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 |
| Intrepid Potash Inc | COM | 46121Y102 | 30,900 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| Potash Corp Sask Inc | COM | 73755L107 | 73,844 | 2,136,676 | SH | DFND | 1 | 2,136,676 | 0 | 0 | |
| Mosaic Co New | COM | 61945C103 | 66,418 | 1,495,563 | SH | DFND | 1 | 1,495,563 | 0 | 0 | |
| Methanex Corp | COM | 59151K108 | 10,388 | 155,509 | SH | DFND | 1 | 155,509 | 0 | 0 | |
| Colfax Corp | COM | 194014106 | 49,569 | 870,095 | SH | DFND | 1 | 870,095 | 0 | 0 | |
| MetLife Inc | COM | 59156R108 | 203 | 3,788 | SH | DFND | 0 | 3,788 | 0 | 0 | |
| Cascade Microtech Inc | COM | 147322101 | 1,695 | 167,287 | SH | DFND | 0 | 167,287 | 0 | 0 | |