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 3,950 63,800 SH   SOLE   0 0 63,800
AGILENT TECHN INC COM 00846U101 1,488 33,534 SH   SOLE   0 0 33,534
ALLISON TRANSMISSION COM 01973R101 446 15,800 SH   SOLE   0 0 15,800
AMERN INTL GROUP INC COM 026874784 4,332 81,900 SH   SOLE   0 0 81,900
AMGEN INC COM 031162100 4,930 32,400 SH   SOLE   0 0 32,400
ANADARKO PETE COM 032511107 244 4,582 SH   SOLE   0 0 4,582
APPLE INC COM 037833100 5,660 59,205 SH   SOLE   0 0 59,205
AXALTA COATING SYS COM G0750C108 5,215 121,200 SH   SOLE   0 0 121,200
BANK OF AMERICA CORP COM 060505104 1,125 84,797 SH   SOLE   0 0 84,797
CBS CORPORATION CL B 124857202 7,110 130,600 SH   SOLE   0 0 130,600
CHEVRON CORP COM 166764100 1,856 17,702 SH   SOLE   0 0 17,702
COMMSCOPE INC COM 20337X109 3,475 112,000 SH   SOLE   0 0 112,000
DELTA AIR LINES COM 247361702 1,614 44,300 SH   SOLE   0 0 44,300
DIAGEO P L C SPON ADR NEW 25243Q205 3,217 28,500 SH   SOLE   0 0 28,500
DU PONT E I DE NEMOU COM 263534109 991 15,300 SH   SOLE   0 0 15,300
EASTMAN CHEM CO COM 277432100 3,381 49,800 SH   SOLE   0 0 49,800
EBAY INC COM 278642103 2,767 118,186 SH   SOLE   0 0 118,186
EXPRESS SCRIPTS HLDG COM 30219G108 3,820 50,400 SH   SOLE   0 0 50,400
FORD MOTOR CO COM 345370860 2,808 223,400 SH   SOLE   0 0 223,400
FRANKLIN RES INC COM 354613101 966 28,962 SH   SOLE   0 0 28,962
GENERAL MOTORS CO COM 37045V100 2,816 99,500 SH   SOLE   0 0 99,500
GRAPHIC PACKGNG HLD COM 388689101 3,712 296,000 SH   SOLE   0 0 296,000
HANESBRANDS INC COM 410345102 3,357 133,600 SH   SOLE   0 0 133,600
INTERNATIONAL PAPER COM 460146103 4,656 109,867 SH   SOLE   0 0 109,867
JABIL CIRCUIT INC COM 466313103 2,017 109,200 SH   SOLE   0 0 109,200
JPMORGAN CHASE & CO COM 46625H100 4,081 65,679 SH   SOLE   0 0 65,679
LOWES CO COM 548661107 5,866 74,100 SH   SOLE   0 0 74,100
LYONDELLBASELL INDUS SHS - A - N53745100 5,410 72,700 SH   SOLE   0 0 72,700
MACYS INC COM 55616P104 2,486 73,967 SH   SOLE   0 0 73,967
MICROSOFT CORP COM 594918104 3,713 72,568 SH   SOLE   0 0 72,568
MONSANTO CO COM 61166W101 2,466 23,850 SH   SOLE   0 0 23,850
MORGAN STANLEY COM 617446448 1,431 55,068 SH   SOLE   0 0 55,068
NIELSEN HOLDINGS PLC SHS EUR G6518L108 3,425 65,900 SH   SOLE   0 0 65,900
PAYPAL HLDGS INC COM 70450Y103 4,326 118,486 SH   SOLE   0 0 118,486
PEOPLES UNITED FINL COM 712704105 1,120 76,400 SH   SOLE   0 0 76,400
PEPSICO INC COM 713448108 148 1,400 SH   SOLE   0 0 1,400
PFIZER INC COM 717081103 2,989 84,900 SH   SOLE   0 0 84,900
ROCKWELL COLLINS INC COM 774341101 2,503 29,400 SH   SOLE   0 0 29,400
ROWAN COMPANIES PLC COM G7665A101 70 3,950 SH   SOLE   0 0 3,950
SEALED AIR CORP COM 81211K100 6,155 133,900 SH   SOLE   0 0 133,900
SHIRE PLC SPONSORED ADR 82481R106 1,638 8,900 SH   SOLE   0 0 8,900
STATE STREET CORP COM 857477103 2,180 40,433 SH   SOLE   0 0 40,433
TEEKAY CORP COM Y8564W103 414 58,000 SH   SOLE   0 0 58,000
TEEKAY OFFSHRE PRTNR PARTNERSHIP UN Y8565J101 136 22,900 SH   SOLE   0 0 22,900
TEEKAY TANKERS LTD CL A Y8565N102 123 41,300 SH   SOLE   0 0 41,300
TIME WARNER INC COM 887317303 3,265 44,400 SH   SOLE   0 0 44,400
TRAVELERS CO(THE) COM 89417E109 4,881 41,000 SH   SOLE   0 0 41,000
US BANCORP DEL COM 902973304 1,545 38,319 SH   SOLE   0 0 38,319
VIACOM INC CL B 92553P201 1,636 39,450 SH   SOLE   0 0 39,450
WALT DISNEY CO COM DISNEY 254687106 2,788 28,500 SH   SOLE   0 0 28,500
WELLS FARGO & CO COM 949746101 2,114 44,661 SH   SOLE   0 0 44,661
WYNDHAM WORLDWIDE CO COM 98310W108 4,003 56,200 SH   SOLE   0 0 56,200