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
ALBEMARLE CORP COM 012653101 18,537 335,390 SH   SOLE   335,390 0 0
CHEMTURA CORP COM NEW 163893209 9,661 341,267 SH   SOLE   341,267 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 95,187 5,253,132 SH   SOLE   5,253,132 0 0
JOHNSON CTLS INC COM 478366107 215,348 4,347,835 SH   SOLE   4,347,835 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 266,898 5,067,361 SH   SOLE   5,067,361 0 0
MICRON TECHNOLOGY INC COM 595112103 147,846 7,847,472 SH   SOLE   7,847,472 0 0
NVIDIA CORP COM 67066G104 183,180 9,108,900 SH   SOLE   9,108,900 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 161,431 6,511,944 SH   SOLE   6,511,944 0 0
UNITED STATES STL CORP NEW COM 912909108 72,098 3,496,530 SH   SOLE   3,496,530 0 0
WESTERN DIGITAL CORP COM 958102105 93,148 1,187,803 SH   SOLE   1,187,803 0 0