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 |
| ABB LTD | SPONSORED ADR | 000375204 | 786 | 44,500 | SH | SOLE | 44,500 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 816 | 7,400 | SH | SOLE | 7,400 | 0 | 0 | ||
| ASHLAND INC NEW | COM | 044209104 | 83,967 | 834,500 | SH | SOLE | 834,500 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 31,563 | 229,700 | SH | SOLE | 229,700 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 51,554 | 3,309,000 | SH | SOLE | 3,309,000 | 0 | 0 | ||
| CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 1,056 | 17,750 | SH | SOLE | 17,750 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 35,610 | 2,080,000 | SH | SOLE | 2,080,000 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 60,420 | 1,629,002 | SH | SOLE | 1,629,002 | 0 | 0 | ||
| DIANA SHIPPING INC | COM | Y2066G104 | 9,154 | 1,412,603 | SH | SOLE | 1,412,603 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 87,186 | 3,608,690 | SH | SOLE | 3,608,690 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 64,558 | 868,300 | SH | SOLE | 868,300 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 22,780 | 232,000 | SH | SOLE | 232,000 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 44,553 | 890,000 | SH | SOLE | 890,000 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 74,250 | 1,964,800 | SH | SOLE | 1,964,800 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 76,440 | 700,000 | SH | Put | SOLE | 700,000 | 0 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 112,244 | 1,202,400 | SH | SOLE | 1,202,400 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 90,516 | 1,285,743 | SH | SOLE | 1,285,743 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 66,235 | 1,496,500 | SH | SOLE | 1,496,500 | 0 | 0 | ||
| MINDRAY MEDICAL INTL LTD | SPON ADR | 602675100 | 28,918 | 1,322,266 | SH | SOLE | 1,322,266 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 28,027 | 892,300 | SH | SOLE | 892,300 | 0 | 0 | ||
| PLUM CREEK TIMBER CO INC | COM | 729251108 | 59,036 | 1,494,200 | SH | SOLE | 1,494,200 | 0 | 0 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 54,099 | 752,000 | SH | SOLE | 752,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 62,327 | 1,160,000 | SH | SOLE | 1,160,000 | 0 | 0 | ||
| RAYONIER INC | COM | 754907103 | 813 | 36,832 | SH | SOLE | 36,832 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 18,675 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| TEMPLETON DRAGON FD INC | COM | 88018T101 | 561 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| TIMKEN CO | COM | 887389104 | 46,807 | 1,702,700 | SH | SOLE | 1,702,700 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 40,448 | 399,522 | SH | SOLE | 399,522 | 0 | 0 | ||
| WASTE MGMT INC DEL | COM | 94106L109 | 448 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 41,546 | 809,081 | SH | SOLE | 809,081 | 0 | 0 | ||
| WEYERHAEUSER CO | COM | 962166104 | 55,828 | 2,042,000 | SH | SOLE | 2,042,000 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 31,219 | 212,000 | SH | SOLE | 212,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 53,585 | 1,853,500 | SH | SOLE | 1,853,500 | 0 | 0 | ||