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 |
| APPLIED MATLS INC | COM | 038222105 | 40,540 | 1,797,800 | SH | SOLE | 1,797,800 | 0 | 0 | ||
| JOHNSON CTLS INC | COM | 478366107 | 137,874 | 2,761,342 | SH | SOLE | 2,761,342 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 264,384 | 6,021,054 | SH | SOLE | 6,021,054 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 287,135 | 8,714,256 | SH | SOLE | 8,714,256 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 97,836 | 3,682,213 | SH | SOLE | 3,682,213 | 0 | 0 | ||
| SK TELECOM LTD | SPONSORED ADR | 78440P108 | 201,860 | 7,781,816 | SH | SOLE | 7,781,816 | 0 | 0 | ||