The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Bank of New York Mellon Corp/The Common Stock 064058100 22,721 650,300 SH   SOLE None 650,300 0 0
BB&T Corp Common Stock 054937107 9,140 244,900 SH   SOLE None 244,900 0 0
Capital One Financial Corp Common Stock 14040H105 21,144 276,000 SH   SOLE None 276,000 0 0
CME Group Inc/IL Common Stock 12572Q105 20,941 266,900 SH   SOLE None 266,900 0 0
Coach Inc Common Stock 189754104 23,406 417,000 SH   SOLE None 417,000 0 0
Comerica Inc Common Stock 200340107 19,753 415,500 SH   SOLE None 415,500 0 0
Costco Wholesale Corp Common Stock 22160K105 8,177 68,700 SH   SOLE None 68,700 0 0
CVS Caremark Corp Common Stock 126650100 215 3,000 SH   SOLE None 3,000 0 0
Dollar Tree Inc Common Stock 256746108 11,188 198,300 SH   SOLE None 198,300 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 24,019 135,500 SH   SOLE None 135,500 0 0
Google Inc Common Stock 38259P508 27,906 24,900 SH   SOLE None 24,900 0 0
Johnson & Johnson Common Stock 478160104 229 2,500 SH   SOLE None 2,500 0 0
Lowe's Cos Inc Common Stock 548661107 19,731 398,200 SH   SOLE None 398,200 0 0
Mindray Medical International Ltd ADR 602675100 487 13,400 SH   SOLE None 13,400 0 0
NIKE Inc Common Stock 654106103 14,312 182,000 SH   SOLE None 182,000 0 0
Ross Stores Inc Common Stock 778296103 5,148 68,700 SH   SOLE None 68,700 0 0
TJX Cos Inc Common Stock 872540109 22,777 357,400 SH   SOLE None 357,400 0 0
US Bancorp/MN Common Stock 902973304 13,805 341,700 SH   SOLE None 341,700 0 0
Vipshop Holdings Ltd ADR 92763W103 31,109 371,763 SH   SOLE None 371,763 0 0
Walt Disney Co/The Common Stock 254687106 214 2,800 SH   SOLE None 2,800 0 0
Wells Fargo & Co Common Stock 949746101 25,842 569,200 SH   SOLE None 569,200 0 0
WuXi PharmaTech Cayman Inc ADR 929352102 453 11,800 SH   SOLE None 11,800 0 0