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 | 700,469 | 12,472,741 | SH | SOLE | 576,367 | 1,166,097 | 10,730,277 | ||
| WESTERN DIGITAL CORP | Common Stock | 958102105 | 688,797 | 7,501,601 | SH | SOLE | 391,723 | 799,268 | 6,310,610 | ||
| MICRON TECHNOLOGY INC | Common Stock | 595112103 | 236,065 | 9,977,397 | SH | SOLE | 182,412 | 389,805 | 9,405,180 | ||
| PITNEY BOWES INC | Common Stock | 724479100 | 191,677 | 7,375,050 | SH | SOLE | 126,844 | 264,344 | 6,983,862 | ||
| SBERBANK-SPONSORED ADR | ADR | 80585Y308 | 154,658 | 15,911,369 | SH | SOLE | 443,970 | 1,183,349 | 14,284,050 | ||
| GAZPROM OAO-SPON ADR | ADR | 368287207 | 153,353 | 19,916,025 | SH | SOLE | 575,382 | 1,531,246 | 17,809,397 | ||
| SIGNET JEWELERS LTD | Common Stock | NA | 141,890 | 1,340,359 | SH | SOLE | 53,261 | 122,434 | 1,164,664 | ||