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
ALLEGION PUB LTD CO ORD SHS G0176J109 990 12,425 SH   DFND 1 0 12,425 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 3,880 349,529 SH   DFND 1 0 349,529 0
AMERICAN INTL GROUP INC COM NEW 026874784 7,744 196,500 SH   DFND 1 0 196,500 0
BANK AMER CORP COM 060505104 10,332 419,329 SH   DFND 1 0 419,329 0
BB&T CORP COM 054937107 7,594 175,300 SH   DFND 1 0 175,300 0
BLOOM ENERGY CORP COM CL A 093712107 1,265 126,800 SH   DFND 1 0 126,800 0
CITIZENS FINL GROUP INC COM 174610105 6,972 234,516 SH   DFND 1 0 234,516 0
COOPER TIRE & RUBR CO COM 216831107 2,590 80,111 SH   DFND 1 0 80,111 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,991 23,894 SH   DFND 1 0 23,894 0
GOODYEAR TIRE & RUBR CO COM 382550101 2,279 111,683 SH   DFND 1 0 111,683 0
HARTFORD FINL SVCS GROUP INC COM 416515104 11,170 251,300 SH   DFND 1 0 251,300 0
KEYCORP NEW COM 493267108 7,504 507,700 SH   DFND 1 0 507,700 0
MOHAWK INDS INC COM 608190104 2,074 17,732 SH   DFND 1 0 17,732 0
NIKE INC CL B 654106103 1,965 26,500 SH   DFND 1 0 26,500 0
NUCOR CORP COM 670346105 1,762 34,000 SH   DFND 1 0 34,000 0
NXP SEMICONDUCTORS N V COM N6596X109 2,996 40,883 SH   DFND 1 0 40,883 0
SLM CORP COM 78442P106 6,095 733,459 SH   DFND 1 0 733,459 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 6,993 455,881 SH   DFND 1 0 455,881 0
VOYA FINL INC COM 929089100 5,524 137,615 SH   DFND 1 0 137,615 0