<informationTable xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">		<infoTable>
			<nameOfIssuer>AT&amp;T INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00206R102</cusip>
			<value>378</value>
			<shrsOrPrnAmt>
				<sshPrnamt>10688</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>10688</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ABBOTT LABORATORIES</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>002824100</cusip>
			<value>482</value>
			<shrsOrPrnAmt>
				<sshPrnamt>11784</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11784</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ABBVIE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00287Y109</cusip>
			<value>726</value>
			<shrsOrPrnAmt>
				<sshPrnamt>12855</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>12855</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ADOBE SYSTEMS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00724F101</cusip>
			<value>345</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4771</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4771</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00846U101</cusip>
			<value>311</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5416</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5416</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ALCOA INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>013817101</cusip>
			<value>683</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45881</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>45881</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ALLERGAN INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>018490102</cusip>
			<value>375</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2214</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2214</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ALTRIA GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>02209S103</cusip>
			<value>524</value>
			<shrsOrPrnAmt>
				<sshPrnamt>12502</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>12502</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>023135106</cusip>
			<value>738</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2271</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2271</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>025816109</cusip>
			<value>1386</value>
			<shrsOrPrnAmt>
				<sshPrnamt>14609</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>14609</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AMERICAN STATES WATER</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>029899101</cusip>
			<value>266</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AMERIPRISE FINL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>03076C106</cusip>
			<value>408</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3402</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3402</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AMGEN INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>031162100</cusip>
			<value>23950</value>
			<shrsOrPrnAmt>
				<sshPrnamt>202328</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>202328</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ANADARKO PETROLEUM CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>032511107</cusip>
			<value>26212</value>
			<shrsOrPrnAmt>
				<sshPrnamt>239446</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>239446</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ANALOG DEVICES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>032654105</cusip>
			<value>346</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>6400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>APARTMENT INVT &amp; MGMNT CO</nameOfIssuer>
			<titleOfClass>COM CLASS A</titleOfClass>
			<cusip>03748R101</cusip>
			<value>272</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8421</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8421</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>APPLE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>037833100</cusip>
			<value>2481</value>
			<shrsOrPrnAmt>
				<sshPrnamt>26698</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>26698</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ARCHER-DANIELS MIDLAND CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>039483102</cusip>
			<value>287</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6514</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>6514</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ARM HOLDINGS PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>042068106</cusip>
			<value>18396</value>
			<shrsOrPrnAmt>
				<sshPrnamt>406636</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>406636</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ATMEL CORP.</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>049513104</cusip>
			<value>17123</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1827415</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1827415</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AUTOMATIC DATA PROCESSING INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>053015103</cusip>
			<value>355</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4479</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4479</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AVALONBAY COMMUNITIES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>053484101</cusip>
			<value>2085</value>
			<shrsOrPrnAmt>
				<sshPrnamt>14660</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>14660</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>B C E INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>05534B760</cusip>
			<value>267</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5886</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5886</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BP PLC</nameOfIssuer>
			<titleOfClass>SPNSRD ADR</titleOfClass>
			<cusip>055622104</cusip>
			<value>304</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5761</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5761</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BAKER HUGHES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>057224107</cusip>
			<value>29412</value>
			<shrsOrPrnAmt>
				<sshPrnamt>395063</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>395063</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BANK AMER CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>060505104</cusip>
			<value>29998</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1951756</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1951756</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BERKSHIRE HATHAWAY INC</nameOfIssuer>
			<titleOfClass>COM CLASS A</titleOfClass>
			<cusip>084670108</cusip>
			<value>570</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BERKSHIRE HATHAWAY INC</nameOfIssuer>
			<titleOfClass>COM CLASS B</titleOfClass>
			<cusip>084670702</cusip>
			<value>476</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3764</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3764</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BIOGEN IDEC INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>09062X103</cusip>
			<value>366</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1160</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1160</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BLACKROCK INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>09247X101</cusip>
			<value>25825</value>
			<shrsOrPrnAmt>
				<sshPrnamt>80804</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>80804</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BLOCK H &amp; R INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>093671105</cusip>
			<value>751</value>
			<shrsOrPrnAmt>
