The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

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
APPLIED MATLS INC COM 038222105 60 59,820 SH   SOLE 0 59,820 0 0
BMC SOFTWARE INC COM 055921100 29 28,641 SH   SOLE 0 28,641 0 0
COOPER TIRE & RUBR COM 216831107 15 14,955 SH   SOLE 0 14,955 0 0
INTERMEC INC COM 458786100 38 38,000 SH   SOLE 0 38,000 0 0
MAKO SURGICAL CORP COM 560879108 30 29,910 SH   SOLE 0 29,910 0 0
PENNEY J C INC COM 708160106 45 44,865 SH   SOLE 0 44,865 0 0
PERRIGO CO COM 714290103 38 38,215 SH   SOLE 0 38,215 0 0
SMITHFIELD FOODS INC COM 832248108 250 250,293 SH   SOLE 0 250,293 0 0
VERIZON COMMUNIC COM 92343V104 18 17,946 SH   SOLE 0 17,946 0 0
VODAFONE GROUP PLC-SP ADR ADR ADR 92857W209 30 29,910 SH   SOLE 0 29,910 0 0