<SEC-DOCUMENT>0001140361-13-042418.txt : 20131114 <SEC-HEADER>0001140361-13-042418.hdr.sgml : 20131114 <ACCEPTANCE-DATETIME>20131114103541 ACCESSION NUMBER: 0001140361-13-042418 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131114 DATE AS OF CHANGE: 20131114 EFFECTIVENESS DATE: 20131114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ATHERTON LANE ADVISERS, LLC CENTRAL INDEX KEY: 0001326196 IRS NUMBER: 061729782 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11768 FILM NUMBER: 131217457 BUSINESS ADDRESS: STREET 1: 3000 SAND HILL ROAD STREET 2: BUILDING 1, SUITE 170 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650-233-1200 MAIL ADDRESS: STREET 1: 3000 SAND HILL ROAD STREET 2: BUILDING 1, SUITE 170 CITY: MENLO PARK STATE: CA ZIP: 94025 FORMER COMPANY: FORMER CONFORMED NAME: Atherton Lane Advisers LLC DATE OF NAME CHANGE: 20050505 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:com="http://www.sec.gov/edgar/common"> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <flags> <confirmingCopyFlag>false</confirmingCopyFlag> <returnCopyFlag>true</returnCopyFlag> <overrideInternetFlag>false</overrideInternetFlag> </flags> <filer> <credentials> <cik>0001326196</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>09-30-2013</periodOfReport> </filerInfo> </headerData> <formData> <coverPage> <reportCalendarOrQuarter>09-30-2013</reportCalendarOrQuarter> <filingManager> <name>ATHERTON LANE ADVISERS, LLC</name> <address> <com:street1>3000 SAND HILL ROAD</com:street1> <com:street2>BUILDING 1, SUITE 170</com:street2> <com:city>MENLO PARK</com:city> <com:stateOrCountry>CA</com:stateOrCountry> <com:zipCode>94025</com:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-11768</form13FFileNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <signatureBlock> <name>William E. 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<votingAuthority> <Sole>4446</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>MORGAN STANLEY</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>617446448</cusip> <value>22786</value> <shrsOrPrnAmt> <sshPrnamt>845477</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>845477</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>MOSAIC CO</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>61945C103</cusip> <value>15812</value> <shrsOrPrnAmt> <sshPrnamt>367557</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>367557</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>MYLAN INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>628530107</cusip> <value>19344</value> <shrsOrPrnAmt> <sshPrnamt>506796</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>506796</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>NETAPP INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>64110D104</cusip> <value>17058</value> <shrsOrPrnAmt> <sshPrnamt>400241</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>400241</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>NIKE INC</nameOfIssuer> <titleOfClass>COM CLASS B</titleOfClass> <cusip>654106103</cusip> <value>24681</value> <shrsOrPrnAmt> <sshPrnamt>339776</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>339776</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>NOKIA CORP</nameOfIssuer> <titleOfClass>SPNSRD ADR</titleOfClass> <cusip>654902204</cusip> <value>287</value> <shrsOrPrnAmt> <sshPrnamt>44020</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>44020</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>OLD NATIONAL BANCORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>680033107</cusip> <value>188</value> <shrsOrPrnAmt> <sshPrnamt>13256</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>13256</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>ONEOK PARTNERS LP</nameOfIssuer> <titleOfClass>UNIT LIM PTNR</titleOfClass> <cusip>68268N103</cusip> <value>223</value> <shrsOrPrnAmt> <sshPrnamt>4200</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>4200</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>ORACLE CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>68389X105</cusip> <value>606</value> <shrsOrPrnAmt> <sshPrnamt>18268</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>18268</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PARKER-HANNIFIN CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>701094104</cusip> <value>22371</value> <shrsOrPrnAmt> <sshPrnamt>205765</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>205765</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PEPSICO INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>713448108</cusip> <value>548</value> <shrsOrPrnAmt> <sshPrnamt>6898</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>6898</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PFIZER INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>717081103</cusip> <value>19357</value> <shrsOrPrnAmt> <sshPrnamt>673869</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>673869</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PHILIP MORRIS INTL INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>718172109</cusip> <value>1045</value> <shrsOrPrnAmt> <sshPrnamt>12070</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>12070</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PIMCO HIGH INCOME FUND</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>722014107</cusip> <value>16457</value> <shrsOrPrnAmt> <sshPrnamt>1378282</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1378282</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PIMCO CORPORATE OPPTY FUND</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>72201B101</cusip> <value>20422</value> <shrsOrPrnAmt> <sshPrnamt>1131404</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1131404</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PLAINS ALL AMERICAN PIPELINE</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>726503105</cusip> <value>369</value> <shrsOrPrnAmt> <sshPrnamt>7004</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>7004</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>POWERSHARES QQQ TRUST</nameOfIssuer> <titleOfClass>UNIT SER-1</titleOfClass> <cusip>73935A104</cusip> <value>941</value> <shrsOrPrnAmt> <sshPrnamt>11925</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>11925</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PRECISION CASTPARTS CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>740189105</cusip> <value>260</value> <shrsOrPrnAmt> <sshPrnamt>1143</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1143</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PROCTER & GAMBLE CO</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>742718109</cusip> <value>1542</value> <shrsOrPrnAmt> <sshPrnamt>20398</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>20398</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>QUALCOMM INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>747525103</cusip> <value>18765</value> <shrsOrPrnAmt> <sshPrnamt>278743</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>278743</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>REALTY INCOME CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>756109104</cusip> <value>298</value> <shrsOrPrnAmt> <sshPrnamt>7500</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>7500</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>RIVERBED TECHNOLOGY INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>768573107</cusip> <value>12654</value> <shrsOrPrnAmt> <sshPrnamt>867320</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>867320</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer> <titleOfClass>CL