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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Mondelez International, Inc.COM609207105554,64116,053,284SH SOLE 16,053,28400
Clean Harbors, Inc.COM184496107163,0062,975,100SH SOLE 2,975,10000
B/E Aerospace, Inc.COM073302101316,7923,650,100SH SOLE 3,650,10000
W. R. Grace & Co.COM38388F10890,220909,752SH SOLE 909,75200
Guaranty BancorpCOM40075T60750,1373,518,400SH SOLE 3,518,40000
First American Financial CorporationCOM31847R10270,8102,667,035SH SOLE 2,667,03500
Ingersoll-Rand Public Limited CompanyCOMG47791101455,7437,961,964SH SOLE 7,961,96400
Hewlett-Packard CompanyCOM428236103899,48727,796,270SH SOLE 27,796,27000
PMC-Sierra, Inc.COM69344F106173,56522,807,519SH SOLE 22,807,51900
The Timken CompanyCOM887389104485,3198,256,535SH SOLE 8,256,53500
Hologic, Inc.COM436440101477,30422,200,200SH SOLE 22,200,20000
Esterline Technologies CorporationCOM297425100263,1292,469,765SH SOLE 2,469,76500
Hess CorporationCOM42809H107262,3563,165,495SH SOLE 3,165,49500
Bunge LimitedCOMG16962105454,6435,718,061SH SOLE 5,718,06100
SPDR S&P MidCap 400 ETF TrustCOM78467Y107171,784685,573SH SOLE 685,57300
SPDR S&P 500 ETF TrustCOM78462F103197,5151,056,002SH SOLE 1,056,00200
SPX CorporationCOM784635104616,0056,265,940SH SOLE 6,265,94000