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 | 6,035 | 404,200 | SH | SOLE | None | 404,200 | 0 | 0 | |
| EMPRESAS ICA S A DE CV | SPONS ADR NEW | 292448206 | 5,474 | 700,000 | SH | SOLE | None | 700,000 | 0 | 0 | |
| ISHARES | INDIA 50 ETF | 464289529 | 5,794 | 200,000 | SH | SOLE | None | 200,000 | 0 | 0 | |
| KENNEDY-WILSON HLDGS INC | COM | 489398107 | 2,540 | 94,712 | SH | SOLE | None | 94,712 | 0 | 0 | |
| PETROCHINA CO LTD | SPONSORED ADR | 71646E100 | 4,261 | 33,942 | SH | SOLE | None | 33,942 | 0 | 0 | |
| POSCO | SPONSORED ADR | 693483109 | 5,063 | 68,016 | SH | SOLE | None | 68,016 | 0 | 0 | |
| POWERSHARES ETF TRUST | DYNA BUYBK ACH | 73935X286 | 7,490 | 167,000 | SH | SOLE | None | 167,000 | 0 | 0 | |
| ROCKWELL AUTOMATION INC | COM | 773903109 | 12,516 | 100,000 | SH | SOLE | None | 100,000 | 0 | 0 | |
| TATA MTRS LTD | SPONSORED ADR | 876568502 | 7,031 | 180,000 | SH | SOLE | None | 180,000 | 0 | 0 | |
| UNITED CONTL HLDGS INC | COM | 910047109 | 12,732 | 310,000 | SH | SOLE | None | 310,000 | 0 | 0 | |