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 COMMON 00287Y109 5,684 97,100 SH   SOLE   0 0 97,100
AGILENT TECHN INC COMMON 00846U101 1,675 40,334 SH   SOLE   0 0 40,334
ALLISON TRANSMISSI COM 01973R101 1,207 37,800 SH   SOLE   0 0 37,800
AMERN INTL GROUP INC COMMON 026874784 4,733 86,400 SH   SOLE   0 0 86,400
AMGEN INC COMMON 031162100 6,745 42,200 SH   SOLE   0 0 42,200
ANADARKO PETE COMMON 032511107 437 5,282 SH   SOLE   0 0 5,282
AON PLC SHS CL A G0408V102 326 3,400 SH   SOLE   0 0 3,400
APPLE INC COMMON 037833100 6,802 54,670 SH   SOLE   0 0 54,670
BANK OF AMERICA CORP COMMON 060505104 1,323 85,998 SH   SOLE   0 0 85,998
CBS CORPORATION CL B 124857202 6,954 114,700 SH   SOLE   0 0 114,700
CHEVRON CORP COMMON 166764100 3,878 36,943 SH   SOLE   0 0 36,943
CITIGROUP INC COM NEW 172967424 1,813 35,200 SH   SOLE   0 0 35,200
CONSTELLIUM HOLDCO B CL A N22035104 71 3,500 SH   SOLE   0 0 3,500
DELTA AIR LINES COMMON 247361702 3,241 72,100 SH   SOLE   0 0 72,100
DIAGEO P L C SP ADR NEW 25243Q205 2,509 22,700 SH   SOLE   0 0 22,700
DU PONT E I DE NEMOU COMMON 263534109 2,151 30,100 SH   SOLE   0 0 30,100
EASTMAN CHEM CO COMMON 277432100 3,296 47,600 SH   SOLE   0 0 47,600
EATON CORPORATION COMMON G29183103 781 11,500 SH   SOLE   0 0 11,500
EBAY INC COMMON 278642103 5,986 103,786 SH   SOLE   0 0 103,786
EXPRESS SCRIPTS HLDG COM 30219G108 4,954 57,100 SH   SOLE   0 0 57,100
FORD MOTOR CO COMMON 345370860 4,578 283,700 SH   SOLE   0 0 283,700
FRANKLIN RES INC COMMON 354613101 1,968 38,362 SH   SOLE   0 0 38,362
GENERAL MOTORS CO COM 37045V100 3,086 82,300 SH   SOLE   0 0 82,300
GRAPHIC PACKGNG HLD COMMON 388689101 3,232 222,300 SH   SOLE   0 0 222,300
HANESBRANDS INC COMMON 410345102 562 16,800 SH   SOLE   0 0 16,800
INTERNATIONAL PAPER COMMON 460146103 6,079 109,567 SH   SOLE   0 0 109,567
INTL BUSINESS MCHN COMMON 459200101 2,923 18,214 SH   SOLE   0 0 18,214
JABIL CIRCUIT INC COMMON 466313103 2,499 106,900 SH   SOLE   0 0 106,900
JPMORGAN CHASE & CO COMMON 46625H100 5,048 83,329 SH   SOLE   0 0 83,329
LOWES CO COMMON 548661107 5,832 78,400 SH   SOLE   0 0 78,400
LYONDELLBASELL INDUS SHS - A N53745100 5,656 64,425 SH   SOLE   0 0 64,425
MACYS INC COMMON 55616P104 3,567 54,967 SH   SOLE   0 0 54,967
MICROSOFT CORP COMMON 594918104 3,311 81,458 SH   SOLE   0 0 81,458
MORGAN STANLEY COMMON 617446448 2,240 62,768 SH   SOLE   0 0 62,768
MOTOROLA SOLUTIONS COM NEW 620076307 2,073 31,100 SH   SOLE   0 0 31,100
NAVISTAR INTL CORP COMMON 63934E108 1,162 39,400 SH   SOLE   0 0 39,400
NIELSEN N.V. COM N63218106 3,231 72,500 SH   SOLE   0 0 72,500
PEOPLES UNITED FINL COMMON 712704105 1,267 83,400 SH   SOLE   0 0 83,400
PFIZER INC COMMON 717081103 2,762 79,400 SH   SOLE   0 0 79,400
POTASH CORP OF SASK COMMON 73755L107 1,152 35,750 SH   SOLE   0 0 35,750
PRECISION CASTPARTS COMMON 740189105 5,095 24,263 SH   SOLE   0 0 24,263
ROWAN COMPANIES PLC COMMON G7665A101 87 4,950 SH   SOLE   0 0 4,950
SANDISK CORP COMMON 80004C101 1,902 29,900 SH   SOLE   0 0 29,900
SEALED AIR CORP COMMON 81211K100 6,255 137,300 SH   SOLE   0 0 137,300
SEAWORLD ENTERTAIN COMMON 81282V100 863 44,800 SH   SOLE   0 0 44,800
SHERWIN WILLIAMS CO COMMON 824348106 3,921 13,785 SH   SOLE   0 0 13,785
STATE STREET CORP COMMON 857477103 4,833 65,733 SH   SOLE   0 0 65,733
TEEKAY CORP COMMON Y8564W103 4,362 93,666 SH   SOLE   0 0 93,666
TRAVELERS CO(THE) COMMON 89417E109 4,719 43,650 SH   SOLE   0 0 43,650
US BANCORP DEL COMMON 902973304 1,782 40,819 SH   SOLE   0 0 40,819
VALSPAR CORP COMMON 920355104 5,125 61,000 SH   SOLE   0 0 61,000
VIACOM INC CL B 92553P201 4,326 63,350 SH   SOLE   0 0 63,350
WELLS FARGO & CO COMMON 949746101 2,821 51,861 SH   SOLE   0 0 51,861
WYNDHAM WORLDWIDE CO COMMON 98310W108 5,220 57,700 SH   SOLE   0 0 57,700