				<sshPrnamt>22415</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>22415</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BOEING COMPANY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>097023105</cusip>
			<value>32151</value>
			<shrsOrPrnAmt>
				<sshPrnamt>252698</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>252698</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRIGGS &amp; STRATTON CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>109043109</cusip>
			<value>376</value>
			<shrsOrPrnAmt>
				<sshPrnamt>18385</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>18385</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRINK&apos;S COMPANY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>109696104</cusip>
			<value>652</value>
			<shrsOrPrnAmt>
				<sshPrnamt>23115</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>23115</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRISTOL MYERS SQUIBB CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>110122108</cusip>
			<value>27062</value>
			<shrsOrPrnAmt>
				<sshPrnamt>557864</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>557864</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CBRE GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>12504L109</cusip>
			<value>17174</value>
			<shrsOrPrnAmt>
				<sshPrnamt>536030</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>536030</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CIGNA CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>125509109</cusip>
			<value>250</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2717</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2717</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CSX CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>126408103</cusip>
			<value>572</value>
			<shrsOrPrnAmt>
				<sshPrnamt>18565</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>18565</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>CATERPILLAR INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>149123101</cusip>
			<value>20840</value>
			<shrsOrPrnAmt>
				<sshPrnamt>191776</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>191776</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>CELGENE CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>151020104</cusip>
			<value>17505</value>
			<shrsOrPrnAmt>
				<sshPrnamt>203826</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>203826</Sole>
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				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>CHESAPEAKE ENERGY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>165167107</cusip>
			<value>23940</value>
			<shrsOrPrnAmt>
				<sshPrnamt>770282</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>770282</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>CHEVRON CORP</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>166764100</cusip>
			<value>5059</value>
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				<sshPrnamt>38753</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>38753</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHUBB CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>171232101</cusip>
			<value>21501</value>
			<shrsOrPrnAmt>
				<sshPrnamt>233279</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>233279</Sole>
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				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>CIMAREX ENERGY CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>171798101</cusip>
			<value>262</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1828</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>CISCO SYSTEMS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>17275R102</cusip>
			<value>17911</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>720751</Sole>
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				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>172967424</cusip>
			<value>202</value>
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				<sshPrnamt>4294</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4294</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>CLIFFS NATURAL RESOURCES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>18683K101</cusip>
			<value>7025</value>
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				<sshPrnamt>466803</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>466803</Sole>
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				<None>0</None>
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			<nameOfIssuer>COACH INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>396</value>
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				<sshPrnamt>11593</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11593</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>COCA-COLA COMPANY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>191216100</cusip>
			<value>1445</value>
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				<sshPrnamt>34114</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>34114</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>COLGATE PALMOLIVE CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>194162103</cusip>
			<value>310</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4540</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>CONAGRA FOODS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>205887102</cusip>
			<value>351</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11810</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>20825C104</cusip>
			<value>1372</value>
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				<sshPrnamt>16009</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>16009</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>COSTCO WHSL CORP</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>22160K105</cusip>
			<value>23094</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>200542</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
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			<nameOfIssuer>COUSINS PROPERTIES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>222795106</cusip>
			<value>872</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>70021</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CROWN HOLDINGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>228368106</cusip>
			<value>470</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9450</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9450</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>CUMMINS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>231021106</cusip>
			<value>28424</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>184223</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>DDR CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>23317H102</cusip>
			<value>195</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11045</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>D R HORTON INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>23331A109</cusip>
			<value>23064</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>938330</Sole>
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		<infoTable>
			<nameOfIssuer>DENISON MINES CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>248356107</cusip>
			<value>18</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15000</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>DEVON ENERGY CORP</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>25179M103</cusip>
			<value>1052</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>13253</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>DIEBOLD INCORPORATED</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>253651103</cusip>
			<value>777</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>19350</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>254687106</cusip>
