 87160A100 | 2,043 | 25,848 | SH | SOLE | none | 25,848 | 0 | 0 | |
| TRINA SOLAR LTD | DEBT | 89628EAC8 | 4,203 | 4,405,000 | PRN | SOLE | none | 4,405,000 | 0 | 0 | |
| TRINA SOLAR LTD-SPON ADR | ADR | 89628E104 | 9,905 | 1,065,055 | SH | SOLE | none | 1,065,055 | 0 | 0 | |