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 3,146 43,400 SH   SOLE   0 0 43,400
AGILENT TECHN INC COM 00846U101 1,745 29,434 SH   SOLE   0 0 29,434
ALLISON TRANSMISSION COM 01973R101 558 14,900 SH   SOLE   0 0 14,900
AMERN INTL GROUP INC COM 026874784 5,076 81,200 SH   SOLE   0 0 81,200
AMGEN INC COM 031162100 3,513 20,400 SH   SOLE   0 0 20,400
ANADARKO PETE COM 032511107 1,867 41,196 SH   SOLE   0 0 41,196
AON PLC COM G0408V102 4,865 36,600 SH   SOLE   0 0 36,600
APPLE INC COM 037833100 8,598 59,705 SH   SOLE   0 0 59,705
ARMSTONG WORLD INDS COM 04247X102 616 13,400 SH   SOLE   0 0 13,400
AXALTA COATING SYS COM G0750C108 4,283 133,700 SH   SOLE   0 0 133,700
BALL CORP COM 058498106 3,672 87,000 SH   SOLE   0 0 87,000
BANK OF AMERICA CORP COM 060505104 2,037 83,997 SH   SOLE   0 0 83,997
CBS CORPORATION CL B 124857202 7,602 119,200 SH   SOLE   0 0 119,200
CHEVRON CORP COM 166764100 1,805 17,302 SH   SOLE   0 0 17,302
COMMSCOPE INC COM 20337X109 3,822 100,500 SH   SOLE   0 0 100,500
DEERE & CO COM 244199105 3,744 30,300 SH   SOLE   0 0 30,300
DIAGEO P L C SP ADR NEW 25243Q205 3,355 28,000 SH   SOLE   0 0 28,000
DOW CHEMICAL COMPANY COM 260543103 2,642 41,900 SH   SOLE   0 0 41,900
DU PONT E I DE NEMOU COM 263534109 1,436 17,800 SH   SOLE   0 0 17,800
EASTMAN CHEM CO COM 277432100 4,157 49,500 SH   SOLE   0 0 49,500
EBAY INC COM 278642103 4,102 117,486 SH   SOLE   0 0 117,486
FRANKLIN RES INC COM 354613101 123 2,762 SH   SOLE   0 0 2,762
GENERAL MOTORS CO COM 37045V100 3,538 101,300 SH   SOLE   0 0 101,300
GRAPHIC PACKGNG HLD COM 388689101 3,586 260,300 SH   SOLE   0 0 260,300
HANESBRANDS INC COM 410345102 2,950 127,400 SH   SOLE   0 0 127,400
HD SUPPLY INC COM 40416M105 2,624 85,700 SH   SOLE   0 0 85,700
HRG GROUP INC COM 40434J100 1,268 71,600 SH   SOLE   0 0 71,600
INTERNATIONAL PAPER COM 460146103 5,987 105,767 SH   SOLE   0 0 105,767
JPMORGAN CHASE & CO COM 46625H100 6,103 66,779 SH   SOLE   0 0 66,779
LAZARD LTD SHS A G48661107 3,497 75,500 SH   SOLE   0 0 75,500
LOWES CO COM 548661107 4,442 57,300 SH   SOLE   0 0 57,300
LYONDELLBASELL INDUS SHS - A - N53745100 4,818 57,100 SH   SOLE   0 0 57,100
MACYS INC COM 55616P104 414 17,820 SH   SOLE   0 0 17,820
MICROSOFT CORP COM 594918104 4,619 67,014 SH   SOLE   0 0 67,014
MONSANTO CO COM 61166W101 1,745 14,750 SH   SOLE   0 0 14,750
MORGAN STANLEY COM 617446448 2,471 55,468 SH   SOLE   0 0 55,468
NIELSEN HOLDINGS PLC SHS EUR G6518L108 108 2,800 SH   SOLE   0 0 2,800
PAYPAL HLDGS INC COM 70450Y103 6,160 114,786 SH   SOLE   0 0 114,786
PEOPLES UNITED FINL COM 712704105 1,349 76,400 SH   SOLE   0 0 76,400
PFIZER INC COM 717081103 2,851 84,900 SH   SOLE   0 0 84,900
ROCKWELL COLLINS INC COM 774341101 4,865 46,300 SH   SOLE   0 0 46,300
ROWAN COMPANIES PLC COM G7665A101 40 3,950 SH   SOLE   0 0 3,950
SEALED AIR CORP COM 81211K100 4,793 107,100 SH   SOLE   0 0 107,100
SHIRE PLC SPONSORED ADR 82481R106 2,892 17,500 SH   SOLE   0 0 17,500
STATE STREET CORP COM 857477103 3,942 43,933 SH   SOLE   0 0 43,933
TEEKAY CORP COM Y8564W103 5 800 SH   SOLE   0 0 800
TEXTRON INC COM 883203101 3,589 76,200 SH   SOLE   0 0 76,200
TIME WARNER INC COM 887317303 3,223 32,100 SH   SOLE   0 0 32,100
TRAVELERS CO(THE) COM 89417E109 4,415 34,900 SH   SOLE   0 0 34,900
US BANCORP DEL COM 902973304 1,989 38,319 SH   SOLE   0 0 38,319
VIACOM INC CL B 92553P201 1,807 53,850 SH   SOLE   0 0 53,850
WELLS FARGO & CO COM 949746101 2,496 45,061 SH   SOLE   0 0 45,061
WYNDHAM WORLDWIDE CO COM 98310W108 3,624 36,100 SH   SOLE   0 0 36,100