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 |
| AGCO CORP | COM | 001084102 | 9,506 | 189,391 | SH | SOLE | 189,391 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 7,429 | 63,542 | SH | SOLE | 63,542 | 0 | 0 | ||
| CHART INDS INC | COM | 16115Q308 | 12,661 | 134,564 | SH | SOLE | 134,564 | 0 | 0 | ||
| CHECKPOINT SYS INC | COM | 162825103 | 10,320 | 207,720 | SH | SOLE | 207,720 | 0 | 0 | ||
| CINEMARK HOLDINGS INC | COM | 17243V102 | 1,456 | 52,134 | SH | SOLE | 52,134 | 0 | 0 | ||
| FIRST MAJESTIC SILVER CORP | COM | 32076V103 | 4,224 | 398,876 | SH | SOLE | 398,876 | 0 | 0 | ||
| GOLDCORP INC NEW | COM | 380956409 | 5,861 | 237,011 | SH | SOLE | 237,011 | 0 | 0 | ||
| KIMBERLY CLARK CORP | COM | 494368103 | 608 | 6,264 | SH | SOLE | 6,264 | 0 | 0 | ||
| KONAMI CORP | SPONSORED ADR | 50046R101 | 614 | 29,009 | SH | SOLE | 29,009 | 0 | 0 | ||
| MARKET VECTORS ETF TR | VIETNAM ETF | 57060U761 | 142 | 7,658 | SH | SOLE | 7,658 | 0 | 0 | ||
| MEDTRONIC INC | COM | 585055106 | 11,668 | 226,693 | SH | SOLE | 226,693 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 617700109 | 8,765 | 162,880 | SH | SOLE | 162,880 | 0 | 0 | ||
| PENTAIR INC | COM | 709631105 | 11,808 | 204,678 | SH | SOLE | 204,678 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 12,921 | 461,296 | SH | SOLE | 461,296 | 0 | 0 | ||
| SANOFI | SPONSORED ADR | 80105N105 | 1,249 | 24,246 | SH | SOLE | 24,246 | 0 | 0 | ||
| SHFL ENTMT INC | COM | 78423R105 | 10,175 | 574,532 | SH | SOLE | 574,532 | 0 | 0 | ||
| SILVER WHEATON CORP | COM | 828336107 | 413 | 21,005 | SH | SOLE | 21,005 | 0 | 0 | ||
| SMITH & NEPHEW PLC | SPDN ADR NEW | 83175M205 | 557 | 9,936 | SH | SOLE | 9,936 | 0 | 0 | ||
| SYNGENTA AG | SPONSORED ADR | 87160A100 | 524 | 6,734 | SH | SOLE | 6,734 | 0 | 0 | ||
| TYCO INTERNATIONAL LTD | SHS | H89128104 | 7,950 | 241,285 | SH | SOLE | 241,285 | 0 | 0 | ||
| WD-40 CO | COM | 929236107 | 318 | 5,829 | SH | SOLE | 5,829 | 0 | 0 | ||
| WOLVERINE WORLD WIDE INC | COM | 978097103 | 10,024 | 183,557 | SH | SOLE | 183,557 | 0 | 0 | ||
| YAMANA GOLD INC | COM | 98462Y100 | 4,461 | 469,038 | SH | SOLE | 469,038 | 0 | 0 | ||