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 |
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 15,584 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| GLOBAL IN ITY PLC | SHS | G39319101 | 12,589 | 553,491 | SH | SOLE | 553,491 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 36,118 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 47,197 | 596,000 | SH | SOLE | 596,000 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 11,325 | 1,158,000 | SH | SOLE | 1,158,000 | 0 | 0 | ||
| UNITED TECHN LOGIES CORP | COM | 913017109 | 36,788 | 318,700 | SH | SOLE | 318,700 | 0 | 0 | ||
| VALE S A | ADR | 91912E105 | 21,693 | 1,661,000 | SH | SOLE | 1,661,000 | 0 | 0 | ||