The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
AMERICAN EXPRESS CO | COM | 025816109 | 4,083 | 67,200 | SH | SOLE | NONE | 67,200 | 0 | 0 | |
AMERICAS CAR MART INC | COM | 03062T105 | 4,063 | 143,861 | SH | SOLE | NONE | 143,861 | 0 | 0 | |
BED BATH & BEYOND INC | COM | 075896100 | 2,494 | 57,700 | SH | SOLE | NONE | 57,700 | 0 | 0 | |
CUMMINS INC | COM | 231021106 | 6,297 | 56,000 | SH | SOLE | NONE | 56,000 | 0 | 0 | |
DEERE & CO | COM | 244199105 | 12,030 | 148,450 | SH | SOLE | NONE | 148,450 | 0 | 0 | |
DIAMOND OFFSHORE DRILLING | COM | 25271C102 | 7,764 | 319,120 | SH | SOLE | NONE | 319,120 | 0 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,337 | 9,000 | SH | SOLE | NONE | 9,000 | 0 | 0 | |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 6,678 | 44,000 | SH | SOLE | NONE | 44,000 | 0 | 0 | |
LEUCADIA NATL CORP | COM | 527288104 | 12,094 | 697,887 | SH | SOLE | NONE | 697,887 | 0 | 0 | |
POSCO | SPONSORED ADR | 693483109 | 3,355 | 75,393 | SH | SOLE | NONE | 75,393 | 0 | 0 | |
TENARIS S A | SPONSORED ADR | 88031M109 | 3,446 | 119,500 | SH | SOLE | NONE | 119,500 | 0 | 0 | |
TERNIUM SA | SPON ADR | 880890108 | 7,949 | 417,037 | SH | SOLE | NONE | 417,037 | 0 | 0 |