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
ABBVIE INC COM 00287Y109 22,511 380,000 SH   SOLE   380,000 0 0
ACE LTD SHS H0023R105 11,451 98,000 SH   SOLE   98,000 0 0
ADAM NAT RES FD INC COM 00548F105 38,793 2,186,774 SH   SOLE   2,186,774 0 0
ADOBE SYS INC COM 00724F101 11,460 122,000 SH   SOLE   122,000 0 0
AETNA INC NEW COM 00817Y108 19,883 183,900 SH   SOLE   183,900 0 0
AGL RES INC COM 001204106 9,252 145,000 SH   SOLE   145,000 0 0
ALLERGAN PLC SHS G0083B108 33,468 107,096 SH   SOLE   107,096 0 0
ALLSTATE CORP COM 020002101 19,745 318,000 SH   SOLE   318,000 0 0
ALPHABET INC CL A 38259P508 27,619 35,500 SH   SOLE   35,500 0 0
ALPHABET INC CL C 38259P706 27,014 35,597 SH   SOLE   35,597 0 0
AMAZON COM INC COM 023135106 33,795 50,000 SH   SOLE   50,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 16,298 263,000 SH   SOLE   263,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 10,180 105,000 SH   SOLE   105,000 0 0
APPLE INC COM 037833100 61,177 581,200 SH   SOLE   581,200 0 0
AUTOMATIC DATA PROCESSING COM 053015103 4,727 55,800 SH   SOLE   55,800 0 0
BIOGEN INC COM 09062X103 14,398 47,000 SH   SOLE   47,000 0 0
BLACKROCK INC COM 09247X101 15,494 45,500 SH   SOLE   45,500 0 0
BOEING CO COM 097023105 29,641 205,000 SH   SOLE   205,000 0 0
BORGWARNER INC COM 099724106 5,923 137,000 SH   SOLE   137,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 17,684 245,000 SH   SOLE   245,000 0 0
CELGENE CORP COM 151020104 19,641 164,000 SH   SOLE   164,000 0 0
CF INDS HLDGS INC COM 125269100 8,291 203,155 SH   SOLE   203,155 0 0
CHEVRON CORP NEW COM 166764100 19,611 218,000 SH   SOLE   218,000 0 0
CIGNA CORPORATION COM 125509109 21,335 145,800 SH   SOLE   145,800 0 0
CISCO SYS INC COM 17275R102 12,111 446,000 SH   SOLE   446,000 0 0
CITIGROUP INC COM NEW 172967424 23,132 447,000 SH   SOLE   447,000 0 0
CMS ENERGY CORP COM 125896100 8,118 225,000 SH   SOLE   225,000 0 0
COCA COLA CO COM 191216100 7,991 186,000 SH   SOLE   186,000 0 0
COMCAST CORP NEW CL A 20030N101 31,590 559,800 SH   SOLE   559,800 0 0
CVS HEALTH CORP COM 126650100 30,700 314,000 SH   SOLE   314,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,810 311,900 SH   SOLE   311,900 0 0
DISNEY WALT CO COM DISNEY 254687106 26,543 252,600 SH   SOLE   252,600 0 0
DOLLAR GEN CORP NEW COM 256677105 19,506 271,400 SH   SOLE   271,400 0 0
DOVER CORP COM 260003108 10,791 176,000 SH   SOLE   176,000 0 0
EDISON INTL COM 281020107 5,803 98,000 SH   SOLE   98,000 0 0
EDWARD LIFESCIENCES CORP COM 28176E108 19,271 244,000 SH   SOLE   244,000 0 0
EOG RES INC COM 26875P101 10,703 151,200 SH   SOLE   151,200 0 0
EXXON MOBIL CORP COM 30231G102 7,873 101,000 SH   SOLE   101,000 0 0
FACEBOOK INC CL A 30303M102 31,743 303,300 SH   SOLE   303,300 0 0
FEDEX CORP COM 31428X106 11,919 80,000 SH   SOLE   80,000 0 0
GARTNER INC COM 366651107 14,965 165,000 SH   SOLE   165,000 0 0
