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 |
| ALTERA CORP | Com | 021441100 | 1,868 | 36,500 | SH | SOLE | 36,500 | 0 | 0 | ||
| BAIDU INC | ADR | 056752108 | 2,354 | 11,828 | SH | SOLE | 11,828 | 0 | 0 | ||
| BROADCOM CORP | Com | 111320107 | 1,710 | 33,222 | SH | SOLE | 33,222 | 0 | 0 | ||
| CHINA MOBILE LTD | ADR | 16941M109 | 978 | 15,268 | SH | SOLE | 15,268 | 0 | 0 | ||
| COSAN LTD | Com | G25343107 | 4,341 | 704,796 | SH | SOLE | 704,796 | 0 | 0 | ||
| DIRECTV | Com | 25490A309 | 11,569 | 124,688 | SH | SOLE | 124,688 | 0 | 0 | ||
| DRESSER-RAND GROUP INC | Com | 261608103 | 2,793 | 32,800 | SH | SOLE | 32,800 | 0 | 0 | ||
| HOSPIRA INC | Com | 441060100 | 5,198 | 58,600 | SH | SOLE | 58,600 | 0 | 0 | ||
| LUMENIS LTD | Com | M6778Q121 | 830 | 60,542 | SH | SOLE | 60,542 | 0 | 0 | ||
| OMNIVISION TECHNOLOGIES INC | Com | 682128103 | 2,193 | 83,750 | SH | SOLE | 83,750 | 0 | 0 | ||
| PALL CORP | Com | 696429307 | 2,240 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | Com | V7780T103 | 1,696 | 21,561 | SH | SOLE | 21,561 | 0 | 0 | ||
| RYANAIR HLDGS PLC | ADR | 783513104 | 27,554 | 386,182 | SH | SOLE | 386,182 | 0 | 0 | ||
| SHANDA GAMES LTD | ADR | 81941U105 | 3,529 | 513,001 | SH | SOLE | 513,001 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LIMITED | ADR | 874039100 | 1,491 | 65,689 | SH | SOLE | 65,689 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LIMITED | ADR | 881624209 | 58,208 | 984,908 | SH | SOLE | 984,908 | 0 | 0 | ||