			<value>401</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4681</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>DISCOVER FINL SVCS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>254709108</cusip>
			<value>539</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8700</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>DU PONT E I DE NEMOURS &amp; CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>263534109</cusip>
			<value>23441</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>358202</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>DUKE REALTY CORP</nameOfIssuer>
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			<cusip>264411505</cusip>
			<value>1849</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>101800</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>EMC CORPORATION MASS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>268648102</cusip>
			<value>12229</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>464277</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>ETFS GOLD TR</nameOfIssuer>
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			<cusip>26922Y105</cusip>
			<value>490</value>
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				<sshPrnamt>3760</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3760</Sole>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>EBAY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>278642103</cusip>
			<value>247</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4933</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4933</Sole>
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		<infoTable>
			<nameOfIssuer>ENTERPRISE PRODUCTS PARTNERS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>293792107</cusip>
			<value>401</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5123</Sole>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>EQUITY RESIDENTIAL</nameOfIssuer>
			<titleOfClass>SH BEN INT</titleOfClass>
			<cusip>29476L107</cusip>
			<value>1930</value>
			<shrsOrPrnAmt>
				<sshPrnamt>30635</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>30635</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>ESSEX PROPERTIES TRUST</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>297178105</cusip>
			<value>2042</value>
			<shrsOrPrnAmt>
				<sshPrnamt>11043</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11043</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>EXPRESS SCRIPTS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30219G108</cusip>
			<value>23571</value>
			<shrsOrPrnAmt>
				<sshPrnamt>339985</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>339985</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30231G102</cusip>
			<value>5970</value>
			<shrsOrPrnAmt>
				<sshPrnamt>59300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>59300</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>FACEBOOK INC</nameOfIssuer>
			<titleOfClass>COM CLASS A</titleOfClass>
			<cusip>30303M102</cusip>
			<value>725</value>
			<shrsOrPrnAmt>
				<sshPrnamt>10778</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>10778</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>FEDERAL REALTY INVESTMENT TR</nameOfIssuer>
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			<cusip>313747206</cusip>
			<value>2108</value>
			<shrsOrPrnAmt>
				<sshPrnamt>17433</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<votingAuthority>
				<Sole>17433</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>FIRST REPUBLIC BANK</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>33616C100</cusip>
			<value>28058</value>
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				<sshPrnamt>510235</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>510235</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>FIRST TRUST MORNINGSTAR DIV LEADERS IDX</nameOfIssuer>
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			<cusip>336917109</cusip>
			<value>439</value>
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				<sshPrnamt>18452</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>18452</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>FORD MOTOR CO</nameOfIssuer>
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			<cusip>345370860</cusip>
			<value>24447</value>
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				<sshPrnamt>1418019</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1418019</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>FRONTIER COMMUNICATIONS GROUP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11093</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>GEN DYNAMICS CORP</nameOfIssuer>
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			<cusip>369550108</cusip>
			<value>287</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2460</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2460</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>GENERAL ELEC CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>369604103</cusip>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1064987</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
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			<value>673</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8114</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>GOLUB CAPITAL BDC INC</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3898971</Sole>
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				<None>0</None>
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			<nameOfIssuer>GOOGLE INC</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>35809</Sole>
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				<None>0</None>
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			<nameOfIssuer>GOOGLE INC</nameOfIssuer>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>34016</Sole>
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				<None>0</None>
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			<nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4466</Sole>
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				<None>0</None>
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			<nameOfIssuer>HEALTH CARE REIT INC</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4100</Sole>
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				<None>0</None>
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			<nameOfIssuer>HELMERICH &amp; PAYNE INC</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>268991</Sole>
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				<None>0</None>
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			<nameOfIssuer>HEWLETT PACKARD CORP</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>27724</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>321266</Sole>
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				<None>0</None>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>344595</Sole>
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				<None>0</None>
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			<nameOfIssuer>HONEYWELL INTERNATIONAL INC</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>ITT CORP</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>17900</Sole>
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			<nameOfIssuer>INTEL CORP</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>19685</Sole>
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		<infoTable>
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			<votingAuthority>
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			<nameOfIssuer>ISHARES GOLD TRUST</nameOfIssuer>
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		<infoTable>
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		<infoTable>
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		<infoTable>
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		<infoTable>
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		<infoTable>
