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
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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
APPLE INC COM 037833100 11,273 89,666 SH   SOLE   0 0 89,666
ALLSTATE CORP COM 020002101 9,477 145,209 SH   SOLE   0 0 145,209
BED BATH & BEYOND INC COM 075896100 5,469 78,715 SH   SOLE   0 0 78,715
CISCO SYS INC COM 17275R102 8,424 306,449 SH   SOLE   0 0 306,449
GENERAL MTRS CO COM 37045V100 7,961 239,436 SH   SOLE   0 0 239,436
GILEAD SCIENCES INC COM 375558103 10,626 90,116 SH   SOLE   0 0 90,116
CORNING INC COM 219350105 4,253 215,050 SH   SOLE   0 0 215,050
INTEL CORP COM 458140100 3,513 116,050 SH   SOLE   0 0 116,050
JABIL CIRCUIT INC COM 466313103 7,770 364,982 SH   SOLE   0 0 364,982
JPMORGAN CHASE & CO COM 46625H100 9,727 143,751 SH   SOLE   0 0 143,751
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 3,126 177,420 SH   SOLE   0 0 177,420
PRECISION DRILLING CORP COM 74022D308 4,517 679,347 SH   SOLE   0 0 679,347
PARKER DRILLING CORP COM 701081101 6,256 1,884,396 SH   SOLE   0 0 1,884,396
TEREX CORP COM 880779103 5,671 243,945 SH   SOLE   0 0 243,945
VALERO ENERGY CORP COM 91913Y100 12,834 203,752 SH   SOLE   0 0 203,752
VISHAY INTERTECHNOLOGY INC COM 928298108 4,807 411,933 SH   SOLE   0 0 411,933
WELLS FARGO & CO COM 949746101 8,968 159,038 SH   SOLE   0 0 159,038