| Advanced Micro Devices Inc (AMD) |
US |
AMD |
Electronic Compo-S ... |
12,720,000 |
|
|
% |
New Holding |
12,720,000 |
100.00 |
|
| Affiliated Computer Svcs Inc (ACS) |
US |
ACS |
Computer Services |
None |
- |
- |
- % |
Sold All |
-360,000 |
-100.00 |
|
| Altria Group Inc (MO) |
US |
MO |
Tobacco |
None |
- |
- |
- % |
Sold All |
-100,000 |
-100.00 |
|
| America Movil S A De C V (AMX) |
US |
AMX |
Cellular Telecom |
None |
- |
- |
- % |
Sold All |
-545,000 |
-100.00 |
|
| Anadarko Pete Corp (APC) |
US |
APC |
Oil Comp-Explor&Pr ... |
200,000 |
|
|
% |
Sold Some |
-600,000 |
-75.00 |
|
| Apache (APA.BE) |
FR |
APA.BE |
Oil Comp-Explor&Pr ... |
None |
- |
- |
- % |
Sold All |
-25,000 |
-100.00 |
|
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
415,000 |
|
|
% |
Added More |
280,000 |
207.40 |
|
| Asiainfo Hldgs Inc (ASIA) |
US |
ASIA |
Internet Infrastr ... |
410,000 |
|
|
% |
New Holding |
410,000 |
100.00 |
|
| Assurant Inc (AIZ) |
US |
AIZ |
Multi-Line Insuran ... |
875,000 |
|
|
% |
Added More |
350,000 |
66.66 |
|
| Bank New York Mellon Corp (BK) |
US |
BK |
- |
500,000 |
|
|
% |
Sold Some |
-300,000 |
-37.50 |
|
| Cameron Intl Corp (CAM) |
US |
CAM |
Oil Field Mach&Equ ... |
150,000 |
|
|
% |
Sold Some |
-400,000 |
-72.72 |
|
| Cb Richard Ellis Group Inc (CBG) |
US |
CBG |
Real Estate Mgmnt/ ... |
1,700,000 |
|
|
% |
Added More |
1,300,000 |
325.00 |
|
| Cheesecake Factory Inc (CAKE) |
US |
CAKE |
Retail-Restaurants |
None |
- |
- |
- % |
Sold All |
-900,000 |
-100.00 |
|
| Chinaedu Corp (CEDU) |
US |
CEDU |
Schools |
538,304 |
|
|
% |
Added More |
463,304 |
617.73 |
|
| Cme Group Inc (MX4A.BE) |
US |
MX4A.BE |
Finance-Other Serv ... |
45,000 |
|
|
% |
New Holding |
45,000 |
100.00 |
|
| Cognizant Technology Solutionscor ... (CTSH) |
US |
CTSH |
Computer Services |
1,300,000 |
|
|
% |
New Holding |
1,300,000 |
100.00 |
|
| Commscope Inc (CTV) |
US |
CTV |
Telecommunication ... |
2,119,889 |
|
|
% |
Added More |
665,000 |
45.70 |
|
| Ctrip Com Intl Ltd (CTRP) |
US |
CTRP |
E-Commerce/Service ... |
457,055 |
|
|
% |
New Holding |
457,055 |
100.00 |
|
| Devon Energy Corp (DVN) |
US |
DVN |
Oil Comp-Explor&Pr ... |
615,000 |
|
|
% |
Sold Some |
-90,000 |
-12.76 |
|
| Directv Group Inc (DTV) |
US |
DTV |
Cable Tv |
1,715,000 |
|
|
% |
Added More |
650,000 |
61.03 |
|
| Dynegy Inc (DYN) |
US |
DYN |
Independ Power Pro ... |
750,000 |
|
|
% |
No Change |
- |
- |
- |
| Ebay Inc (EBAY) |
US |
EBAY |
E-Commerce/Service ... |
None |
- |
- |
- % |
Sold All |
-850,000 |
-100.00 |
|
| Electronic Arts Inc (ERTS) |
US |
ERTS |
Entertainment Soft ... |
3,484,082 |
|
|
% |
Added More |
1,365,011 |
64.41 |
|