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		<infoTable>
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		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
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		<infoTable>
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			<votingAuthority>
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		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>US UTILITS ETF</titleOfClass>
			<cusip>464287697</cusip>
			<value>255</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2290</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2290</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>US REAL ES ETF</titleOfClass>
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			<value>2986</value>
			<shrsOrPrnAmt>
				<sshPrnamt>41590</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>41590</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>US INDL ETF</titleOfClass>
			<cusip>464287754</cusip>
			<value>892</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8612</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8612</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>US HLTHCARE ETF</titleOfClass>
			<cusip>464287762</cusip>
			<value>315</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2455</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2455</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>US CNSM GD ETF</titleOfClass>
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			<value>819</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8250</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8250</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>MRGSTR MD CP ETF</titleOfClass>
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				<sshPrnamt>2280</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2280</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
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				<sshPrnamt>3920</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3920</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>MRGSTR MD CP VAL</titleOfClass>
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			<value>703</value>
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				<sshPrnamt>5655</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5655</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>ASIA DV RE ETF</titleOfClass>
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			<value>479</value>
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				<sshPrnamt>14555</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>14555</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>EUR DEV RE ETF</titleOfClass>
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			<value>593</value>
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				<sshPrnamt>15502</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15502</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>INTL DEV RE ETF</titleOfClass>
			<cusip>464288489</cusip>
			<value>395</value>
			<shrsOrPrnAmt>
				<sshPrnamt>12290</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>12290</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>REAL EST 50 ETF</titleOfClass>
			<cusip>464288521</cusip>
			<value>1450</value>
			<shrsOrPrnAmt>
				<sshPrnamt>33232</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>33232</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>SHRT TRS BD ETF</titleOfClass>
			<cusip>464288679</cusip>
			<value>2119</value>
			<shrsOrPrnAmt>
				<sshPrnamt>19215</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>19215</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>US PFD STK ETF</titleOfClass>
			<cusip>464288687</cusip>
			<value>220</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5516</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5516</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>46625H100</cusip>
			<value>26869</value>
			<shrsOrPrnAmt>
				<sshPrnamt>466315</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>466315</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JACOBS ENGINEERING GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>469814107</cusip>
			<value>14204</value>
			<shrsOrPrnAmt>
				<sshPrnamt>266595</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>266595</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>478160104</cusip>
			<value>2167</value>
			<shrsOrPrnAmt>
				<sshPrnamt>20712</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>20712</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KLA TENCOR CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>482480100</cusip>
			<value>21112</value>
			<shrsOrPrnAmt>
				<sshPrnamt>290643</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>290643</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KKR &amp; CO LP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>48248M102</cusip>
			<value>66628</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2738522</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2738522</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KIMBERLY CLARK CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>494368103</cusip>
			<value>646</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5812</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5812</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KIMCO REALTY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>49446R109</cusip>
			<value>428</value>
			<shrsOrPrnAmt>
				<sshPrnamt>18617</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>18617</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LPL FINANCIAL HOLDINGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>50212V100</cusip>
			<value>2862</value>
			<shrsOrPrnAmt>
				<sshPrnamt>57533</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>57533</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LIFELOCK INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>53224V100</cusip>
			<value>9102</value>
			<shrsOrPrnAmt>
				<sshPrnamt>652040</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>652040</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LILLY ELI &amp; COMPANY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>532457108</cusip>
			<value>546</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8783</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8783</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MANULIFE FINANCIAL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>56501R106</cusip>
			<value>18500</value>
			<shrsOrPrnAmt>
				<sshPrnamt>931056</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>931056</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MARKET VECTORS TRUST</nameOfIssuer>
			<titleOfClass>GOLD MINER ETF</titleOfClass>
			<cusip>57060U100</cusip>
			<value>644</value>
			<shrsOrPrnAmt>
				<sshPrnamt>24365</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>24365</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MARSH &amp; MCLENNAN COS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>571748102</cusip>
			<value>804</value>
			<shrsOrPrnAmt>
				<sshPrnamt>15515</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15515</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>580135101</cusip>
			<value>925</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9187</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9187</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MCKESSON CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58155Q103</cusip>
			<value>225</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1207</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1207</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MERCK &amp; CO. INC.</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58933Y105</cusip>
