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 4,036 43,562 SH   SOLE   0 0 43,562
AGILENT TECHN INC COM 00846U101 3,257 52,674 SH   SOLE   0 0 52,674
ALLISON TRANSMISSION COM 01973R101 684 16,900 SH   SOLE   0 0 16,900
AMERN INTL GROUP INC COM 026874784 3,516 66,319 SH   SOLE   0 0 66,319
AMGEN INC COM 031162100 3,733 20,225 SH   SOLE   0 0 20,225
ANADARKO PETE COM 032511107 2,519 34,396 SH   SOLE   0 0 34,396
AON PLC COM G0408V102 5,435 39,627 SH   SOLE   0 0 39,627
APPLE INC COM 037833100 9,099 49,158 SH   SOLE   0 0 49,158
ARMSTONG WORLD INDS COM 04247X102 3,067 48,530 SH   SOLE   0 0 48,530
AXALTA COATING SYS COM G0750C108 1,965 64,856 SH   SOLE   0 0 64,856
BALL CORP COM 058498106 4,181 117,624 SH   SOLE   0 0 117,624
BANK OF AMERICA CORP COM 060505104 3,167 112,375 SH   SOLE   0 0 112,375
CHEVRON CORP COM 166764100 2,163 17,112 SH   SOLE   0 0 17,112
COMMSCOPE INC COM 2033TX109 3,276 112,201 SH   SOLE   0 0 112,201
DEERE & CO COM 244199105 4,187 29,950 SH   SOLE   0 0 29,950
DIAGEO P L C SP ADR NEW 25243Q205 4,213 29,256 SH   SOLE   0 0 29,256
DOWDUPONT INC COM 26078J100 5,575 84,583 SH   SOLE   0 0 84,583
EASTMAN CHEM CO COM 277432100 4,812 48,140 SH   SOLE   0 0 48,140
EBAY INC COM 278642103 4,229 116,645 SH   SOLE   0 0 116,645
FORD MOTOR CO COM 345370860 1,669 150,800 SH   SOLE   0 0 150,800
GALLAGHER ARTHR J&CO COM 363576109 4,415 67,641 SH   SOLE   0 0 67,641
GENERAL MOTORS CO COM 37045V100 3,848 97,686 SH   SOLE   0 0 97,686
GRAPHIC PACKGNG HLD COM 388689101 3,688 254,191 SH   SOLE   0 0 254,191
HANESBRANDS INC COM 410345102 1,147 52,100 SH   SOLE   0 0 52,100
HD SUPPLY INC COM 40416M105 4,633 108,023 SH   SOLE   0 0 108,023
HRG GROUP INC COM 40434J100 945 72,235 SH   SOLE   0 0 72,235
HUNTSMAN CORP COM 447011107 2,844 97,422 SH   SOLE   0 0 97,422
INTERNATIONAL PAPER COM 460146103 5,420 104,078 SH   SOLE   0 0 104,078
INTL BUSINESS MCHN COM 459200101 2,605 18,652 SH   SOLE   0 0 18,652
JPMORGAN CHASE & CO COM 46625H100 6,883 66,061 SH   SOLE   0 0 66,061
LAZARD LTD SHS A G54050102 4,213 86,141 SH   SOLE   0 0 86,141
LOWES CO COM 548661107 5,763 60,307 SH   SOLE   0 0 60,307
LYONDELLBASELL INDUS SHS -A- N53745100 6,090 55,440 SH   SOLE   0 0 55,440
MICROSOFT CORP COM 594918104 5,899 59,823 SH   SOLE   0 0 59,823
MORGAN STANLEY COM 617446448 2,608 55,039 SH   SOLE   0 0 55,039
PAYPAL HLDGS INC COM 70450Y103 6,651 79,873 SH   SOLE   0 0 79,873
PEOPLES UNITED FINL COM 712704105 1,376 76,084 SH   SOLE   0 0 76,084
PFIZER INC COM 717081103 3,092 85,253 SH   SOLE   0 0 85,253
SEALED AIR CORP COM 81211K100 3,298 77,711 SH   SOLE   0 0 77,711
SERVICEMASTER GBL COM 81761R109 4,340 72,987 SH   SOLE   0 0 72,987
STATE STREET CORP COM 857477103 4,096 44,005 SH   SOLE   0 0 44,005
TEXTRON INC COM 883203101 5,503 83,497 SH   SOLE   0 0 83,497
T-MOBILE US INC COM 872590104 4,089 68,441 SH   SOLE   0 0 68,441
TRAVELERS CO(THE) COM 89417E109 4,525 36,990 SH   SOLE   0 0 36,990
US BANCORP DEL COM 902973304 2,104 42,080 SH   SOLE   0 0 42,080
WALMART INC COM 931142103 2,895 33,804 SH   SOLE   0 0 33,804
WYNDHAM DESTINATIONS COM 98310W108 1,206 27,259 SH   SOLE   0 0 27,259
WYNDHAM HOTELS & RES COM 98311A105 1,603 27,259 SH   SOLE   0 0 27,259