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

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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
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 5,997 239,399 SH   SOLE 239,399 0 0
ALPHABET INC CAP STK CL A 02079K305 7,570 7,186 SH   SOLE 7,186 0 0
AMAZON COM INC COM 023135106 5,653 4,834 SH   SOLE 4,834 0 0
AMERICAN EXPRESS CO COM 025816109 57,757 581,581 SH   SOLE 581,581 0 0
AMGEN INC COM 031162100 10,434 60,000 SH   SOLE 60,000 0 0
AT&T INC COM 00206R102 12,967 333,505 SH   SOLE 333,505 0 0
BANK AMER CORP COM 060505104 58,409 1,978,611 SH   SOLE 1,978,611 0 0
BP PLC SPONSORED ADR 055622104 10,861 258,420 SH   SOLE 258,420 0 0
CELGENE CORP COM 151020104 15,543 148,941 SH   SOLE 148,941 0 0
CITIGROUP INC COM NEW 172967424 53,615 720,540 SH   SOLE 720,540 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 49,336 881,000 SH   SOLE 881,000 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 1,938 81,000 SH   SOLE 81,000 0 0
FACEBOOK INC CL A 30303M102 2,849 16,148 SH   SOLE 16,148 0 0
INTEL CORP COM 458140100 3,000 65,000 SH   SOLE 65,000 0 0
LEAR CORP COM NEW 521865204 24,575 139,111 SH   SOLE 139,111 0 0
LEGG MASON INC COM 524901105 12,966 308,873 SH   SOLE 308,873 0 0
LINCOLN NATL CORP IND COM 534187109 9,862 128,295 SH   SOLE 128,295 0 0
MAGNA INTL INC COM 559222401 23,808 420,124 SH   SOLE 420,124 0 0
MICRON TECHNOLOGY INC COM 595112103 35,005 851,300 SH   SOLE 851,300 0 0
PRUDENTIAL FINL INC COM 744320102 13,487 117,300 SH   SOLE 117,300 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 13,008 195,000 SH   SOLE 195,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 6,180 70,830 SH   SOLE   70,830 0 0
TOTAL S A SPONSORED ADR 89151E109 45,865 829,682 SH   SOLE   829,682 0 0
TYSON FOODS INC CL A 902494103 10,741 132,491 SH   SOLE   132,491 0 0
VALERO ENERGY CORP NEW COM 91913Y100 7,812 85,000 SH   SOLE   85,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 22,405 423,300 SH   SOLE   423,300 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 26,914 843,700 SH   SOLE   843,700 0 0