			<value>548</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9471</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9471</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>METLIFE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>59156R108</cusip>
			<value>243</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4365</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4365</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>594918104</cusip>
			<value>1883</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45157</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>45157</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MONSANTO COMPANY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>61166W101</cusip>
			<value>494</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3960</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3960</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>617446448</cusip>
			<value>27869</value>
			<shrsOrPrnAmt>
				<sshPrnamt>862031</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>862031</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MORGAN STANLEY ASIA PACIFIC FD I</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>61744U106</cusip>
			<value>509</value>
			<shrsOrPrnAmt>
				<sshPrnamt>30455</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>30455</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MOSAIC CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>61945C103</cusip>
			<value>18062</value>
			<shrsOrPrnAmt>
				<sshPrnamt>365262</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>365262</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MYLAN INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>628530107</cusip>
			<value>27277</value>
			<shrsOrPrnAmt>
				<sshPrnamt>529040</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>529040</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NETAPP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>64110D104</cusip>
			<value>8989</value>
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				<sshPrnamt>246142</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>246142</Sole>
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				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>NEWELL RUBBERMAID INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>651229106</cusip>
			<value>766</value>
			<shrsOrPrnAmt>
				<sshPrnamt>24730</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>24730</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>65339F101</cusip>
			<value>230</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2245</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2245</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NIKE INC</nameOfIssuer>
			<titleOfClass>COM CLASS B</titleOfClass>
			<cusip>654106103</cusip>
			<value>24933</value>
			<shrsOrPrnAmt>
				<sshPrnamt>321513</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>321513</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>NOVARTIS AG</nameOfIssuer>
			<titleOfClass>SPNSRD ADR</titleOfClass>
			<cusip>66987V109</cusip>
			<value>222</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2450</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2450</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>OCCIDENTAL PETROLEUM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>674599105</cusip>
			<value>534</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5198</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5198</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ONEOK PARTNERS LP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>68268N103</cusip>
			<value>246</value>
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				<sshPrnamt>4200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4200</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>OPEN TABLE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>68372A104</cusip>
			<value>9363</value>
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				<sshPrnamt>90380</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>90380</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>ORACLE CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>68389X105</cusip>
			<value>21024</value>
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				<sshPrnamt>518732</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>518732</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>PARKER-HANNIFIN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>701094104</cusip>
			<value>26019</value>
			<shrsOrPrnAmt>
				<sshPrnamt>206945</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>206945</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PEPSICO INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>713448108</cusip>
			<value>386</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4315</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4315</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PFIZER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>717081103</cusip>
			<value>21093</value>
			<shrsOrPrnAmt>
				<sshPrnamt>710669</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>710669</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PHILIP MORRIS INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>718172109</cusip>
			<value>841</value>
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				<sshPrnamt>9970</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9970</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PHILLIPS 66</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>718546104</cusip>
			<value>485</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6035</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>6035</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PIMCO ETF TR</nameOfIssuer>
			<titleOfClass>1-5 US TIP IDX</titleOfClass>
			<cusip>72201R205</cusip>
			<value>742</value>
			<shrsOrPrnAmt>
				<sshPrnamt>13845</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>13845</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PIONEER NATL RESOURCES CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>723787107</cusip>
			<value>253</value>
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				<sshPrnamt>1100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1100</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PLAINS ALL AMERICAN PIPELINE</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>726503105</cusip>
			<value>421</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7004</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7004</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>POWERSHARES QQQ TRUST</nameOfIssuer>
			<titleOfClass>UNIT SER-1</titleOfClass>
			<cusip>73935A104</cusip>
			<value>2144</value>
			<shrsOrPrnAmt>
				<sshPrnamt>22833</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>22833</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>POWERSHARES ETF TRUST</nameOfIssuer>
			<titleOfClass>FTSE RAFI 1000</titleOfClass>
			<cusip>73935X583</cusip>
			<value>904</value>
			<shrsOrPrnAmt>
				<sshPrnamt>10225</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>10225</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>POWERSHARES ETF TRUST</nameOfIssuer>
			<titleOfClass>S&amp;P 500 HGH QLTY</titleOfClass>
			<cusip>73935X682</cusip>
			<value>770</value>
			<shrsOrPrnAmt>
				<sshPrnamt>35905</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>35905</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>POWERSHARES ETF TRUST</nameOfIssuer>
			<titleOfClass>INTL DIV ACHV</titleOfClass>
			<cusip>73935X716</cusip>
			<value>326</value>
			<shrsOrPrnAmt>
				<sshPrnamt>16890</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>POWERSHARES ETF TR II</nameOfIssuer>
			<titleOfClass>S&amp;P 500 LOW VOL</titleOfClass>
			<cusip>73937B779</cusip>
			<value>1018</value>
			<shrsOrPrnAmt>