| Elong Inc (LONG) |
US |
LONG |
E-Commerce/Service ... |
645,800 |
|
|
% |
No Change |
- |
- |
- |
| Energysolutions Inc (3IQ1.BE) |
US |
3IQ1.BE |
Hazardous Waste Di ... |
None |
- |
- |
- % |
Sold All |
-523,900 |
-100.00 |
|
| Equitable Res Inc (EQT) |
US |
EQT |
Pipelines |
None |
- |
- |
- % |
Sold All |
-250,000 |
-100.00 |
|
| First Horizon Natl Corp (FHN) |
US |
FHN |
Commer Banks-South ... |
1,025,000 |
|
|
% |
New Holding |
1,025,000 |
100.00 |
|
| Focus Media Holding Limited (FMCN) |
KY |
FMCN |
Advertising Sales |
None |
- |
- |
- % |
Sold All |
-105,000 |
-100.00 |
|
| Goldman Sachs Group Inc (GS) |
US |
GS |
Finance-Invest Bnk ... |
75,000 |
|
|
% |
New Holding |
75,000 |
100.00 |
|
| Halliburton Co (HAL) |
US |
HAL |
Oil-Field Services |
None |
- |
- |
- % |
Sold All |
-200,000 |
-100.00 |
|
| Hunt J B Trans Svcs Inc (JBHT) |
US |
JBHT |
Transport-Truck |
None |
- |
- |
- % |
Sold All |
-150,000 |
-100.00 |
|
| International Rectifier Corp (IRF) |
US |
IRF |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-1,501,451 |
-100.00 |
|
| Kodiak Oil And Gas Corp (KOG) |
CA |
KOG |
Oil Comp-Explor&Pr ... |
None |
- |
- |
- % |
Sold All |
-1,400,000 |
-100.00 |
|
| Lattice Semiconductor Corp (LSCC) |
US |
LSCC |
Electronic Compo-S ... |
500,000 |
|
|
% |
New Holding |
500,000 |
100.00 |
|
| Longtop Finl Technologies Ltd (3LOA.BE) |
US |
3LOA.BE |
Transactional Soft ... |
1,674,017 |
|
|
% |
Added More |
155,470 |
10.23 |
|
| Mcdonalds Corp (MCD) |
US |
MCD |
Retail-Restaurants |
None |
- |
- |
- % |
Sold All |
-150,000 |
-100.00 |
|
| Metlife Inc (MET-A) |
US |
MET-A |
Multi-Line Insuran ... |
750,000 |
|
|
% |
No Change |
- |
- |
- |
| Microsoft Corp (MSFT) |
US |
MSFT |
Applications Softw ... |
None |
- |
- |
- % |
Sold All |
-1,798,000 |
-100.00 |
|
| Nabors Industries Ltd (NBR) |
BM |
NBR |
Oil&Gas Drilling |
250,000 |
|
|
% |
Sold Some |
-450,000 |
-64.28 |
|
| National Oilwell Varco Inc (NOV) |
US |
NOV |
Oil Field Mach&Equ ... |
975,000 |
|
|
% |
Added More |
650,000 |
200.00 |
|
| New Oriental Ed And Technology Gr ... (N1U.BE) |
US |
N1U.BE |
Schools |
694,000 |
|
|
% |
New Holding |
694,000 |
100.00 |
|
| Pentair Inc (PNR) |
US |
PNR |
Diversified Manufa ... |
525,000 |
|
|
% |
New Holding |
525,000 |
100.00 |
|
| Petrohawk Energy Corp (HK) |
US |
HK |
Oil Comp-Explor&Pr ... |
None |
- |
- |
- % |
Sold All |
-200,000 |
-100.00 |
|
| Plains Expl And Prodtn Co (PXP) |
US |
PXP |
Oil Comp-Explor&Pr ... |
100,000 |
|
|
% |
New Holding |
100,000 |
100.00 |
|
| Praxair Inc (PX) |
US |
PX |
Industrial Gases |
50,000 |
|
|
% |
New Holding |
50,000 |
100.00 |
|
| Priceline Com Inc (PCLN) |
US |
PCLN |
