| Advanced Micro Devices Inc (AMD) |
US |
AMD |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-12,720,000 |
-100.00 |
$2,671,200 |
| Anadarko Petroleum Corp (APC) |
US |
APC |
Oil Comp-Explor An ... |
1,020,000 |
$41,871,000 |
$6,007,800 |
16.75 % |
Added More |
820,000 |
410.00 |
$4,829,800 |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
None |
- |
- |
- % |
Sold All |
-415,000 |
-100.00 |
$-1,058,250 |
| Asiainfo Holdings Inc (ASIA) |
US |
ASIA |
Internet Infrastr ... |
484,720 |
$5,346,462 |
$431,401 |
8.77 % |
Added More |
74,720 |
18.22 |
$66,501 |
| Assurant Inc (AIZ) |
US |
AIZ |
Multi-Line Insuran ... |
550,000 |
$11,973,500 |
$891,000 |
8.03 % |
Sold Some |
-325,000 |
-37.14 |
$-526,500 |
| Baiducom (BIDU) |
KY |
BIDU |
Internet Content-I ... |
None |
- |
- |
- % |
Sold All |
-94,000 |
-100.00 |
$4,428,340 |
| Bank Of America Corp (BAC) |
US |
BAC |
Super-Regional Ban ... |
1,000,000 |
$16,250,000 |
$-750,000 |
-4.41 % |
New Holding |
1,000,000 |
100.00 |
$-750,000 |
| Bank Of New York Mellon Corpthe (BK) |
US |
BK |
- |
None |
- |
- |
- % |
Sold All |
-500,000 |
-100.00 |
$-510,000 |
| Cameron International Corp (CAM) |
US |
CAM |
Oil Field Mach And ... |
300,000 |
$6,330,000 |
$333,000 |
5.55 % |
Added More |
150,000 |
100.00 |
$166,500 |
| Cb Richard Ellis Group Inc (CBG) |
US |
CBG |
Real Estate Mgmnt/ ... |
None |
- |
- |
- % |
Sold All |
-1,700,000 |
-100.00 |
$-1,343,000 |
| Chinaedu Corp (CEDU) |
US |
CEDU |
Schools |
None |
- |
- |
- % |
Sold All |
-538,304 |
-100.00 |
$-296,067 |
| Cme Group Inc (CME) |
US |
CME |
Finance-Other Serv ... |
None |
- |
- |
- % |
Sold All |
-45,000 |
-100.00 |
$571,050 |
| Cognizant Technology Solutions Co ... (CTSH) |
US |
CTSH |
Computer Services |
None |
- |
- |
- % |
Sold All |
-1,300,000 |
-100.00 |
$-3,263,000 |
| Commscope Inc (CTV) |
US |
CTV |
Telecommunication ... |
None |
- |
- |
- % |
Sold All |
-2,119,889 |
-100.00 |
$-635,967 |
| Ctripcom International Ltd (CTRP) |
US |
CTRP |
E-Commerce/Service ... |
None |
- |
- |
- % |
Sold All |
-457,055 |
-100.00 |
$132,546 |
| Devon Energy Corp (DVN) |
US |
DVN |
Oil Comp-Explor An ... |
630,000 |
$45,574,200 |
$2,778,300 |
6.49 % |
Added More |
15,000 |
2.43 |
$66,150 |
| Directv Group Incthe (DTV) |
US |
DTV |
Cable Tv |
None |
- |
- |
- % |
Sold All |
-1,715,000 |
-100.00 |
$-3,995,950 |
| Dynegy Inc (DYN) |
US |
DYN |
Independ Power Pro ... |
None |
- |
- |
- % |
Sold All |
-750,000 |
-100.00 |
$82,500 |
| Electronic Arts Inc (ERTS) |
US |
ERTS |
Entertainment Soft ... |
3,484,082 |
$66,406,603 |
$-5,888,099 |
-8.14 % |
No Change |
- |
- |
- |
| Elong Inc (LONG) |
US |
LONG |
E-Commerce/Service ... |
None |
- |
- |
- % |
Sold All |
-645,800 |
-100.00 |
$-103,328 |
| Exxon Mobil Corp (XOM) |
US |
XOM |
Oil Comp-Integrate ... |
250,000 |
$20,037,500 |
$2,805,000 |
