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
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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 3,402 144,200 SH   SOLE   144,200 0 0
ANHEUSERBUSCH INBEV SA SPONSORED ADR CMN COM 03524A108 6,240 62,900 SH   SOLE   62,900 0 0
APACHE CORP CMN COM 037411105 2,333 27,403 SH   SOLE   27,403 0 0
APPLE, INC CMN COM 037833100 3,576 7,500 SH   SOLE   7,500 0 0
BANK OF AMERICA CORP CMN COM 060505104 3,761 272,500 SH   SOLE   272,500 0 0
BHP BILLITON LIMITED SPONSORED ADR CMN COM 088606108 3,045 45,795 SH   SOLE   45,795 0 0
CBS CORPORATION CMN CLASS B COM 124857202 2,645 47,955 SH   SOLE   47,955 0 0
CH ROBINSON WORLDWIDE INC CMN COM 12541W209 3,010 50,504 SH   SOLE   50,504 0 0
CVS CAREMARK CORPORATION CMN COM 126650100 3,207 56,504 SH   SOLE   56,504 0 0
CAPITAL ONE FINANCIAL CORP CMN COM 14040H105 3,031 44,100 SH   SOLE   44,100 0 0
CATERPILLAR INC (DELAWARE) CMN COM 149123101 2,394 28,700 SH   SOLE   28,700 0 0
CHEVRON CORPORATION CMN COM 166764100 1,434 11,800 SH   SOLE   11,800 0 0
CITIGROUP INC CMN COM 172967424 5,176 106,700 SH   SOLE   106,700 0 0
CONOCOPHILLIPS CMN COM 20825C104 2,433 35,000 SH   SOLE   35,000 0 0
CUMMINS INC COMMON STOCK COM 231021106 2,684 20,200 SH   SOLE   20,200 0 0
DEERE COMPANY CMN COM 244199105 1,734 21,300 SH   SOLE   21,300 0 0
DISCOVER FINANCIAL SERVICES CMN COM 254709108 3,766 74,506 SH   SOLE   74,506 0 0
EMC CORPORATION MASS CMN COM 268648102 4,013 157,000 SH   SOLE   157,000 0 0
EMERSON ELECTRIC CO CMN COM 291011104 2,271 35,100 SH   SOLE   35,100 0 0
EXPEDITORS INTL WASH INC CMN COM 302130109 2,291 52,000 SH   SOLE   52,000 0 0
FEDEX CORP CMN COM 31428X106 3,047 26,700 SH   SOLE   26,700 0 0
FIRSTENERGY CORP CMN COM 337932107 2,063 56,606 SH   SOLE   56,606 0 0
FLOWSERVE CORPORATION CMN COM 34354P105 2,240 35,900 SH   SOLE   35,900 0 0
FREEPORTMCMORAN COPPER GOLD CMN COM 35671D857 2,521 76,207 SH   SOLE   76,207 0 0
GOLDMAN SACHS GROUP, INC(THE) CMN COM 38141G104 3,955 25,000 SH   SOLE   25,000 0 0
THE GOODYEAR TIRE RUBBER CO CMN COM 382550101 2,569 114,419 SH   SOLE   114,419 0 0
PUTEWZ @ 48 EXP 10192013 PUT 464286400 1,210 10,000 SH   SOLE   10,000 0 0
ISHARES MSCI EAFE ETF ETF 464287465 4,466 70,000 SH   SOLE   70,000 0 0
ISHARES TRUST ISHARES PHLX SEMICONDUCTOR ETF ETF 464287523 2,147 32,208 SH   SOLE   32,208 0 0
ISHARES US INDUSTRIALS ETF ETF 464287754 4,261 47,077 SH   SOLE   47,077 0 0
JPMORGAN CHASE CO CMN COM 46625H100 11,077 214,300 SH   SOLE   214,300 0 0
JETBLUE AIRWAYS CORPORATION CMN COM 477143101 4,759 714,000 SH   SOLE   714,000 0 0
LABORATORY CORPORATION OF AMERICA HOLDINGS CMN COM 50540R409 2,320 23,402 SH   SOLE   23,402 0 0
MANITOWOC CO INC CMN COM 563571108 1,581 80,800 SH   SOLE   80,800 0 0
MARATHON OIL CORPORATION CMN COM 565849106 2,256 64,687 SH   SOLE   64,687 0 0
MORGAN STANLEY CMN COM 617446448 5,552 206,000 SH   SOLE   206,000 0 0
THE MOSAIC COMPANY CMN COM 61945C103 2,697 62,700 SH   SOLE   62,700 0 0
NAVISTAR INTL CORP (NEW) CMN COM 63934E108 2,324 63,700 SH   SOLE   63,700 0 0
OSHKOSH CORPORATION CMN COM 688239201 2,635 53,800 SH   SOLE   53,800 0 0
PARKERHANNIFIN CORP CMN COM 701094104 1,979 18,200 SH   SOLE   18,200 0 0
PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR CMN COM 71654V408 2,241 144,688 SH   SOLE   144,688 0 0
ROCKWELL AUTOMATION INC CMN COM 773903109 2,171 20,300 SH   SOLE   20,300 0 0
SPX CORPORATION CMN COM 784635104 2,091 24,700 SH   SOLE   24,700 0 0
AMEX HEALTH CARE SELECT SECTOR 'SPDR' FUND ETF 81369Y209 2,444 48,305 SH   SOLE   48,305 0 0
AMEX CONSUMER STAPLES SELECT FUND 'SPDR' ETF 81369Y308 2,217 55,706 SH   SOLE   55,706 0 0
THE FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 38,312 1,924,728 SH   SOLE   1,924,728 0 0
INDUSTRIAL SELECT SECTOR SPDR 'SPDR' ETF 81369Y704 31,078 669,718 SH   SOLE   669,718 0 0
SIEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN COM 826197501 1,277 10,600 SH   SOLE   10,600 0 0
SOUTHWEST AIRLINES CO CMN COM 844741108 3,391 232,921 SH   SOLE   232,921 0 0
TEREX CORP (NEW) CMN COM 880779103 1,347 40,100 SH   SOLE   40,100 0 0
TIMKEN CO CMN COM 887389104 3,105 51,400 SH   SOLE   51,400 0 0
UNITED RENTALS, INC CMN COM 911363109 2,184 37,460 SH   SOLE   37,460 0 0
WALGREEN CO CMN COM 931422109 1,313 24,400 SH   SOLE   24,400 0 0
WESCO INTERNATIONAL INC CMN COM 95082P105 2,013 26,300 SH   SOLE   26,300 0 0
COSAN LIMITED CMN CLASS A COM G25343107 53,243 3,464,074 SH   SOLE   3,464,074 0 0
SEADRILL LTD CMN COM G7945E105 2,768 61,400 SH   SOLE   61,400 0 0
ISH MSI EAFE ETF ETF 464287465 20,097 315,000 SH   SOLE   315,000 0 0
INDUSTRIAL SELECT SECT SPDR ETF 81369Y704 9,167 197,552 SH   SOLE   197,552 0 0
TEREX CORP NEW COM STK COM 880779103 1,512 45,000 SH   SOLE   45,000 0 0
COMPANHIA SIDERURGICA NACIONAL ADR ADR 20440W105 2,714 634,867 SH   SOLE   634,867 0 0
LORILLARD INC COM 544147101 4,057 90,600 SH   SOLE   90,600 0 0
HOME DEPOT INC COM STK COM 437076102 2,492 32,850 SH   SOLE   32,850 0 0