E-Commerce/Service ... |
175,000 |
|
|
% |
New Holding |
175,000 |
100.00 |
|
| Qlogic Corp (QLGC) |
US |
QLGC |
Electronic Compo-S ... |
None |
- |
- |
- % |
Sold All |
-500,000 |
-100.00 |
|
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
None |
- |
- |
- % |
Sold All |
-1,250,000 |
-100.00 |
|
| Quest Software Inc (QSFT) |
US |
QSFT |
Applications Softw ... |
1,646,444 |
|
|
% |
Sold Some |
-374,500 |
-18.53 |
|
| Range Res Corp (RRC) |
US |
RRC |
Oil Comp-Explor&Pr ... |
350,000 |
|
|
% |
Added More |
250,000 |
250.00 |
|
| Research In Motion Limited (RIMM) |
CA |
RIMM |
Computers |
303,000 |
|
|
% |
New Holding |
303,000 |
100.00 |
|
| Schwab Charles Corp (SCHW) |
US |
SCHW |
Finance-Invest Bnk ... |
None |
- |
- |
- % |
Sold All |
-1,500,000 |
-100.00 |
|
| Sherwin Williams Co (SHW) |
US |
SHW |
Coatings/Paint |
300,000 |
|
|
% |
No Change |
- |
- |
- |
| Ship Finance (SFL) |
BE |
SFL |
Transport-Marine |
1,761,400 |
|
|
% |
Added More |
11,400 |
0.65 |
|
| Sina Corporation (SINA) |
KY |
SINA |
Web Portals/Isp |
660,700 |
|
|
% |
Sold Some |
-55,200 |
-7.71 |
|
| Sohu Com Inc (SOHU) |
US |
SOHU |
Web Portals/Isp |
None |
- |
- |
- % |
Sold All |
-250,000 |
-100.00 |
|
| Sothebys (BID) |
US |
BID |
Auction House/Art ... |
2,793,000 |
|
|
% |
Added More |
1,043,000 |
59.60 |
|
| Southwestern Energy Co (SWN) |
US |
SWN |
Oil Comp-Explor&Pr ... |
150,000 |
|
|
% |
Sold Some |
-375,000 |
-71.42 |
|
| Successfactors Inc (SFSF) |
US |
SFSF |
Human Resources |
412,500 |
|
|
% |
New Holding |
412,500 |
100.00 |
|
| Suncor Inc (SU) |
US |
SU |
Oil Comp-Integrate ... |
1,260,000 |
|
|
% |
Added More |
720,000 |
133.33 |
|
| Transocean Inc (RIG) |
KY |
RIG |
Oil-Field Services |
1,037,500 |
|
|
% |
Added More |
437,500 |
72.91 |
|
| Tyco Electronics Ltd (TEL) |
BM |
TEL |
Electronic Compo-M ... |
2,200,000 |
|
|
% |
Added More |
1,400,000 |
175.00 |
|
| Urs Corp (URS) |
US |
URS |
Engineering/R&D Se ... |
1,075,000 |
|
|
% |
New Holding |
1,075,000 |
100.00 |
|
| Virgin Media Inc (VMEDW) |
US |
VMEDW |
- |
6,070,684 |
|
|
% |
Added More |
4,195,684 |
223.76 |
|
| Vivo Participacoes Sa (VIV) |
BR |
VIV |
Cellular Telecom |
None |
- |
- |
- % |
Sold All |
-4,084,000 |
-100.00 |
|
| Weatherford International Ltd (WFT) |
BM |
WFT |
Oil-Field Services |
400,000 |
|
|
% |
New Holding |
400,000 |
100.00 |
|
| Wyeth (WYE) |
US |
WYE |
Medical-Drugs |
200,000 |
|
|
% |
New Holding |
200,000 |
100.00 |
|
| Xto Energy Inc (XTO) |
US |
XTO |
Oil Comp-Explor&Pr ... |
None |
- |
- |
- % |
Sold All |
-200,000 |
-100.00 |
|
| Yahoo Inc (YHOO) |
US |
YHOO |
Web Portals/Isp |
None |
- |
- |
- % |
Sold All |
-800,000 |
-100.00 |
|