16.27 % |
New Holding |
250,000 |
100.00 |
$2,805,000 |
| Fifth Third Bancorp (FITB) |
US |
FITB |
Super-Regional Ban ... |
1,300,000 |
$12,428,000 |
$611,000 |
5.17 % |
New Holding |
1,300,000 |
100.00 |
$611,000 |
| First Horizon National Corp (FHN) |
US |
FHN |
Commer Banks-South ... |
None |
- |
- |
- % |
Sold All |
-1,025,000 |
-100.00 |
$-922,500 |
| Freeport-Mcmoran Copper And Gold ... (FCX) |
US |
FCX |
Metal-Diversified |
None |
- |
- |
- % |
Sold All |
-425,000 |
-100.00 |
$-722,500 |
| Goldman Sachs Group Incthe (GS) |
US |
GS |
Finance-Invest Bnk ... |
155,000 |
$12,243,450 |
$1,891,000 |
18.26 % |
Added More |
80,000 |
106.66 |
$976,000 |
| Google Inc (GOOG) |
US |
GOOG |
Web Portals/Isp |
55,700 |
$16,317,872 |
$109,172 |
0.67 % |
New Holding |
55,700 |
100.00 |
$109,172 |
| Lattice Semiconductor Corp (LSCC) |
US |
LSCC |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-500,000 |
-100.00 |
$20,000 |
| Longtop Financial Technologies Lt ... (LFT) |
KY |
LFT |
Transactional Soft ... |
1,714,617 |
$23,490,253 |
$2,143,271 |
10.04 % |
Added More |
40,600 |
2.42 |
$50,750 |
| Metabolix Inc (MBLX) |
US |
MBLX |
Chemicals-Plastics |
210,290 |
$1,469,927 |
$-33,646 |
-2.23 % |
Sold Some |
-181,360 |
-46.30 |
$29,018 |
| Metlife Inc (MET-A) |
US |
MET-A |
Multi-Line Insuran ... |
None |
- |
- |
- % |
Sold All |
-750,000 |
-100.00 |
|
| Molson Coors Brewing Co (TAP) |
US |
TAP |
Brewery |
300,000 |
$13,341,000 |
$1,254,000 |
10.37 % |
Sold Some |
-575,000 |
-65.71 |
$-2,403,500 |
| Morgan Stanley (MS) |
US |
MS |
Finance-Invest Bnk ... |
200,000 |
$2,950,000 |
$562,000 |
23.53 % |
New Holding |
200,000 |
100.00 |
$562,000 |
| Nabors Industries Ltd (NBR) |
BM |
NBR |
Oil And Gas Drilli ... |
None |
- |
- |
- % |
Sold All |
-250,000 |
-100.00 |
$-190,000 |
| National Oilwell Varco Inc (NOV) |
US |
NOV |
Oil Field Mach And ... |
600,000 |
$16,974,000 |
$2,124,000 |
14.30 % |
Sold Some |
-375,000 |
-38.46 |
$-1,327,500 |
| New Oriental Education And Techno ... (EDU) |
KY |
EDU |
Schools |
915,600 |
$47,254,116 |
$-1,666,392 |
-3.40 % |
Added More |
221,600 |
31.93 |
$-403,312 |
| Pentair Inc (PNR) |
US |
PNR |
Diversified Manufa ... |
None |
- |
- |
- % |
Sold All |
-525,000 |
-100.00 |
$-882,000 |
| Petroleo Brasileiro Sa (PBR) |
US |
PBR |
Oil Comp-Integrate ... |
None |
- |
- |
- % |
Sold All |
-250,000 |
-100.00 |
$242,500 |
| Plains Exploration And Production ... (PXP) |
US |
PXP |
Oil Comp-Explor An ... |
None |
- |
- |
- % |
Sold All |
-100,000 |
-100.00 |
$-142,000 |
| Praxair Inc (PX) |
US |
PX |
Industrial Gases |
None |
- |
- |
- % |
Sold All |
-50,000 |
-100.00 |
$-123,000 |
| Pricelinecom Inc (PCLN) |
US |
PCLN |
E-Commerce/Service ... |
None |
- |
- |
- % |
Sold All |
-175,000 |
-100.00 |
$-3,249,750 |
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
691,000 |
