The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L104 | 7,211 | 404,200 | SH | SOLE | None | 404,200 | 0 | 0 | |
| BRINKS CO | COM | 109696104 | 6,161 | 180,458 | SH | SOLE | None | 180,458 | 0 | 0 | |
| CANADIAN NAT RES LTD | COM | 136385101 | 4,531 | 133,893 | SH | SOLE | None | 133,893 | 0 | 0 | |
| INVESCO LTD | SHS | G491BT108 | 5,306 | 145,760 | SH | SOLE | None | 145,760 | 0 | 0 | |
| METLIFE INC | COM | 59156R108 | 5,795 | 107,470 | SH | SOLE | None | 107,470 | 0 | 0 | |
| POSCO | SPONSORED ADR | 693483109 | 4,150 | 53,200 | SH | SOLE | None | 53,200 | 0 | 0 | |
| POWERSHARES ETF TRUST | DYNA BUYBK ACH | 73935X286 | 5,040 | 117,000 | SH | SOLE | None | 117,000 | 0 | 0 | |
| ROCKWELL AUTOMATION INC | COM | 773903109 | 11,816 | 100,000 | SH | SOLE | None | 100,000 | 0 | 0 | |
| TYSON FOODS INC | CLA | 902494103 | 6,785 | 202,790 | SH | SOLE | None | 202,790 | 0 | 0 | |
| UNITED CONTL HLDGS INC | COM | 910047109 | 14,319 | 378,500 | SH | SOLE | None | 378,500 | 0 | 0 | |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 5,151 | 149,900 | SH | SOLE | None | 149,900 | 0 | 0 | |