The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGILENT TECHNOLOGIES INC COM 00846u101 3,555 89,205 SH   SOLE 89,205 0 0
AMERICAN AIRLS GROUP INC COM 02376r102 2,613 63,718 SH   SOLE 63,718 0 0
ASHLAND INC NEW COM 044209104 4,484 40,780 SH   SOLE 40,780 0 0
CORNING INC COM 219350105 2,130 101,949 SH   SOLE 101,949 0 0
CUMMINS INC COM 231021106 1,961 17,841 SH   SOLE 17,841 0 0
DELPHI AUTOMOTIVE PLC SHS g27823106 1,874 24,974 SH   SOLE 24,974 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 3,228 50,974 SH   SOLE 50,974 0 0
EXPRESS SCRIPTS HLDG CO COM 30219g108 3,501 50,974 SH   SOLE 50,974 0 0
GOLDMAN SACHS GROUP INC COM 38141g104 4,001 25,489 SH   SOLE 25,489 0 0
MANITOWOC FOODSERVICE INC COM 563568104 376 25,489 SH   SOLE 25,489 0 0
MANITOWOC INC COM 563571108 110 25,489 SH   SOLE 25,489 0 0
METLIFE INC COM 59156r108 4,480 101,949 SH   SOLE 101,949 0 0
U S G CORP COM NEW 903293405 2,496 100,623 SH   SOLE 100,623 0 0