				<sshPrnamt>28590</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>28590</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>PRECISION CASTPARTS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>740189105</cusip>
			<value>222</value>
			<shrsOrPrnAmt>
				<sshPrnamt>878</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>878</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>PRICELINE GROUP INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>741503403</cusip>
			<value>13860</value>
			<shrsOrPrnAmt>
				<sshPrnamt>11521</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11521</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PROCTER &amp; GAMBLE CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>742718109</cusip>
			<value>2195</value>
			<shrsOrPrnAmt>
				<sshPrnamt>27933</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>27933</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PROLOGIS INC.</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74340W103</cusip>
			<value>377</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9176</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9176</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>PUBLIC STORAGE</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74460D109</cusip>
			<value>2374</value>
			<shrsOrPrnAmt>
				<sshPrnamt>13855</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>13855</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>QUALCOMM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>747525103</cusip>
			<value>21609</value>
			<shrsOrPrnAmt>
				<sshPrnamt>272841</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>272841</Sole>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>RAYTHEON CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>755111507</cusip>
			<value>987</value>
			<shrsOrPrnAmt>
				<sshPrnamt>10702</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>10702</Sole>
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		<infoTable>
			<nameOfIssuer>REALTY INCOME CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>756109104</cusip>
			<value>719</value>
			<shrsOrPrnAmt>
				<sshPrnamt>16180</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>16180</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>REYNOLDS AMERICAN INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>761713106</cusip>
			<value>919</value>
			<shrsOrPrnAmt>
				<sshPrnamt>15225</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15225</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>RIVERBED TECHNOLOGY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>768573107</cusip>
			<value>18652</value>
			<shrsOrPrnAmt>
				<sshPrnamt>904135</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>904135</Sole>
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		<infoTable>
			<nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer>
			<titleOfClass>CL A ADR</titleOfClass>
			<cusip>780259206</cusip>
			<value>620</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7532</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7532</Sole>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>RYDER SYSTEM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>783549108</cusip>
			<value>25703</value>
			<shrsOrPrnAmt>
				<sshPrnamt>291786</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>291786</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>RYDEX ETF TRUST</nameOfIssuer>
			<titleOfClass>GUG S&amp;P 500EQUIT</titleOfClass>
			<cusip>78355W106</cusip>
			<value>914</value>
			<shrsOrPrnAmt>
				<sshPrnamt>11920</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11920</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SL GREEN REALTY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>78440X101</cusip>
			<value>329</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3006</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3006</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>S&amp;P DEPOSITORY RECEIPTS TRUST</nameOfIssuer>
			<titleOfClass>TR UNIT</titleOfClass>
			<cusip>78462F103</cusip>
			<value>3518</value>
			<shrsOrPrnAmt>
				<sshPrnamt>17976</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>17976</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR GOLD TRUST</nameOfIssuer>
			<titleOfClass>GOLD SHS</titleOfClass>
			<cusip>78463V107</cusip>
			<value>851</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6645</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>6645</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR INDEX SHS FDS</nameOfIssuer>
			<titleOfClass>DJ INTL ETF</titleOfClass>
			<cusip>78463X863</cusip>
			<value>1295</value>
			<shrsOrPrnAmt>
				<sshPrnamt>29269</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>29269</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>S&amp;P600SMCAPGRW</titleOfClass>
			<cusip>78464A201</cusip>
			<value>828</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4570</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4570</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>S&amp;P600SMCAPVAL</titleOfClass>
			<cusip>78464A300</cusip>
			<value>840</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7620</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7620</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>SHT INTL ETF</titleOfClass>
			<cusip>78464A334</cusip>
			<value>221</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6045</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>6045</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>S&amp;P 500 GROWTH</titleOfClass>
			<cusip>78464A409</cusip>
			<value>860</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9455</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9455</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>DB INT GVT ETF</titleOfClass>
			<cusip>78464A490</cusip>
			<value>385</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6210</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>6210</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>S&amp;P 500 VALUE</titleOfClass>
			<cusip>78464A508</cusip>
			<value>886</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9050</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9050</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>DJ REIT ETF</titleOfClass>
			<cusip>78464A607</cusip>
			<value>284</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3425</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3425</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>BRCLYS 1-3MT ETF</titleOfClass>
			<cusip>78464A680</cusip>
			<value>2087</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>45600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>S&amp;P OILGAS EXP</titleOfClass>
			<cusip>78464A730</cusip>
			<value>1020</value>
			<shrsOrPrnAmt>
				<sshPrnamt>12400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>12400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>S&amp;P OILGAS EQUIP</titleOfClass>
			<cusip>78464A748</cusip>
			<value>941</value>
			<shrsOrPrnAmt>
				<sshPrnamt>19105</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>19105</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>S&amp;P DIVID ETF</titleOfClass>
			<cusip>78464A763</cusip>
			<value>853</value>
			<shrsOrPrnAmt>
				<sshPrnamt>11139</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11139</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
			<titleOfClass>S&amp;P BNK ETF</titleOfClass>
			<cusip>78464A797</cusip>
			<value>855</value>
			<shrsOrPrnAmt>
				<sshPrnamt>25570</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>25570</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR DOW JONES INDL AVRG ETF</nameOfIssuer>
			<titleOfClass>UT SER I</titleOfClass>
			<cusip>78467X109</cusip>
			<value>832</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4955</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4955</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPDR S&amp;P MIDCAP 400 ETF TRUST</nameOfIssuer>
