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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
CURTISS WRIGHT CORP COM 231561101 118,838 941,821 SH   SOLE   0 0 941,821
KEMPER CORP COM 488401100 142,936 2,140,092 SH   SOLE   0 0 2,140,092
TELEDYNE TECHNOLOGIE COM 879360106 135,649 315,773 SH   SOLE   0 0 315,773