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 2,938 45,100 SH   SOLE   0 0 45,100
AGILENT TECHN INC COM 00846U101 1,556 29,434 SH   SOLE   0 0 29,434
ALLISON TRANSMISSION COM 01973R101 537 14,900 SH   SOLE   0 0 14,900
AMERN INTL GROUP INC COM 026874784 5,069 81,200 SH   SOLE   0 0 81,200
AMGEN INC COM 031162100 3,347 20,400 SH   SOLE   0 0 20,400
ANADARKO PETE COM 032511107 2,337 37,696 SH   SOLE   0 0 37,696
AON PLC COM G0408V102 4,201 35,400 SH   SOLE   0 0 35,400
APPLE INC COM 037833100 8,577 59,705 SH   SOLE   0 0 59,705
AXALTA COATING SYS COM G0750C108 4,305 133,700 SH   SOLE   0 0 133,700
BANK OF AMERICA CORP COM 060505104 1,981 83,997 SH   SOLE   0 0 83,997
CBS CORPORATION CL B 124857202 8,281 119,400 SH   SOLE   0 0 119,400
CHEVRON CORP COM 166764100 1,857 17,302 SH   SOLE   0 0 17,302
COMMSCOPE INC COM 20337X109 4,125 98,900 SH   SOLE   0 0 98,900
DEERE & CO COM 244199105 3,298 30,300 SH   SOLE   0 0 30,300
DIAGEO P L C SP ADR NEW 25243Q205 3,236 28,000 SH   SOLE   0 0 28,000
DOW CHEMICAL COMPANY COM 260543103 2,662 41,900 SH   SOLE   0 0 41,900
DU PONT E I DE NEMOU COM 263534109 1,429 17,800 SH   SOLE   0 0 17,800
EASTMAN CHEM CO COM 277432100 3,999 49,500 SH   SOLE   0 0 49,500
EBAY INC COM 278642103 3,944 117,486 SH   SOLE   0 0 117,486
FORD MOTOR CO COM 345370860 257 22,100 SH   SOLE   0 0 22,100
FRANKLIN RES INC COM 354613101 1,245 29,562 SH   SOLE   0 0 29,562
GENERAL MOTORS CO COM 37045V100 3,581 101,300 SH   SOLE   0 0 101,300
GRAPHIC PACKGNG HLD COM 388689101 3,350 260,300 SH   SOLE   0 0 260,300
HANESBRANDS INC COM 410345102 2,655 127,900 SH   SOLE   0 0 127,900
HD SUPPLY INC COM 40416M105 2,969 72,200 SH   SOLE   0 0 72,200
HRG GROUP INC COM 40434J100 1,383 71,600 SH   SOLE   0 0 71,600
INTERNATIONAL PAPER COM 460146103 5,370 105,767 SH   SOLE   0 0 105,767
JABIL CIRCUIT INC COM 466313103 1,882 65,100 SH   SOLE   0 0 65,100
JPMORGAN CHASE & CO COM 46625H100 5,865 66,779 SH   SOLE   0 0 66,779
LAZARD LTD SHS A G54050102 3,274 71,200 SH   SOLE   0 0 71,200
LOWES CO COM 548661107 4,710 57,300 SH   SOLE   0 0 57,300
LYONDELLBASELL INDUS SHS - A - N53745100 5,298 58,100 SH   SOLE   0 0 58,100
MACYS INC COM 55616P104 1,510 50,967 SH   SOLE   0 0 50,967
MICROSOFT CORP COM 594918104 4,525 68,718 SH   SOLE   0 0 68,718
MONSANTO CO COM 61166W101 1,669 14,750 SH   SOLE   0 0 14,750
MORGAN STANLEY COM 617446448 2,376 55,468 SH   SOLE   0 0 55,468
NIELSEN HOLDINGS PLC SHS EUR G6518L108 2,833 68,600 SH   SOLE   0 0 68,600
PAYPAL HLDGS INC COM 70450Y103 5,015 116,586 SH   SOLE   0 0 116,586
PEOPLES UNITED FINL COM 712704105 1,390 76,400 SH   SOLE   0 0 76,400
PFIZER INC COM 717081103 2,904 84,900 SH   SOLE   0 0 84,900
ROCKWELL COLLINS INC COM 774341101 4,498 46,300 SH   SOLE   0 0 46,300
ROWAN COMPANIES PLC COM G7665A101 61 3,950 SH   SOLE   0 0 3,950
SEALED AIR CORP COM 81211K100 4,898 112,400 SH   SOLE   0 0 112,400
SHIRE PLC SPONSORED ADR 82481R106 3,049 17,500 SH   SOLE   0 0 17,500
STATE STREET CORP COM 857477103 3,497 43,933 SH   SOLE   0 0 43,933
TEEKAY CORP COM Y8564W103 7 800 SH   SOLE   0 0 800
TIME WARNER INC COM 887317303 3,322 34,000 SH   SOLE   0 0 34,000
TRAVELERS CO(THE) COM 89417E109 4,327 35,900 SH   SOLE   0 0 35,900
US BANCORP DEL COM 902973304 1,973 38,319 SH   SOLE   0 0 38,319
VIACOM INC CL B 92553P201 2,515 53,950 SH   SOLE   0 0 53,950
WELLS FARGO & CO COM 949746101 2,485 44,661 SH   SOLE   0 0 44,661
WYNDHAM WORLDWIDE CO COM 98310W108 4,568 54,200 SH   SOLE   0 0 54,200