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
ABB LTD SPONSORED ADR CMN COM 000375204 2,402 110,900 SH   SOLE   110,900 0 0
APACHE CORP CMN COM 037411105 3,135 37,403 SH   SOLE   37,403 0 0
APPLE, INC CMN COM 037833100 5,314 13,402 SH   SOLE   13,402 0 0
BANK OF AMERICA CORP CMN COM 060505104 2,926 227,500 SH   SOLE   227,500 0 0
CBS CORPORATION CMN CLASS B COM 124857202 2,344 47,955 SH   SOLE   47,955 0 0
CH ROBINSON WORLDWIDE INC CMN COM 12541W209 2,844 50,504 SH   SOLE   50,504 0 0
CVS CAREMARK CORPORATION CMN COM 126650100 2,345 41,004 SH   SOLE   41,004 0 0
CAPITAL ONE FINANCIAL CORP CMN COM 14040H105 3,687 58,700 SH   SOLE   58,700 0 0
CHEVRON CORPORATION CMN COM 166764100 1,396 11,800 SH   SOLE   11,800 0 0
CITIGROUP INC CMN COM 172967424 3,396 70,800 SH   SOLE   70,800 0 0
COMPANHIA DE BEBIDAS DAS AMERICASAMBEV SPONSORED ADR PFD USD06223 COM 20441W203 1,515 40,568 SH   SOLE   40,568 0 0
CONOCOPHILLIPS CMN COM 20825C104 2,118 35,000 SH   SOLE   35,000 0 0
COTY, INC CMN CLASS A COM 222070203 2,749 160,000 SH   SOLE   160,000 0 0
CUMMINS INC COMMON STOCK COM 231021106 1,974 18,200 SH   SOLE   18,200 0 0
DEERE COMPANY CMN COM 244199105 1,926 23,700 SH   SOLE   23,700 0 0
DISCOVER FINANCIAL SERVICES CMN COM 254709108 3,931 82,506 SH   SOLE   82,506 0 0
DIRECTV CMN COM 25490A309 1,929 31,300 SH   SOLE   31,300 0 0
EI DU PONT DE NEMOURS AND CO CMN COM 263534109 2,856 54,400 SH   SOLE   54,400 0 0
EMC CORPORATION MASS CMN COM 268648102 4,181 177,000 SH   SOLE   177,000 0 0
EMERSON ELECTRIC CO CMN COM 291011104 1,380 25,300 SH   SOLE   25,300 0 0
EXPEDITORS INTL WASH INC CMN COM 302130109 1,598 42,000 SH   SOLE   42,000 0 0
FEDEX CORP CMN COM 31428X106 7,482 75,900 SH   SOLE   75,900 0 0
FIRSTENERGY CORP CMN COM 337932107 2,114 56,606 SH   SOLE   56,606 0 0
FLOWSERVE CORPORATION CMN COM 34354P105 1,496 27,700 SH   SOLE   27,700 0 0
FREEPORTMCMORAN COPPER GOLD CMN COM 35671D857 2,104 76,207 SH   SOLE   76,207 0 0
GOLDMAN SACHS GROUP, INC(THE) CMN COM 38141G104 2,995 19,800 SH   SOLE   19,800 0 0
THE GOODYEAR TIRE RUBBER CO CMN COM 382550101 2,782 181,819 SH   SOLE   181,819 0 0
ISHARES TRUST ISHARES GS SEMICONDUCTOR IDX FD ETF ETF 464287523 1,030 16,208 SH   SOLE   16,208 0 0
JPMORGAN CHASE CO CMN COM 46625H100 4,714 89,300 SH   SOLE   89,300 0 0
LABORATORY CORPORATION OF AMERICA HOLDINGS CMN COM 50540R409 2,343 23,402 SH   SOLE   23,402 0 0
MARATHON OIL CORPORATION CMN COM 565849106 2,237 64,687 SH   SOLE   64,687 0 0
MORGAN STANLEY CMN COM 617446448 4,446 182,000 SH   SOLE   182,000 0 0
THE MOSAIC COMPANY CMN COM 61945C103 3,966 73,700 SH   SOLE   73,700 0 0
NAVISTAR INTL CORP (NEW) CMN COM 63934E108 1,488 53,600 SH   SOLE   53,600 0 0
OSHKOSH CORPORATION CMN COM 688239201 1,504 39,600 SH   SOLE   39,600 0 0
PARKERHANNIFIN CORP CMN COM 701094104 1,927 20,200 SH   SOLE   20,200 0 0
ROCKWELL AUTOMATION INC CMN COM 773903109 3,292 39,600 SH   SOLE   39,600 0 0
AMEX MATERIALS SELECT 'SPDR' FUND ETF 81369Y100 1,917 49,994 SH   SOLE   49,994 0 0
AMEX HEALTH CARE SELECT SECTOR 'SPDR' FUND ETF 81369Y209 2,300 48,305 SH   SOLE   48,305 0 0
AMEX CONSUMER STAPLES SELECT FUND 'SPDR' ETF 81369Y308 2,210 55,706 SH   SOLE   55,706 0 0
THE FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 31,243 1,606,728 SH   SOLE   1,606,728 0 0
SOUTHWEST AIRLINES CO CMN COM 844741108 2,719 210,921 SH   SOLE   210,921 0 0
TEREX CORP (NEW) CMN COM 880779103 1,460 55,500 SH   SOLE   55,500 0 0
TIMKEN CO CMN COM 887389104 1,520 27,000 SH   SOLE   27,000 0 0
UNITED RENTALS, INC CMN COM 911363109 1,587 31,800 SH   SOLE   31,800 0 0
VALE SA ADR SERIES A COM 91912E204 3,986 327,800 SH   SOLE   327,800 0 0
VODAFONE GROUP PLC SPONSORED ADR CMN COM 92857W209 3,987 138,700 SH   SOLE   138,700 0 0
WESCO INTERNATIONAL INC CMN COM 95082P105 1,726 25,400 SH   SOLE   25,400 0 0
COSAN LIMITED CMN CLASS A COM G25343107 53,114 3,286,784 SH   SOLE   3,286,784 0 0
SEADRILL LTD CMN COM G7945E105 5,557 136,400 SH   SOLE   136,400 0 0
GOLAR LNG LTD CMN COM G9456A100 1,862 58,400 SH   SOLE   58,400 0 0
NXP SEMICONDUCTORS NV CMN COM N6596X109 1,551 50,000 SH   SOLE   50,000 0 0