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
3M CO COM 88579Y101 828 8,724 SH   SOLE   124 0 8,600
7 DAYS GROUP HLDGS LTD ADR 81783J101 458 23,700 SH   SOLE   0 0 23,700
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,255 70,420 SH   SOLE   34,320 0 36,100
AETNA INC NEW COM 00817Y108 6,136 139,143 SH   SOLE   66,243 0 72,900
AMDOCS LTD ORD G02602103 3,463 113,937 SH   SOLE   59,637 0 54,300
APACHE CORP COM 037411105 3,899 31,600 SH   SOLE   0 0 31,600
APACHE CORP COM 037411105 3,257 26,400 SH Put SOLE   0 0 26,400
APPLE INC COM 037833100 10,386 30,937 SH   SOLE   16,737 0 14,200
ARCH COAL INC COM 039380100 7,492 281,002 SH   SOLE   156,002 0 125,000
BAKER HUGHES INC COM 057224107 8,971 123,631 SH   SOLE   84,631 0 39,000
BAKER HUGHES INC COM 057224107 6,139 84,600 SH Put SOLE   84,600 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 5,231 204,159 SH   SOLE   113,759 0 90,400
CISCO SYS INC COM 17275R102 2,508 160,677 SH   SOLE   81,377 0 79,300
COACH INC COM 189754104 12,446 194,633 SH   SOLE   90,533 0 104,100
COACH INC COM 189754104 5,543 86,700 SH Put SOLE   45,200 0 41,500
D R HORTON INC COM 23331A109 2,750 238,694 SH   SOLE   129,694 0 109,000
DANAHER CORP DEL COM 235851102 9,360 176,592 SH   SOLE   85,592 0 91,000
DEVON ENERGY CORP NEW COM 25179M103 7,395 93,829 SH   SOLE   53,129 0 40,700
DEVON ENERGY CORP NEW COM 25179M103 1,403 17,800 SH Put SOLE   17,800 0 0
EMERSON ELEC CO COM 291011104 6,257 111,209 SH   SOLE   50,709 0 60,500
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 4,826 72,558 SH   SOLE   34,958 0 37,600
GOOGLE INC CL A 38259P508 2,209 4,362 SH   SOLE   2,762 0 1,600
GRAINGER W W INC COM 384802104 858 5,580 SH   SOLE   80 0 5,500
HARLEY DAVIDSON INC COM 412822108 3,522 85,943 SH   SOLE   31,243 0 54,700
HEWLETT PACKARD CO COM 428236103 1,682 46,190 SH   SOLE   23,290 0 22,900
ICICI BK LTD ADR 45104G104 7,341 148,900 SH   SOLE   56,500 0 92,400
INTEL CORP COM 458140100 1,697 76,600 SH   SOLE   40,000 0 36,600
JOHNSON & JOHNSON COM 478160104 6,878 103,380 SH   SOLE   44,080 0 59,300
KINETIC CONCEPTS INC COM NEW 49460W208 4,024 69,812 SH   SOLE   41,512 0 28,300
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,140 22,110 SH   SOLE   9,810 0 12,300
LOWES COS INC COM 548661107 1,675 71,825 SH   SOLE   925 0 70,900
MASTERCARD INC CL A 57636Q104 1,061 3,520 SH   SOLE   3,520 0 0
NETFLIX INC COM 64110L106 4,098 15,600 SH Put SOLE   15,600 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 9,609 243,810 SH   SOLE   79,110 0 164,700
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 8,241 209,100 SH Call SOLE   139,100 0 70,000
ORACLE CORP COM 68389X105 964 29,300 SH   SOLE   29,300 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 5,422 176,707 SH   SOLE   97,407 0 79,300
PROCTER & GAMBLE CO COM 742718109 7,268 114,322 SH   SOLE   45,422 0 68,900
QUANTA SVCS INC COM 74762E102 3,430 169,781 SH   SOLE   107,281 0 62,500
ROBERT HALF INTL INC COM 770323103 2,897 107,170 SH   SOLE   60,970 0 46,200
SCHLUMBERGER LTD COM 806857108 5,082 58,821 SH   SOLE   39,821 0 19,000
SCHLUMBERGER LTD COM 806857108 2,575 29,800 SH Put SOLE   29,800 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 846 67,050 SH   SOLE   0 0 67,050
TATA MTRS LTD SPONSORED ADR 876568502 6,226 276,600 SH   SOLE   104,000 0 172,600
TATA MTRS LTD SPONSORED ADR 876568502 515 22,900 SH Call SOLE   0 0 22,900
TEXAS INSTRS INC COM 882508104 821 25,000 SH   SOLE   25,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,269 85,954 SH   SOLE   46,254 0 39,700
UNITEDHEALTH GROUP INC COM 91324P102 6,183 119,822 SH   SOLE   56,222 0 63,600
URBAN OUTFITTERS INC COM 917047102 2,635 93,600 SH   SOLE   39,000 0 54,600
US BANCORP DEL COM NEW 902973304 9,140 358,243 SH   SOLE   194,743 0 163,500
VALE S A ADR 91912E105 11,868 371,415 SH   SOLE   124,415 0 247,000
VARIAN MED SYS INC COM 92220P105 8,189 116,945 SH   SOLE   57,445 0 59,500
WELLS FARGO & CO NEW COM 949746101 6,621 235,922 SH   SOLE   117,722 0 118,200
WELLS FARGO & CO NEW COM 949746101 1,810 64,500 SH Call SOLE   64,500 0 0
YUM BRANDS INC COM 988498101 3,699 66,953 SH   SOLE   30,653 0 36,300