The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| Hess Corporation | COM | 42809H107 | 133,176 | 2,094,952 | SH | SOLE | 1,694,216 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 66,007 | 590,405 | SH | SOLE | 590,405 | 0 | 0 | ||
| Bank of America Corp | COM | 060505104 | 59,143 | 2,039,400 | SH | SOLE | 2,039,400 | 0 | 0 | ||
| Arch Coal Inc Class A | CL A | 039380407 | 54,703 | 580,650 | SH | SOLE | 963,346 | 0 | 0 | ||
| Ball Corporation | COM | 058498106 | 52,727 | 753,346 | SH | SOLE | 604,500 | 0 | 0 | ||
| Citigroup Inc. | COM NEW | 172967424 | 48,657 | 694,800 | SH | SOLE | 415,600 | 0 | 0 | ||
| Home Depot, Inc. | COM | 437076102 | 47,584 | 228,800 | SH | SOLE | 228,800 | 0 | 0 | ||
| Facebook, Inc. Class A | CL A | 30303M102 | 46,899 | 243,000 | SH | SOLE | 632,336 | 0 | 0 | ||
| Colgate-Palmolive Company | COM | 194162103 | 45,320 | 632,336 | SH | SOLE | 694,800 | 0 | 0 | ||
| Lowe's Companies, Inc. | COM | 548661107 | 41,938 | 415,600 | SH | SOLE | 199,000 | 0 | 0 | ||
| Mondelez International, Inc. Class A | CL A | 609207105 | 40,964 | 759,998 | SH | SOLE | 243,000 | 0 | 0 | ||
| Kansas City Southern | COM NEW | 485170302 | 39,749 | 326,290 | SH | SOLE | 759,998 | 0 | 0 | ||
| Coca-Cola Company | COM | 191216100 | 38,652 | 759,078 | SH | SOLE | 326,290 | 0 | 0 | ||
| S&P Global, Inc. | COM | 78409V104 | 38,497 | 169,000 | SH | SOLE | 801,578 | 0 | 0 | ||
| Norfolk Southern Corporation | COM | 655844108 | 35,441 | 177,800 | SH | SOLE | 177,800 | 0 | 0 | ||
| Wells Fargo & Company | COM | 949746101 | 31,222 | 659,800 | SH | SOLE | 178,384 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 29,289 | 178,384 | SH | SOLE | 659,800 | 0 | 0 | ||
| Deere & Company | COM | 244199105 | 28,301 | 170,785 | SH | SOLE | 23,275 | 0 | 0 | ||
| Crown Holdings, Inc. | COM | 228368106 | 26,257 | 429,746 | SH | SOLE | 170,785 | 0 | 0 | ||
| Alphabet Inc. Class A | CL A | 02079K305 | 25,202 | 23,275 | SH | SOLE | 958,600 | 0 | 0 | ||
| Weyerhaeuser Company | COM | 962166104 | 23,285 | 884,000 | SH | SOLE | 884,000 | 0 | 0 | ||
| Peabody Energy Corporation | COM | 704551100 | 23,102 | 958,600 | SH | SOLE | 466,800 | 0 | 0 | ||
| American Airlines Group, Inc. | COM | 02376R102 | 20,818 | 638,400 | SH | SOLE | 424,400 | 0 | 0 | ||
| Apache Corporation | COM | 037411105 | 18,280 | 631,000 | SH | SOLE | 284,700 | 0 | 0 | ||