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
Estimated average burden
hours per response: 23.8
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
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 2,916 718,263 SH   SOLE   718,263 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 7,512 130,279 SH   SOLE   130,279 0 0
CENTRAL FD CDA LTD CL A 153501101 15,140 1,113,219 SH   SOLE   1,113,219 0 0
COMSTOCK MNG INC COM 205750102 729 441,741 SH   SOLE   441,741 0 0
COVIDIEN PLC SHS G2554F113 5,044 88,250 SH   SOLE   88,250 0 0
CROSSROADS SYS INC COM NEW 22765D209 1,014 545,404 SH   SOLE   545,404 0 0
HF2 FINL MGMT INC CL A 40421A104 6,086 602,000 SH   SOLE   602,000 0 0
IMPRIMIS PHARMACEUTICALS INC COM NEW 45323A201 2,312 272,671 SH   SOLE   272,671 0 0
IRELAND BK SPNSRD ADR NEW 46267Q202 3,387 405,191 SH   SOLE   405,191 0 0
ISHARES INC MSCI TAIWAN 464286731 931 70,000 SH   SOLE   70,000 0 0
ISHARES INC MSCI HONG KONG 464286871 3,295 293,700 SH   SOLE   293,700 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569 2,243 35,000 SH   SOLE   35,000 0 0
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 1,331 212,352 SH   SOLE   212,352 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 12,364 674,910 SH   SOLE   674,910 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 34,126 14,646,309 SH   SOLE   14,646,309 0 0