13F-HR 1 wcam2010q3.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 0 025351107 975 6093973 SH Sole 6093973 Angiotech Pharmaceuticals Inc 0 034918102 32 56000 SH Sole 56000 Automatic Data Processing Inc 0 053015103 8856 210715 SH Sole 210715 Broadridge Financial Solutions 0 11133t103 4675 204395 SH Sole 204395 Clorox Co 0 189054109 11992 179635 SH Sole 179635 Contango Oil & Gas Co 0 21075N204 4566 91030 SH Sole 91030 Johnson & Johnson 0 478160104 8354 134827 SH Sole 134827 Kimberly-Clark Corp 0 494368103 11192 172050 SH Sole 172050 Kraft Foods Inc. 0 50075n104 4406 142774 SH Sole 142774 Live Nation, Inc. 0 538034109 5077 513887 SH Sole 513887 McCormick & Co Inc 0 579780206 10225 243223 SH Sole 243223 Molson Coors Brewing Co Cl B 0 60871R209 11900 252005 SH Sole 252005 Sonde Resources Corp 0 835426107 3196 1054902 SH Sole 1054902 American Defense Sys Inc-Restr 0 93 967725 SH Sole 967725 American Defense Sys Inc-Restr 0 122 1360425 SH Sole 1360425 SPDR GOLD TRUST 78463v107 318 2488 SH Sole 2488