GENERAL ELECTRIC CO COM 369604103 7,678 246,500 SH   SOLE   246,500 0 0
GILEAD SCIENCES INC COM 375558103 23,871 235,900 SH   SOLE   235,900 0 0
HALLIBURTON CO COM 406216101 12,064 354,400 SH   SOLE   354,400 0 0
HANESBRANDS INC COM 410345102 17,893 608,000 SH   SOLE   608,000 0 0
HONEYWELL INTL INC COM 438516106 29,776 287,500 SH   SOLE   287,500 0 0
INTERCONTINENTAL EXCHANGE COM 45866F104 16,401 64,000 SH   SOLE   64,000 0 0
ISHARES TR U.S. REAL ES ETF 464287739 8,091 107,722 SH   SOLE   107,722 0 0
JOHNSON & JOHNSON COM 478160104 6,574 64,000 SH   SOLE   64,000 0 0
JPMORGAN CHASE & CO COM 46625H100 29,714 450,000 SH   SOLE   450,000 0 0
KROGER CO COM 501044101 21,250 508,000 SH   SOLE   508,000 0 0
LAM RESEARCH CORP COM 512807108 10,134 127,600 SH   SOLE   127,600 0 0
LAS VEGAS SANDS CORP COM 517834107 6,576 150,000 SH   SOLE   150,000 0 0
LOWES COS INC COM 548661107 30,796 405,000 SH   SOLE   405,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 16,163 186,000 SH   SOLE   186,000 0 0
MAGNA INTL INC COM 559222401 10,221 252,000 SH   SOLE   252,000 0 0
MARATHON PETE CORP COM 56585A102 8,605 166,000 SH   SOLE   166,000 0 0
MASTERCARD INC CL A 57636Q104 22,393 230,000 SH   SOLE   230,000 0 0
MERCK & CO INC NEW COM 58933Y105 25,354 480,000 SH   SOLE   480,000 0 0
MICROSOFT CORP COM 594918104 46,426 836,800 SH   SOLE   836,800 0 0
NASDAQ INC COM 631103108 12,099 208,000 SH   SOLE   208,000 0 0
NEXTERA ENERGY INC COM 65339F101 8,415 81,000 SH   SOLE   81,000 0 0
NOBLE ENERGY INC COM 655044105 5,763 175,000 SH   SOLE   175,000 0 0
NOVARTIS A G SPONSORED ADR 66987V109 15,229 177,000 SH   SOLE   177,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 10,295 122,200 SH   SOLE   122,200 0 0
ORACLE CORP COM 68389X105 8,073 221,000 SH   SOLE   221,000 0 0
PEPSICO INC COM 713448108 34,323 343,500 SH   SOLE   343,500 0 0
PHILIP MORRIS INTL INC COM 718172109 23,103 262,800 SH   SOLE   262,800 0 0
PINNACLE WEST CAP CORP COM 723484101 6,287 97,500 SH   SOLE   97,500 0 0
PPG INDS INC COM 693506107 8,400 85,000 SH   SOLE   85,000 0 0
PROCTER & GAMBLE CO COM 742718109 10,470 131,850 SH   SOLE   131,850 0 0
PRUDENTIAL FINL INC COM 744320102 20,027 246,000 SH   SOLE   246,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 9,456 90,000 SH   SOLE   90,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 17,402 89,500 SH   SOLE   89,500 0 0
SOUTHWEST AIRLS CO COM 844741108 8,823 204,900 SH   SOLE   204,900 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 13,387 131,500 SH   SOLE   131,500 0 0
UNION PAC CORP COM 907818108 21,740 278,000 SH   SOLE   278,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 17,980 389,000 SH   SOLE   389,000 0 0
VISA INC COM CL A 92826C839 24,971 322,000 SH   SOLE   322,000 0 0
WELLS FARGO & CO NEW COM 949746101 39,085 719,000 SH   SOLE   719,000 0 0