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
ALTERA CORP CMN STK Cmn 021441100 166,734 3,329,349 SH   DFND   3,329,349 0 0
BAKER HUGHES COMMON STOCK BHI Cmn 057224107 176,015 3,382,298 SH   DFND   3,382,298 0 0
BROADCOM CORP CMN STK Cmn 111320107 271,022 5,269,730 SH   DFND   5,269,730 0 0
CHUBB CORP. COMMON STOCK Cmn 171232101 136,136 1,109,956 SH   DFND   1,109,956 0 0
CIGNA CORP Cmn 125509109 52,397 388,066 SH   DFND   388,066 0 0
CYTEC INDUSTRIES INC CMN STK Cmn 232820100 50,081 678,140 SH   DFND   678,140 0 0
FREESCALE SEMICONDUCTOR LTD Cmn G3727Q101 99,174 2,711,163 SH   DFND   2,711,163 0 0
PRECISION CASTPARTS CORP CMN STK Cmn 740189105 149,365 650,231 SH   DFND   650,231 0 0
PERRIGO COMPANY PLC Cmn G97822103 65,024 413,452 SH   DFND   413,452 0 0
TIME WARNER CABLE INC COMMON STOCK Cmn 88732J207 336,711 1,877,188 SH   DFND   1,877,188 0 0