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

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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
VERIZON COMMUNICATIONS INC COM COM 92343V105 6,472 135,188 SH   SOLE   135,188 0 0
SAFEWAY INC COM COM 786514134 3,411 100,000 SH   SOLE   100,000 0 0
AUTONAVI HOLDINGS LTD SPONSORED ADR COM 05330F107 36,085 1,740,608 SH   SOLE   1,740,608 0 0
BEAM INC COM COM 073730104 5,010 60,000 SH   SOLE   60,000 0 0
NOW INC COM COM 67011P101 332 10,261 SH   SOLE   10,261 0 0
EPL OIL & GAS INC COM COM 26883D109 10,639 415,000 SH   SOLE   415,000 0 0
JOS A BANK CLOTHIERS INC COM COM 480838102 11,206 172,400 SH   SOLE   172,400 0 0