			<titleOfClass>UT SER I</titleOfClass>
			<cusip>78467Y107</cusip>
			<value>2065</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7927</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7927</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SCHLUMBERGER LIMITED</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>806857108</cusip>
			<value>33721</value>
			<shrsOrPrnAmt>
				<sshPrnamt>285891</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>285891</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHARLES SCHWAB CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>808513105</cusip>
			<value>929</value>
			<shrsOrPrnAmt>
				<sshPrnamt>34495</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>34495</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SCRIPPS NETWORKS INTERACTIVE</nameOfIssuer>
			<titleOfClass>COM CLASS A</titleOfClass>
			<cusip>811065101</cusip>
			<value>18384</value>
			<shrsOrPrnAmt>
				<sshPrnamt>226575</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>226575</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SEALED AIR CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>81211K100</cusip>
			<value>658</value>
			<shrsOrPrnAmt>
				<sshPrnamt>19270</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>19270</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
			<titleOfClass>SBI MATERIALS</titleOfClass>
			<cusip>81369Y100</cusip>
			<value>827</value>
			<shrsOrPrnAmt>
				<sshPrnamt>16665</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>16665</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
			<titleOfClass>SBI INT-ENERGY</titleOfClass>
			<cusip>81369Y506</cusip>
			<value>945</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9445</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9445</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
			<titleOfClass>SBI-INT-FINL</titleOfClass>
			<cusip>81369Y605</cusip>
			<value>841</value>
			<shrsOrPrnAmt>
				<sshPrnamt>37005</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>37005</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
			<titleOfClass>SBI INT-TECHNOLOGY</titleOfClass>
			<cusip>81369Y803</cusip>
			<value>273</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7131</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7131</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
			<titleOfClass>SBI INT-UTILS</titleOfClass>
			<cusip>81369Y886</cusip>
			<value>556</value>
			<shrsOrPrnAmt>
				<sshPrnamt>12572</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>12572</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SEMPRA ENERGY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>816851109</cusip>
			<value>524</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5003</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5003</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SIEMENS A G</nameOfIssuer>
			<titleOfClass>SPON ADR</titleOfClass>
			<cusip>826197501</cusip>
			<value>224</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SIMON PPTY GROUP INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>828806109</cusip>
			<value>980</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5894</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5894</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOUTHERN CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>842587107</cusip>
			<value>247</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5450</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5450</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOUTHERN COPPER CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>84265V105</cusip>
			<value>236</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7782</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7782</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOVRAN SELF STORAGE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>84610H108</cusip>
			<value>278</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>STANLEY BLACK &amp; DECKER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>854502101</cusip>
			<value>25520</value>
			<shrsOrPrnAmt>
				<sshPrnamt>290595</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>290595</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>STAPLES, INC.</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>855030102</cusip>
			<value>13289</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1225911</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1225911</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>STARBUCKS CORPORATION</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>855244109</cusip>
			<value>282</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3645</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3645</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>STEELCASE INC.</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>858155203</cusip>
			<value>745</value>
			<shrsOrPrnAmt>
				<sshPrnamt>49270</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>49270</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>STRYKER CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>863667101</cusip>
			<value>228</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2704</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2704</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SUNOCO LOGISTICS PARTNERS LP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>86764L108</cusip>
			<value>841</value>
			<shrsOrPrnAmt>
				<sshPrnamt>17850</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>17850</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>SWISS HELVETIA FD, INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>870875101</cusip>
			<value>963</value>
			<shrsOrPrnAmt>
				<sshPrnamt>66062</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>66062</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>TERADATA CORPORATION</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>88076W103</cusip>
			<value>856</value>
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				<sshPrnamt>21302</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>21302</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>3M CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>88579Y101</cusip>
			<value>1278</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8920</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8920</Sole>
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				<None>0</None>
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			<nameOfIssuer>TOLL BROTHERS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>889478103</cusip>
			<value>21399</value>
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				<sshPrnamt>579920</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>579920</Sole>
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				<None>0</None>
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			<nameOfIssuer>TRAVELERS COS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>89417E109</cusip>
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				<sshPrnamt>2436</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2436</Sole>
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				<None>0</None>
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			<nameOfIssuer>TRULIA INC</nameOfIssuer>
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			<cusip>897888103</cusip>
			<value>15048</value>
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				<sshPrnamt>317605</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>317605</Sole>
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				<None>0</None>
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			<nameOfIssuer>UDR INC</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>70970</Sole>
