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 | 157,464 | 256,180 | SH | SOLE | 256,180 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 197,617 | 2,498,000 | SH | SOLE | 2,498,000 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | 119,099 | 1,622,382 | SH | SOLE | 1,622,382 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 85,413 | 2,019,700 | SH | SOLE | 2,019,700 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 130,558 | 3,124,152 | SH | SOLE | 3,124,152 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 269,161 | 4,499,511 | SH | SOLE | 4,499,511 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 128,507 | 4,759,500 | SH | SOLE | 4,759,500 | 0 | 0 | ||
| FRANKLIN RES INC | COM | 354613101 | 255,731 | 6,068,600 | SH | SOLE | 6,068,600 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 299,391 | 1,303,286 | SH | SOLE | 1,303,286 | 0 | 0 | ||
| HARLEY DAVIDSON | COM | 412822108 | 165,474 | 2,735,100 | SH | SOLE | 2,735,100 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 57,502 | 863,789 | SH | SOLE | 863,789 | 0 | 0 | ||
| INVESCO LTD | SHS | G491BT108 | 127,513 | 4,163,000 | SH | SOLE | 4,163,000 | 0 | 0 | ||
| KT CORP | SPONSORED ADR | 48268K101 | 150,742 | 8,956,746 | SH | SOLE | 8,956,746 | 0 | 0 | ||
| LOEWS CORP | COM | 540424108 | 128,154 | 2,740,100 | SH | SOLE | 2,740,100 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 115,469 | 778,829 | SH | SOLE | 778,829 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 187,442 | 4,375,397 | SH | SOLE | 4,375,397 | 0 | 0 | ||
| POLARIS INDS INC | COM | 731068102 | 145,911 | 1,741,176 | SH | SOLE | 1,741,176 | 0 | 0 | ||
| STATE STR CORP | COM | 857477103 | 67,980 | 853,914 | SH | SOLE | 853,914 | 0 | 0 | ||
| TENARIS S A | SPONSORED ADR | 88031M109 | 47,328 | 1,386,300 | SH | SOLE | 1,386,300 | 0 | 0 | ||