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 |
| SEAGATE TECHNOLOGY | Common Stock | NA | 663,674 | 11,817,562 | SH | SOLE | 522,928 | 1,209,718 | 10,084,916 | ||
| WESTERN DIGITAL CORP | Common Stock | 958102105 | 647,582 | 7,718,495 | SH | SOLE | 441,475 | 875,103 | 6,401,917 | ||
| GAZPROM OAO-SPON ADR | ADR | 368287207 | 394,467 | 46,136,535 | SH | SOLE | 1,892,033 | 3,386,328 | 40,858,174 | ||
| SBERBANK-SPONSORED ADR | ADR | 80585Y308 | 387,424 | 30,796,805 | SH | SOLE | 963,480 | 2,523,125 | 27,310,200 | ||
| PITNEY BOWES INC | Common Stock | 724479100 | 143,569 | 6,161,758 | SH | SOLE | 78,385 | 119,536 | 5,963,837 | ||
| SIGNET JEWELERS LTD | Common Stock | NA | 91,397 | 1,161,329 | SH | SOLE | 51,726 | 120,000 | 989,603 | ||
| MICRON TECHNOLOGY INC | Common Stock | 595112103 | 85,707 | 3,940,558 | SH | SOLE | 0 | 0 | 3,940,558 | ||