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
ABBVIE INC COM 00287Y109 5,011 88,800 SH   SOLE 0 0 0 88,800
AGILENT TECHN INC COM 00846U101 2,448 42,634 SH   SOLE 0 0 0 42,634
AMERN INTL GROUP INC COM 026874784 4,497 82,400 SH   SOLE 0 0 0 82,400
AMGEN INC COM 031162100 5,776 48,800 SH   SOLE 0 0 0 48,800
ANADARKO PETE COM 032511107 578 5,282 SH   SOLE 0 0 0 5,282
AON PLC SHS CL A G0408V102 306 3,400 SH   SOLE 0 0 0 3,400
APPLE INC COM 037833100 5,535 59,570 SH   SOLE 0 0 0 59,570
BALL CORP COM 058498106 4,588 73,204 SH   SOLE 0 0 0 73,204
BANK OF AMERICA CORP COM 060505104 1,625 105,787 SH   SOLE 0 0 0 105,787
CBS CORPORATION CL B 124857202 4,803 77,300 SH   SOLE 0 0 0 77,300
CHEVRON CORP COM 166764100 5,018 38,443 SH   SOLE 0 0 0 38,443
CITIGROUP INC COM NEW 172967424 777 16,500 SH   SOLE 0 0 0 16,500
CONSTELLIUM HOLDCO B CL A N22035104 359 11,200 SH   SOLE 0 0 0 11,200
CROWN HOLDINGS INC COM 228368106 2,195 44,130 SH   SOLE 0 0 0 44,130
DIAGEO P L C SPON ADR NEW 25243Q205 3,016 23,700 SH   SOLE 0 0 0 23,700
DRESSER-RAND GROUP COM 261608103 4,932 77,400 SH   SOLE 0 0 0 77,400
DU PONT E I DE NEMOU COM 263534109 2,486 38,000 SH   SOLE 0 0 0 38,000
EASTMAN CHEM CO COM 277432100 4,533 51,900 SH   SOLE 0 0 0 51,900
EBAY INC COM 278642103 5,811 116,086 SH   SOLE 0 0 0 116,086
FORD MOTOR CO COM 345370860 4,208 244,100 SH   SOLE 0 0 0 244,100
FRANKLIN RES INC COM 354613101 2,311 39,962 SH   SOLE 0 0 0 39,962
FREEPORT-MCMORAN INC COM 35671D857 1,737 47,600 SH   SOLE 0 0 0 47,600
HANESBRANDS INC COM 410345102 5,561 56,500 SH   SOLE 0 0 0 56,500
INTERNATIONAL PAPER COM 460146103 5,539 109,767 SH   SOLE 0 0 0 109,767
INTL BUSINESS MCHN COM 459200101 4,044 22,314 SH   SOLE 0 0 0 22,314
JABIL CIRCUIT INC COM 466313103 1,998 95,600 SH   SOLE 0 0 0 95,600
JPMORGAN CHASE & CO COM 46625H100 4,421 76,729 SH   SOLE 0 0 0 76,729
LOWES CO COM 548661107 3,997 83,300 SH   SOLE 0 0 0 83,300
LYONDELLBASELL INDUS SHS - A N53745100 4,718 48,325 SH   SOLE 0 0 0 48,325
MACYS INC COM 55616P104 3,357 57,867 SH   SOLE 0 0 0 57,867
MCDONALDS CORP COM 580135101 543 5,400 SH   SOLE 0 0 0 5,400
MICROSOFT CORP COM 594918104 3,417 81,958 SH   SOLE 0 0 0 81,958
MORGAN STANLEY COM 617446448 2,029 62,768 SH   SOLE 0 0 0 62,768
MOTOROLA SOLUTIONS COM NEW 620076307 4,826 72,500 SH   SOLE 0 0 0 72,500
NAVISTAR INTL CORP COM 63934E108 2,110 56,300 SH   SOLE 0 0 0 56,300
NIELSEN N.V. COM N63218106 416 8,600 SH   SOLE 0 0 0 8,600
OCCIDENTAL PETE CORP COM 674599105 2,350 22,900 SH   SOLE 0 0 0 22,900
PEOPLES UNITED FINL COM 712704105 1,350 89,000 SH   SOLE 0 0 0 89,000
PFIZER INC COM 717081103 2,119 71,400 SH   SOLE 0 0 0 71,400
POTASH CORP OF SASK COM 73755L107 1,357 35,750 SH   SOLE 0 0 0 35,750
PRECISION CASTPARTS COM 740189105 6,009 23,809 SH   SOLE 0 0 0 23,809
ROWAN COMPANIES PLC COM G7665A101 266 8,350 SH   SOLE 0 0 0 8,350
SEALED AIR CORP COM 81211K100 4,281 125,300 SH   SOLE 0 0 0 125,300
SHERWIN WILLIAMS CO COM 824348106 4,158 20,100 SH   SOLE 0 0 0 20,100
STATE STREET CORP COM 857477103 4,380 65,133 SH   SOLE 0 0 0 65,133
TEEKAY CORP COM Y8564W103 4,237 68,066 SH   SOLE 0 0 0 68,066
TRAVELERS CO(THE) COM 89417E109 3,236 34,400 SH   SOLE 0 0 0 34,400
US BANCORP DEL COM 902973304 1,768 40,819 SH   SOLE 0 0 0 40,819
VALEANT PHARMACEUTIC COM 91911K102 1,664 13,200 SH   SOLE 0 0 0 13,200
VALSPAR CORP COM 920355104 4,662 61,200 SH   SOLE 0 0 0 61,200
VIACOM INC CL B 92553P201 4,835 55,750 SH   SOLE 0 0 0 55,750
WELLS FARGO & CO COM 949746101 2,725 51,861 SH   SOLE 0 0 0 51,861
WYNDHAM WORLDWIDE CO COM 98310W108 4,369 57,700 SH   SOLE 0 0 0 57,700