$23,196,870 |
$691,000 |
3.07 % |
New Holding |
691,000 |
100.00 |
$691,000 |
| Quest Software Inc (QSFT) |
US |
QSFT |
Applications Softw ... |
1,646,444 |
$21,980,027 |
$0 |
0.00 % |
No Change |
- |
- |
- |
| Range Resources Corp (RRC) |
US |
RRC |
Oil Comp-Explor An ... |
635,000 |
$26,333,450 |
$3,124,200 |
13.46 % |
Added More |
285,000 |
81.42 |
$1,402,200 |
| Research In Motion Ltd (RIMM) |
CA |
RIMM |
Computers |
None |
- |
- |
- % |
Sold All |
-303,000 |
-100.00 |
$221,190 |
| Sandridge Energy Inc (SD) |
US |
SD |
Oil Comp-Explor An ... |
250,000 |
$2,215,000 |
$-150,000 |
-6.34 % |
New Holding |
250,000 |
100.00 |
$-150,000 |
| Sherwin-Williams Cothe (SHW) |
US |
SHW |
Coatings/Paint |
None |
- |
- |
- % |
Sold All |
-300,000 |
-100.00 |
$-2,133,000 |
| Ship Finance International Ltd (SFL) |
BE |
SFL |
Transport-Marine |
1,561,700 |
$18,568,613 |
$-296,723 |
-1.57 % |
Sold Some |
-199,700 |
-11.33 |
$37,943 |
| Sina Corpchina (SINA) |
KY |
SINA |
Web Portals/Isp |
492,047 |
$15,204,252 |
$2,406,110 |
18.80 % |
Sold Some |
-168,653 |
-25.52 |
$-824,713 |
| Sothebys (BID) |
US |
BID |
Auction House/Art ... |
2,583,225 |
$25,677,257 |
$5,011,457 |
24.25 % |
Sold Some |
-209,775 |
-7.51 |
$-406,964 |
| Southwestern Energy Co (SWN) |
US |
SWN |
Oil Comp-Explor An ... |
200,000 |
$6,874,000 |
$916,000 |
15.37 % |
Added More |
50,000 |
33.33 |
$229,000 |
| Successfactors Inc (SFSF) |
US |
SFSF |
Human Resources |
284,994 |
$1,766,963 |
$-153,897 |
-8.01 % |
Sold Some |
-127,506 |
-30.91 |
$68,853 |
| Suncor Energy Inc (SU) |
US |
SU |
Oil Comp-Integrate ... |
500,000 |
$10,720,000 |
$1,210,000 |
12.72 % |
Sold Some |
-760,000 |
-60.31 |
$-1,839,200 |
| Transocean Inc (RIG) |
KY |
RIG |
Oil-Field Services |
492,500 |
$32,938,400 |
$-384,150 |
-1.15 % |
Sold Some |
-545,000 |
-52.53 |
$425,100 |
| Tyco Electronics Ltd (TEL) |
BM |
TEL |
Electronic Compo-M ... |
None |
- |
- |
- % |
Sold All |
-2,200,000 |
-100.00 |
$-7,436,000 |
| Unibanco - Uniao De Bancos Brasil ... (UBB) |
US |
UBB |
Commer Banks Non-U ... |
65,000 |
$4,165,850 |
$529,100 |
14.54 % |
New Holding |
65,000 |
100.00 |
$529,100 |
| Urs Corp (URS) |
US |
URS |
Engineering/R And ... |
1,350,000 |
$51,246,000 |
$15,106,500 |
41.80 % |
Added More |
275,000 |
25.58 |
$3,077,250 |
| Virgin Media Inc (VMEDW) |
US |
VMEDW |
- |
10,007,717 |
$300,232 |
$100,077 |
50.00 % |
Added More |
3,937,033 |
64.85 |
$39,370 |
| Weatherford International Ltd (WFT) |
BM |
WFT |
Oil-Field Services |
350,000 |
$4,469,500 |
$126,000 |
2.90 % |
Sold Some |
-50,000 |
-12.50 |
$-18,000 |
| Wyeth (WYE) |
US |
WYE |
Medical-Drugs |
None |
- |
- |
- % |
Sold All |
-200,000 |
-100.00 |
$-714,000 |
| Xto Energy Inc (XTO) |
US |
XTO |
Oil Comp-Explor An ... |
410,000 |
$15,678,400 |
$2,140,200 |
15.80 % |
New Holding |
410,000 |
100.00 |
$2,140,200 |