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
ALLERGAN INC COM 018490102 2,229 17,965 SH   SOLE   0 0 17,965
ALTRIA GROUP INC COM 02209S103 337 9,000 SH   SOLE   0 0 9,000
AMAZON COM INC COM 023135106 792 2,355 SH   SOLE   0 0 2,355
APPLE INC COM 037833100 1,358 2,530 SH   SOLE   0 0 2,530
APTARGROUP INC COM 038336103 648 9,800 SH   SOLE   0 0 9,800
AT&T INC COM 00206R102 673 19,189 SH   SOLE   0 0 19,189
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 204 1,630 SH   SOLE   0 0 1,630
CAVIUM INC COM 14964U108 2,752 62,931 SH   SOLE   0 0 62,931
CHEVRON CORP NEW COM 166764100 576 4,846 SH   SOLE   0 0 4,846
CHICAGO BRIDGE & IRON CO N V COM 167250109 261 3,000 SH   SOLE   0 0 3,000
CISCO SYS INC COM 17275R102 4,778 213,166 SH   SOLE   0 0 213,166
ECOLAB INC COM 278865100 1,100 10,190 SH   SOLE   0 0 10,190
EXXON MOBIL CORP COM 30231G102 1,253 12,829 SH   SOLE   0 0 12,829
GENERAL ELECTRIC CO COM 369604103 1,967 75,972 SH   SOLE   0 0 75,972
GENERAL MTRS CO COM 37045V100 214 6,219 SH   SOLE   0 0 6,219
Global X FDS China CONS ETF 37950E408 4,190 288,453 SH   SOLE   0 0 288,453
GOOGLE INC CL A 38259P508 1,002 1,797 SH   SOLE   0 0 1,797
INTEL CORP COM 458140100 313 12,106 SH   SOLE   0 0 12,106
ISHARES China LG-CAP ETF 464287184 7,242 202,410 SH   SOLE   0 0 202,410
ISHARES Intl Dev Re ETF 464288489 726 24,145 SH   SOLE   0 0 24,145
ISHARES MSCI UK ETF 464286699 515 25,000 SH   SOLE   0 0 25,000
ISHARES U.S. PED STK ETF 464288687 691 17,700 SH   SOLE   0 0 17,700
ISHARES MBS ETF 464288588 1,381 13,015 SH   SOLE   0 0 13,015
ISHARES NAT AMT FREE BD 464288414 261 2,440 SH   SOLE   0 0 2,440
ISHARES MSCI ITALCPD ETF 464286855 9,233 521,333 SH   SOLE   0 0 521,333
ISHARES MSCI SPAN CP ETF 464286764 9,000 220,583 SH   SOLE   0 0 220,583
ISHARES MSCI EURO FL ETF 464289180 1,236 48,550 SH   SOLE   0 0 48,550
ISHARES MSCI SZ CAP ETF 464286749 275 8,000 SH   SOLE   0 0 8,000
ISHARES 1-3 YR CR BD ETF 464288646 226 2,138 SH   SOLE   0 0 2,138
ISHARES EUROPE ETF 464287861 592 12,255 SH   SOLE   0 0 12,255
ISHARES GL CLEAN ENE ETF 464288224 606 54,130 SH   SOLE   0 0 54,130
ISHARES MSCI JAPAN ETF 464286848 4,322 381,495 SH   SOLE   0 0 381,495
ISHARES GOLD TRUST ISHARES 464285105 526 42,300 SH   SOLE   0 0 42,300
JOHNSON & JOHNSON COM 478160104 1,368 13,924 SH   SOLE   0 0 13,924
JPMORGAN CHASE & CO COM 46625H100 207 3,417 SH   SOLE   0 0 3,417
MANITOWOC INC COM 563571108 358 11,379 SH   SOLE   0 0 11,379
MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 358 9,875 SH   SOLE   0 0 9,875
MASTEC INC COM 576323109 6,753 155,459 SH   SOLE   0 0 155,459
