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 | 84,153 | 2,167,777 | SH | SOLE | 2,167,777 | 0 | 0 | ||
| BLACKROCK INC | COM | 09247X101 | 51,492 | 200,450 | SH | SOLE | 200,450 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 101,611 | 6,154,513 | SH | SOLE | 6,154,513 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 76,062 | 1,146,724 | SH | SOLE | 1,146,724 | 0 | 0 | ||
| FOSTER WHEELER AG | COM | H27178104 | 23,673 | 1,036,000 | SH | SOLE | 1,036,000 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 45,117 | 2,223,600 | SH | SOLE | 2,223,600 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 168,230 | 16,865,126 | SH | SOLE | 16,865,126 | 0 | 0 | ||
| SK TELECOM LTD | SPONSORED ADR | 78440P108 | 102,620 | 5,742,592 | SH | SOLE | 5,742,592 | 0 | 0 | ||