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 |
| ALLEGHANY CORP DEL | COM | 017175100 | 151,349 | 248,880 | SH | SOLE | 248,880 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 179,896 | 2,428,400 | SH | SOLE | 2,428,400 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | 126,786 | 1,778,200 | SH | SOLE | 1,778,200 | 0 | 0 | ||
| BANK OF AMER CORP | COM | 060505104 | 143,275 | 6,483,045 | SH | SOLE | 6,483,045 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 29,548 | 181,300 | SH | SOLE | 181,300 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 119,868 | 3,039,252 | SH | SOLE | 3,039,252 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 286,388 | 4,818,911 | SH | SOLE | 4,818,911 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 142,654 | 5,877,800 | SH | SOLE | 5,877,800 | 0 | 0 | ||
| FRANKLIN RES INC | COM | 354613101 | 233,506 | 5,899,600 | SH | SOLE | 5,899,600 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 370,777 | 1,548,453 | SH | SOLE | 1,548,453 | 0 | 0 | ||
| HARLEY DAVIDSON | COM | 412822108 | 155,120 | 2,658,900 | SH | SOLE | 2,658,900 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 53,648 | 693,129 | SH | SOLE | 693,129 | 0 | 0 | ||
| JOY GLOBAL INC | COM | 481165108 | 39,682 | 1,417,232 | SH | SOLE | 1,417,232 | 0 | 0 | ||
| KT CORP | SPONSORED ADR | 48268K101 | 116,399 | 8,261,074 | SH | SOLE | 8,261,074 | 0 | 0 | ||
| LOEWS CORP | COM | 540424108 | 138,987 | 2,967,900 | SH | SOLE | 2,967,900 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 224,652 | 5,317,197 | SH | SOLE | 5,317,197 | 0 | 0 | ||
| POLARIS INDUSTRIES | COM | 731068102 | 31,452 | 381,746 | SH | SOLE | 381,746 | 0 | 0 | ||
| STATE STR CORP | COM | 857477103 | 64,454 | 829,314 | SH | SOLE | 829,314 | 0 | 0 | ||
| TENARIS SA | SPONSORED ADR | 88031M109 | 159,956 | 4,479,296 | SH | SOLE | 4,479,296 | 0 | 0 | ||