MATTEL INC COM 577081102 1,085 27,048 SH   SOLE   0 0 27,048
MCDONALDS CORP COM 580135101 931 9,500 SH   SOLE   0 0 9,500
MCKESSON CORP COM 58155Q103 1,041 5,893 SH   SOLE   0 0 5,893
MICROCHIP TECHNOLOGY INC COM 595017104 258 5,403 SH   SOLE   0 0 5,403
MONDELEZ INTL INC CL A 609207105 363 10,500 SH   SOLE   0 0 10,500
MOSYS INC COM 619718109 4,086 900,000 SH   SOLE   0 0 900,000
MRC GLOBAL INC COM 55345K103 5,498 203,914 SH   SOLE   0 0 203,914
OCCIDENTAL PETE CORP DEL COM 674599105 286 3,000 SH   SOLE   0 0 3,000
ORACLE COPR COM 68389X105 878 21,471 SH   SOLE   0 0 21,471
PFIZER INC COM 717081103 1,344 41,840 SH   SOLE   0 0 41,840
PHILIP MORRIS INTL INC COM 718172109 450 5,500 SH   SOLE   0 0 5,500
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 790 7,410 SH   SOLE   0 0 7,410
PROCTER & GAMBLE CO COM 742718109 1,610 19,973 SH   SOLE   0 0 19,973
PROSHARES TR II ULTRASHORT YEN N 74347W569 338 5,000 SH   SOLE   0 0 5,000
QUALCOMM INC COM 747525103 369 4,680 SH   SOLE   0 0 4,680
SANDISK CORP NOTE 1.500% 8/1 80004CAD3 984 600,000 PRN   SOLE   0 0 600,000
SCHLUMBERGER LTD COM 806857108 812 8,325 SH   SOLE   0 0 8,325
SILICON LABORATORIES INC COM 826919102 523 10,000 SH   SOLE   0 0 10,000
SPDR Gold Trust Gold SHS 78463V107 2,507 20,280 SH   SOLE   0 0 20,280
SPDR INDEX SHS FDS EURO STOXX 50 78463X202 981 23,000 SH   SOLE   0 0 23,000
SPDR INDEX SHS FDS S&P INTL ETF 78463X772 253 5,200 SH   SOLE   0 0 5,200
SPDR INDEX SHS FDS RUSS NOM SC JP 78463X822 2,390 48,800 SH   SOLE   0 0 48,800
SPDR S&P 500 ETF TR TR UNIT 78462F103 262 1,400 SH   SOLE   0 0 1,400
TERADATA CORP DEL COM 88076W103 1,063 21,610 SH   SOLE   0 0 21,610
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 211 4,000 SH   SOLE   0 0 4,000
TRIMBLE NAVIGATION LTD COM 896239100 1,516 39,000 SH   SOLE   0 0 39,000
UNITED TECHNOLGIES CORP COM 913017109 1,890 16,177 SH   SOLE   0 0 16,177
VANGUARD INDEX FDS REIT ETF 922908553 742 10,500 SH   SOLE   0 0 10,500
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 576 9,120 SH   SOLE   0 0 9,120
WEYERHAEUSER CO COM 962166104 1,018 34,673 SH   SOLE   0 0 34,673
WISCONSIN ENERGY CORP COM 976657106 579 12,445 SH   SOLE   0 0 12,445
WISDOMTREE TR Japan Hedge EQT 97717W851 4,666 98,569 SH   SOLE   0 0 98,569
WISDOMTREE TR JPN SCAP HDG EQT 97717W521 948 32,557 SH   SOLE   0 0 32,557
WISDOMTREE TR ASIA PAC EXJP FD 97717W828 223 3,395 SH   SOLE   0 0 3,395
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 559 9,890 SH   SOLE   0 0 9,890
XILINX INC COM 983919101 1,465 27,000 SH   SOLE   0 0 27,000
XILINX INC NOTE 2.625% 6/1 983919AF8 1,122 600,000 PRN   SOLE   0 0 600,000