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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
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 5,099 462,300 SH   SOLE None 462,300 0 0
BANK AMER CORP COM 060505104 6,811 380,720 SH   SOLE None 380,720 0 0
CITIGROUP INC COM NEW 172967424 6,204 114,660 SH   SOLE None 114,660 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 5,166 1,050,000 SH   SOLE None 1,050,000 0 0
ISHARES INDIA 50 ETF 464289529 9,508 318,000 SH   SOLE None 318,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 3,251 128,513 SH   SOLE None 128,513 0 0
POSCO SPONSORED ADR 693483109 5,688 89,136 SH   SOLE None 89,136 0 0
POWERSHARES ETF TRUST DYNA BUYBK ACH 73935X286 10,571 220,000 SH   SOLE None 220,000 0 0
QUALCOMM INC COM 747525103 7,433 100,000 SH   SOLE None 100,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 11,120 100,000 SH   SOLE None 100,000 0 0
SOLORCITY CORP COM 83416T100 10,696 200,000 SH   SOLE None 200,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 7,610 180,000 SH   SOLE None 180,000 0 0
TYSON FOODS INC CL A 902494103 3,921 97,800 SH   SOLE None 97,800 0 0