Manager's selected positions disclosed October, 2013 DHT Holdings, Inc. (DHT US) Return since Oct. 2013: 10096+ Investment Targets: Company "C" Oclaro, Inc (OCLR US) Return since Oct. 2013: 9096+ a.. lad ..r ler lei *Sill kr r mat: it. *a wan ia 5yr Share Performance PM hi v et• it: le N Yn