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 |
| AMERICAN INTL GROUP | COM | 026874478 | 96,900 | 2,167,777 | SH | SOLE | 2,167,777 | 0 | 0 | ||
| DELTA AIR LINES INC | COM | 247361702 | 110,533 | 5,907,713 | SH | SOLE | 5,907,713 | 0 | 0 | ||
| FLUOR CORP | COM | 343412102 | 68,012 | 1,146,724 | SH | SOLE | 1,146,724 | 0 | 0 | ||
| FOSTER WHEELER AG | COM | H27178104 | 22,492 | 1,036,000 | SH | SOLE | 1,036,000 | 0 | 0 | ||
| INFINERA CORP | COM | 45667G103 | 42,367 | 3,970,650 | SH | SOLE | 3,970,650 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM | 52729N308 | 99,252 | 4,708,326 | SH | SOLE | 4,708,326 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 200,369 | 13,982,482 | SH | SOLE | 13,982,482 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 10,366 | 468,000 | SH | SOLE | 468,000 | 0 | 0 | ||
| SK TELECOM CO LTD | SPONSORED ADR | 78440P108 | 126,536 | 6,224,092 | SH | SOLE | 6,224,092 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 91,336 | 1,471,028 | SH | SOLE | 1,471,028 | 0 | 0 | ||