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			<nameOfIssuer>UGI CORP NEW</nameOfIssuer>
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			<value>220</value>
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				<sshPrnamt>4364</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4364</Sole>
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				<None>0</None>
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			<nameOfIssuer>US BANCORP</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7300</Sole>
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				<None>0</None>
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			<nameOfIssuer>UNILEVER PLC</nameOfIssuer>
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			<value>266</value>
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				<sshPrnamt>5860</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5860</Sole>
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				<None>0</None>
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			<nameOfIssuer>UNION PAC CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>334</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3344</Sole>
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				<None>0</None>
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			<nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>UNITED TECHNOLOGIES CORP</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>VANGUARD WORLD FUND</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<None>0</None>
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		<infoTable>
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			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>VANGUARD WORLD FDS</nameOfIssuer>
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			<value>761</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>VANGUARD WORLD FDS</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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				<None>0</None>
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			<nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
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			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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		<infoTable>
			<nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
			<titleOfClass>VALUE ETF</titleOfClass>
			<cusip>922908744</cusip>
			<value>285</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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		<infoTable>
			<nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
			<titleOfClass>TOTAL STK MRKT</titleOfClass>
			<cusip>922908769</cusip>
			<value>608</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>VERIZON COMMUNICATIONS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>485</value>
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			<votingAuthority>
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			<nameOfIssuer>VISA INC CL A</nameOfIssuer>
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			<cusip>92826C839</cusip>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>VORNADO REALTY TR</nameOfIssuer>
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			<cusip>929042109</cusip>
			<value>2329</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>VULCAN MATERIALS CO</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>WASHINGTON REAL ESTATE INVT</nameOfIssuer>
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			<cusip>939653101</cusip>
			<value>1392</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>WEINGARTEN REALTY INVS</nameOfIssuer>
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			<cusip>948741103</cusip>
			<value>1648</value>
			<shrsOrPrnAmt>
				<sshPrnamt>50191</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>50191</Sole>
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		<infoTable>
			<nameOfIssuer>WELLS FARGO &amp; CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>39271</value>
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			<nameOfIssuer>WESCO INTERNATIONAL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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		<infoTable>
			<nameOfIssuer>WESTERN UNION CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>959802109</cusip>
			<value>202</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11649</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>WEYERHAEUSER COMPANY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>962166104</cusip>
			<value>22189</value>
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				<sshPrnamt>670571</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>670571</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>WHOLE FOODS MARKET INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>966837106</cusip>
			<value>15066</value>
			<shrsOrPrnAmt>
				<sshPrnamt>390003</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>390003</Sole>
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		<infoTable>
			<nameOfIssuer>WISDOMTREE TR</nameOfIssuer>
			<titleOfClass>TOTAL DIVID FD</titleOfClass>
			<cusip>97717W109</cusip>
			<value>792</value>
			<shrsOrPrnAmt>
				<sshPrnamt>11075</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11075</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>WISDOMTREE TR</nameOfIssuer>
			<titleOfClass>DIV EX-FINL FD</titleOfClass>
			<cusip>97717W406</cusip>
			<value>731</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9885</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9885</Sole>
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		<infoTable>
			<nameOfIssuer>WISDOMTREE TR</nameOfIssuer>
			<titleOfClass>MIDCAP DIVID FD</titleOfClass>
			<cusip>97717W505</cusip>
			<value>798</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9770</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9770</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>WISDOMTREE TR</nameOfIssuer>
			<titleOfClass>DEFA EQT INC ETF</titleOfClass>
			<cusip>97717W802</cusip>
			<value>541</value>
			<shrsOrPrnAmt>
				<sshPrnamt>11015</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11015</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>XEROX CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>984121103</cusip>
			<value>838</value>
			<shrsOrPrnAmt>
				<sshPrnamt>67370</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>67370</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>YUM! BRANDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>988498101</cusip>
			<value>18067</value>
			<shrsOrPrnAmt>
				<sshPrnamt>222505</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>222505</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ZYNGA INC.</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>98986T108</cusip>
			<value>33</value>
			<shrsOrPrnAmt>
				<sshPrnamt>10300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>10300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AIRCASTLE LTD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G0129K104</cusip>
			<value>8222</value>
			<shrsOrPrnAmt>
				<sshPrnamt>462699</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>462699</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>COVIDIEN PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G2554F113</cusip>
			<value>451</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ORIENT EXPRESS HOTELS LTD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G67743107</cusip>
			<value>10145</value>
			<shrsOrPrnAmt>
				<sshPrnamt>697710</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>697710</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TYCO INTERNATIONAL LTD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>H89128104</cusip>
			<value>228</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
</informationTable>
