13F-HR 1 wcam2009q2.txt FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- American Defense Sys Inc Com 0 025351107 2716 5325624 SH Sole 5325624 Angiotech Pharmaceuticals Inc 0 034918102 5437 3179520 SH Sole 3179520 Cadbury Plc Spons Adr 0 12721E102 15041 437225 SH Sole 437225 Canadian Superior Energy Inc C 0 136644101 4910 7461300 SH Sole 7461300 Citigroup Inc 0 172967101 30 10000 SH Sole 10000 Clorox Co Del Com 0 189054109 16892 302570 SH Sole 302570 Contango Oil & Gas Company Com 0 21075N204 7625 179460 SH Sole 179460 Johnson & Johnson Com 0 478160104 19478 342914 SH Sole 342914 Kimberly Clark Corp Com 0 494368103 14602 278500 SH Sole 278500 Lennox Intl Inc 0 526107107 560 17437 SH Sole 17437 Molson Coors Brewing Co Cl B 0 60871R209 14353 339075 SH Sole 339075 Seabridge Gold Inc Com 0 811916105 13845 533729 SH Sole 533729