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 1,028 11,620 SH   SOLE   0 0 11,620
ACCENTURE PLC SHS CLASS A G1151C101 3,979 18,900 SH   SOLE   0 0 18,900
AGILENT TECHN INC COM 00846U101 5,350 62,724 SH   SOLE   0 0 62,724
ALLISON TRANSMISSION COM 01973R101 584 12,100 SH   SOLE   0 0 12,100
AMERN INTL GROUP INC COM 026874784 2,906 56,619 SH   SOLE   0 0 56,619
AMGEN INC COM 031162100 4,557 18,907 SH   SOLE   0 0 18,907
AON PLC COM G0408V102 7,681 36,877 SH   SOLE   0 0 36,877
APPLE INC COM 037833100 11,325 38,569 SH   SOLE   0 0 38,569
ARMSTONG WORLD INDS COM 04247X102 3,705 39,430 SH   SOLE   0 0 39,430
AXALTA COATING SYS COM G0750C108 387 12,740 SH   SOLE   0 0 12,740
BALL CORP COM 058498106 6,694 103,524 SH   SOLE   0 0 103,524
BANK OF AMERICA CORP COM 060505104 3,654 103,775 SH   SOLE   0 0 103,775
CHEVRON CORP COM 166764100 1,889 15,682 SH   SOLE   0 0 15,682
COMERICA INC COM 200340107 1,879 26,200 SH   SOLE   0 0 26,200
CONSTELLATION BRANDS CL A 21036P108 3,908 20,600 SH   SOLE   0 0 20,600
CORTEVA INC COM 22052L104 3,167 107,142 SH   SOLE   0 0 107,142
CVS HEALTH CORP COM 126650100 3,551 47,800 SH   SOLE   0 0 47,800
DEERE & CO COM 244199105 4,270 24,650 SH   SOLE   0 0 24,650
DIAGEO P L C SPON ADR NEW 25243Q205 4,607 27,356 SH   SOLE   0 0 27,356
DOW INC COM 260557103 540 9,871 SH   SOLE   0 0 9,871
DUPONT DE NEMOURS COM 26614N102 1,287 20,048 SH   SOLE   0 0 20,048
EASTMAN CHEM CO COM 277432100 2,812 35,485 SH   SOLE   0 0 35,485
EBAY INC COM 278642103 3,971 109,989 SH   SOLE   0 0 109,989
FEDEX CORP COM 31428X106 2,328 15,400 SH   SOLE   0 0 15,400
FOX CORPORATION CL A COM 35137L105 2,394 64,600 SH   SOLE   0 0 64,600
GALLAGHER ARTHR J&CO COM 363576109 5,984 62,841 SH   SOLE   0 0 62,841
GRAPHIC PACKGNG HLD COM 388689101 3,534 212,291 SH   SOLE   0 0 212,291
HD SUPPLY INC COM 40416M105 3,725 92,623 SH   SOLE   0 0 92,623
HUNTSMAN CORP COM 447011107 111 4,600 SH   SOLE   0 0 4,600
INTERNATIONAL PAPER COM 460146103 2,794 60,678 SH   SOLE   0 0 60,678
JPMORGAN CHASE & CO COM 46625H100 8,274 59,361 SH   SOLE   0 0 59,361
LAZARD LTD SHS A G54050102 3,278 82,041 SH   SOLE   0 0 82,041
LOWES CO COM 548661107 5,857 48,907 SH   SOLE   0 0 48,907
LYONDELLBASELL INDUS SHS -A- N53745100 4,170 44,140 SH   SOLE   0 0 44,140
MGM RESORTS INTL COM 552953101 2,638 79,300 SH   SOLE   0 0 79,300
MICROSOFT CORP COM 594918104 7,770 49,274 SH   SOLE   0 0 49,274
MORGAN STANLEY COM 617446448 2,767 54,139 SH   SOLE   0 0 54,139
OCCIDENTAL PETE CORP COM 674599105 338 8,219 SH   SOLE   0 0 8,219
PACKAGING CORP AMER COM 695156109 2,788 24,900 SH   SOLE   0 0 24,900
PAYPAL HLDGS INC COM 70450Y103 6,129 56,663 SH   SOLE   0 0 56,663
PEOPLES UNITED FINL COM 712704105 1,170 69,284 SH   SOLE   0 0 69,284
PFIZER INC COM 717081103 3,124 79,753 SH   SOLE   0 0 79,753
SCHLUMBERGER LTD COM 806857108 1,949 48,500 SH   SOLE   0 0 48,500
SEALED AIR CORP COM 81211K100 1,613 40,511 SH   SOLE   0 0 40,511
SERVICEMASTER GBL COM 81761R109 189 4,900 SH   SOLE   0 0 4,900
TEXTRON INC COM 883203101 1,271 28,500 SH   SOLE   0 0 28,500
T-MOBILE US INC COM 872590104 2,426 30,941 SH   SOLE   0 0 30,941
TRAVELERS CO(THE) COM 89417E109 3,956 28,890 SH   SOLE   0 0 28,800
UNITED TECHNOLOGIES COM 913017109 3,189 21,300 SH   SOLE   0 0 21,300
UNIVAR SOLUTIONS INC COM 91336L107 1,638 67,600 SH   SOLE   0 0 67,600
US BANCORP DEL COM 902973304 2,477 41,780 SH   SOLE   0 0 41,780
WALMART INC COM 931142103 4,005 33,704 SH   SOLE   0 0 33,704
WYNDHAM DESTINATIONS COM 98310W108 304 5,900 SH   SOLE   0 0 5,900
WYNDHAM HOTELS & RES COM 98311A105 2,868 45,668 SH   SOLE   0 0 45,668