The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| Agilent Technologies, Inc. | Common | 00846U101 | 33,742 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
| Alleghany Corporation | Common | 17175100 | 4,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Analog Devices, Inc. | Common | 32654105 | 30,558 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| The Bank of New York Mellon Corporation | Common | 64058100 | 32,320 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| Brady Corporation | Class A | 104674106 | 18,249 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
| Cameco Corporation | Common | 13321L108 | 3,116 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Capital One Financial Corporation | Common | 14040H105 | 18,386 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| CEVA, Inc. | Common | 157210105 | 10,181 | 668,900 | SH | SOLE | 668,900 | 0 | 0 | ||
| Citigroup Inc. | Common | 172967424 | 7,295 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| Clean Harbors, Inc. | Common | 184496107 | 8,994 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Coach, Inc. | Common | 189754104 | 8,420 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Coherent, Inc. | Common | 192479103 | 49,097 | 660,000 | SH | SOLE | 660,000 | 0 | 0 | ||
| eBay Inc. | Common | 278642103 | 6,666 | 121,500 | SH | SOLE | 121,500 | 0 | 0 | ||
| Encana Corporation | Common | 292505104 | 4,513 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Flextronics International Ltd. | Common | Y2573F102 | 3,885 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Freeport McMoRan Copper & Gold Inc. | Common | 35671D857 | 15,096 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| General Electric Company | Common | 369604103 | 5,879 | 209,750 | SH | SOLE | 209,750 | 0 | 0 | ||
| GeoMet Inc. | Preferred Conv.A | 37250U300 | 2,634 | 304,157 | SH | SOLE | 304,157 | 0 | 0 | ||
| Heritage-Crystal Clean Inc. | Common | 42726M106 | 10,014 | 488,712 | SH | SOLE | 488,712 | 0 | 0 | ||
| International Business Machines Corporation | Common | 459200101 | 9,379 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Intel Corporation | Common | 458140100 | 38,673 | 1,490,000 | SH | SOLE | 1,490,000 | 0 | 0 | ||
| JP Morgan Chase & Co. | Common | 46625H100 | 10,234 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| Medtronic, Inc. | Common | 585055106 | 11,478 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Merck & Co.Inc. | Common | 58933Y105 | 10,010 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Motorola Solutions Inc. | Common | 620076307 | 17,550 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| Murphy Oil Corporation | Common | 626717102 | 18,166 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| Murphy USA Corporation | Common | 626755102 | 2,909 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Oracle Corporation | Common | 68389X105 | 5,739 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| QEP Resources Inc. | Common | 74733V100 | 9,808 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| RadiSys Corporation | Common | 750459109 | 1,225 | 534,900 | SH | SOLE | 534,900 | 0 | 0 | ||
| Roper Industries, Inc. | Common | 776696106 | 15,255 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| Sonus Networks, Inc. | Common | 835916107 | 9,450 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| Tesco PLC ADR | Sponsored ADR | 881575302 | 6,736 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Vodafone Group PLC | Sponsored ADR | 92857W209 | 7,862 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Walgreen Co. | Common | 931422109 | 14,934 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||