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
Amtrust Financial Services Inc COM 032359309 15,064 460,809 SH   DFND 1 460,809 0 0
Amtrust Financial Services Inc COM 032359309 808 24,723 SH   SOLE   24,723 0 0
Baidu Inc SPON ADR REP A 056752108 776 109,842 SH   DFND 1 109,842 0 0
Baidu Inc SPON ADR REP A 056752108 19,539 4,363 SH   SOLE   4,363 0 0
Chicago Bridge & Iron Co NV COM 167250109 14,411 173,338 SH   DFND 1 173,338 0 0
Chicago Bridge & Iron Co NV COM 167250109 792 9,529 SH   SOLE   9,529 0 0
Cognizant Technology Solutions CL A 192446102 14,404 142,642 SH   DFND 1 142,642 0 0
DaVita HealthCare Partners Inc COM 23918K108 14,702 232,000 SH   DFND 1 232,000 0 0
Monsanto Co COM 61166W101 790 123,337 SH   DFND 1 123,337 0 0
Monsanto Co COM 61166W101 14,375 6,780 SH   SOLE   6,780 0 0
Ocwen Financial Corp COM NEW 675746309 31,306 564,588 SH   DFND 1 564,588 0 0
Ocwen Financial Corp COM NEW 675746309 1,500 27,060 SH   SOLE   27,060 0 0
Post Holdings Inc COM 737446104 13,486 273,724 SH   DFND 1 273,724 0 0
priceline.com Inc COM NEW 741503403 18,002 15,487 SH   DFND 1 15,487 0 0
priceline.com Inc COM NEW 741503403 724 623 SH   SOLE   623 0 0
QUALCOMM Inc COM 747525103 14,176 190,929 SH   DFND 1 190,929 0 0
Valero Energy Corp COM 91913Y100 25,046 496,942 SH   DFND 1 496,942 0 0
Valero Energy Corp COM 91913Y100 1,667 33,077 SH   SOLE   33,077 0 0
Whiting Petroleum Corp COM 966387102 11,056 178,700 SH   DFND 1 178,700 0 0