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
LAYNE CHRISTENSEN 4.25% CONVERT DUE 11/15/2018 Convertible Bonds 521050AB0 11,328 16,582,000 PRN   SOLE 0 16,582,000 0 0
APPLE INC. Common Stocks 37833100 31,005 249,178 SH   SOLE 0 249,178 0 0
ABB LIMITED Common Stocks 375204 11,761 555,527 SH   SOLE 0 555,527 0 0
BARRICK GOLD CORP. Common Stocks 67901108 1,053 96,072 SH   SOLE 0 96,072 0 0
ACCENTURE PLC Common Stocks G1151C101 12,318 131,473 SH   SOLE 0 131,473 0 0
APACHE CORP Common Stocks 37411105 12,832 212,697 SH   SOLE 0 212,697 0 0
CHECK POINT SOFTWARE TECH Common Stocks M22465104 23,187 282,877 SH   SOLE 0 282,877 0 0
CONVERSION SOL HLDGS. Common Stocks 21254V100 0 12,000 SH   SOLE 0 12,000 0 0
CHEVRON CORP. Common Stocks 166764100 950 9,050 SH   SOLE 0 9,050 0 0
DISH NETWORK CORP Common Stocks 25470M109 1,798 25,670 SH   SOLE 0 25,670 0 0
SINTANA ENERGY INC. Common Stocks 82937H108 8 201,000 SH   SOLE 0 201,000 0 0
EMC CORP Common Stocks 268648102 17,120 669,786 SH   SOLE 0 669,786 0 0
ENTERPRISE PRODUCTS PRTNS Common Stocks 293792107 42,116 1,278,957 SH   SOLE 0 1,278,957 0 0
EQUITY COMMONWEALTH Common Stocks 294628102 17,496 658,977 SH   SOLE 0 658,977 0 0
ENERGY TRANSFER EQUITY L P Common Stocks 29273V100 46,753 737,893 SH   SOLE 0 737,893 0 0
GOLDCORP INC Common Stocks 380956409 5,100 281,437 SH   SOLE 0 281,437 0 0
GOOGLE INC CL C Common Stocks 38259P706 18,971 34,619 SH   SOLE 0 34,619 0 0
GOOGLE INC CL A Common Stocks 38259P508 15,288 27,561 SH   SOLE 0 27,561 0 0
HONEYWELL INTL INC Common Stocks 438516106 1,459 13,991 SH   SOLE 0 13,991 0 0
KINDER MORGAN, INC. Common Stocks 49456B101 6,375 151,560 SH   SOLE 0 151,560 0 0
MICHAEL KORS HOLDINGS LIMITED Common Stocks G60754101 11,887 180,796 SH   SOLE 0 180,796 0 0
MATTEL, INC. Common Stocks 577081102 9,715 425,157 SH   SOLE 0 425,157 0 0
THE MOSAIC COMPANY Common Stocks 61945C103 13,666 296,706 SH   SOLE 0 296,706 0 0
MATADOR RESOURCES CO. Common Stocks 576485205 986 45,000 SH   SOLE 0 45,000 0 0
NOBLE ENERGY INC Common Stocks 655044105 22,148 452,921 SH   SOLE 0 452,921 0 0
ORACLE CORP Common Stocks 68389X105 12,630 292,693 SH   SOLE 0 292,693 0 0
QUALCOMM INC Common Stocks 747525103 51,371 740,855 SH   SOLE 0 740,855 0 0
ECHOSTAR HOLDING CORP Common Stocks 278768106 460 8,885 SH   SOLE 0 8,885 0 0
SCHLUMBERGER LTD Common Stocks 806857108 11,888 142,472 SH   SOLE 0 142,472 0 0
SOUTHWESTERN ENERGY Common Stocks 845467109 14,450 623,110 SH   SOLE 0 623,110 0 0
SYNGENTA AG ADR Common Stocks 87160A100 14,117 208,186 SH   SOLE 0 208,186 0 0
TEVA PHARMACEUTICAL ADR Common Stocks 881624209 19,727 316,648 SH   SOLE 0 316,648 0 0
EXXON MOBIL CORP Common Stocks 30231G102 771 9,067 SH   SOLE 0 9,067 0 0
XYLEM INC. Common Stocks 98419M100 12,060 344,383 SH   SOLE 0 344,383 0 0