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 | 146,197 | 300,200 | SH | SOLE | 300,200 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | 36,543 | 597,600 | SH | SOLE | 597,600 | 0 | 0 | ||
| BANK OF AMERICA CORP | COM | 060505104 | 126,734 | 8,234,847 | SH | SOLE | 8,234,847 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 121,956 | 3,030,721 | SH | SOLE | 3,030,721 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 39,472 | 273,500 | SH | SOLE | 273,500 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 153,092 | 2,971,510 | SH | SOLE | 2,971,510 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | 66,383 | 1,602,300 | SH | SOLE | 1,602,300 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 118,192 | 5,211,300 | SH | SOLE | 5,211,300 | 0 | 0 | ||
| ENSCO PLC | SHS CLASS A | G3157S106 | 20,684 | 981,700 | SH | SOLE | 981,700 | 0 | 0 | ||
| FRANKLIN RES INC | COM | 354613101 | 52,921 | 1,031,200 | SH | SOLE | 1,031,200 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 173,469 | 922,853 | SH | SOLE | 922,853 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 35,818 | 526,192 | SH | SOLE | 526,192 | 0 | 0 | ||
| INGRAM MICRO INC | CL A | 457153104 | 83,602 | 3,328,100 | SH | SOLE | 3,328,100 | 0 | 0 | ||
| KT CORP | SPONSORED ADR | 48268K101 | 75,391 | 5,763,846 | SH | SOLE | 5,763,846 | 0 | 0 | ||
| LOEWS CORP | COM | 540424108 | 106,395 | 2,605,800 | SH | SOLE | 2,605,800 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 74,180 | 1,824,629 | SH | SOLE | 1,824,629 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 132,626 | 3,716,041 | SH | SOLE | 3,716,041 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | COM | 703481101 | 68,157 | 3,630,200 | SH | SOLE | 3,630,200 | 0 | 0 | ||
| POSCO | SPONSORED ADR | 693483109 | 63,712 | 1,165,600 | SH | SOLE | 1,165,600 | 0 | 0 | ||
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 18,753 | 1,058,900 | SH | SOLE | 1,058,900 | 0 | 0 | ||
| SK TELECOM LTD | SPONSORED ADR | 78440P108 | 12,261 | 450,600 | SH | SOLE | 450,600 | 0 | 0 | ||
| SUNTRUST BKS INC | COM | 867914103 | 69,894 | 1,701,000 | SH | SOLE | 1,701,000 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 65,535 | 1,347,621 | SH | SOLE | 1,347,621 | 0 | 0 | ||