A ADR</titleOfClass> <cusip>780259206</cusip> <value>472</value> <shrsOrPrnAmt> <sshPrnamt>7179</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>7179</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>RYDER SYSTEM INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>783549108</cusip> <value>18412</value> <shrsOrPrnAmt> <sshPrnamt>308402</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>308402</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>S&P DEPOSITORY RECEIPTS TRUST</nameOfIssuer> <titleOfClass>TR UNIT</titleOfClass> <cusip>78462F103</cusip> <value>2818</value> <shrsOrPrnAmt> <sshPrnamt>16773</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>16773</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SPDR GOLD TRUST</nameOfIssuer> <titleOfClass>GOLD SHARES</titleOfClass> <cusip>78463V107</cusip> <value>593</value> <shrsOrPrnAmt> <sshPrnamt>4630</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>4630</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SPDR S&P MIDCAP 400 ETF TRUST</nameOfIssuer> <titleOfClass>UNIT SER-1</titleOfClass> <cusip>78467Y107</cusip> <value>1415</value> <shrsOrPrnAmt> <sshPrnamt>6253</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>6253</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SCHLUMBERGER LIMITED</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>806857108</cusip> <value>24869</value> <shrsOrPrnAmt> <sshPrnamt>281454</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>281454</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SEMPRA ENERGY</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>816851109</cusip> <value>300</value> <shrsOrPrnAmt> <sshPrnamt>3500</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>3500</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SIEMENS A G SPON ADR</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>826197501</cusip> <value>205</value> <shrsOrPrnAmt> <sshPrnamt>1700</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1700</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SOUTHERN COPPER CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>84265V105</cusip> <value>212</value> <shrsOrPrnAmt> <sshPrnamt>7782</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>7782</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>STANLEY BLACK & DECKER INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>854502101</cusip> <value>25151</value> <shrsOrPrnAmt> <sshPrnamt>277701</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>277701</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>STAPLES, INC.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>855030102</cusip> <value>17085</value> <shrsOrPrnAmt> <sshPrnamt>1166195</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1166195</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>STARBUCKS CORPORATION</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>855244109</cusip> <value>305</value> <shrsOrPrnAmt> <sshPrnamt>3965</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>3965</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SUNOCO LOGISTICS PARTNERS LP</nameOfIssuer> <titleOfClass>COM UNITS</titleOfClass> <cusip>86764L108</cusip> <value>593</value> <shrsOrPrnAmt> <sshPrnamt>8925</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>8925</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>TERADATA CORPORATION</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>88076W103</cusip> <value>12625</value> <shrsOrPrnAmt> <sshPrnamt>227717</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>227717</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>3M CO</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>88579Y101</cusip> <value>269</value> <shrsOrPrnAmt> <sshPrnamt>2250</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>2250</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>TRAVELERS COS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>89417E109</cusip> <value>229</value> <shrsOrPrnAmt> <sshPrnamt>2701</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>2701</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>US BANCORP DEL</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>902973304</cusip> <value>267</value> <shrsOrPrnAmt> <sshPrnamt>7300</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>7300</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>UNILEVER PLC</nameOfIssuer> <titleOfClass>SPNSRD ADR</titleOfClass> <cusip>904767704</cusip> <value>226</value> <shrsOrPrnAmt> <sshPrnamt>5860</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>5860</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>911312106</cusip> <value>20403</value> <shrsOrPrnAmt> <sshPrnamt>223305</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>223305</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>UNITED TECHNOLOGIES CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>913017109</cusip> <value>525</value> <shrsOrPrnAmt> <sshPrnamt>4868</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>4868</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD WORLD FUND</nameOfIssuer> <titleOfClass>MEGA GRW ETF</titleOfClass> <cusip>921910816</cusip> <value>262</value> <shrsOrPrnAmt> <sshPrnamt>4000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>4000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VERIZON COMMUNICATIONS</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>92343V104</cusip> <value>355</value> <shrsOrPrnAmt> <sshPrnamt>7606</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>7606</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VISA INC</nameOfIssuer> <titleOfClass>COM CLASS A</titleOfClass> <cusip>92826C839</cusip> <value>613</value> <shrsOrPrnAmt> <sshPrnamt>3210</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>3210</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WELLS FARGO & CO</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>949746101</cusip> <value>32280</value> <shrsOrPrnAmt> <sshPrnamt>781208</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>781208</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WESCO INTERNATIONAL INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>95082P105</cusip> <value>18788</value> <shrsOrPrnAmt> <sshPrnamt>245505</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>245505</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WEYERHAEUSER COMPANY</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>962166104</cusip> <value>21958</value> <shrsOrPrnAmt> <sshPrnamt>766964</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>766964</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>YUM! BRANDS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>988498101</cusip> <value>20231</value> <shrsOrPrnAmt> <sshPrnamt>283393</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>283393</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>AIRCASTLE LTD</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>G0129K104</cusip> <value>8912</value> <shrsOrPrnAmt> <sshPrnamt>511865</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>511865</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>COVIDIEN PLC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>G2554F113</cusip> <value>305</value> <shrsOrPrnAmt> <sshPrnamt>5000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>5000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> </informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>