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

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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
ASBURY AUTOMOTIVE GROUP INC COM 043436104 26,324 472,855 SH   SOLE   560,955 0 0
CARDINAL HEALTH INC COM 14149Y108 93,279 1,200,500 SH   SOLE   1,407,100 0 0
CONSOL ENERGY INC COM 20854P109 32,073 1,670,488 SH   SOLE   4,140,200 0 0
FOOT LOCKER INC COM 344849104 192,257 2,839,000 SH   SOLE   3,326,400 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 23,592 369,310 SH   SOLE   438,210 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 257,069 6,003,471 SH   SOLE   6,928,871 0 0
HENRY JACK & ASSOC INC COM 426281101 48,346 565,122 SH   SOLE   662,322 0 0
KROGER CO COM 501044101 147,266 4,961,800 SH   SOLE   7,846,900 0 0
LINCOLN NATL CORP IND COM 534187109 161,290 3,433,154 SH   SOLE   3,998,754 0 0
MAGNA INTL INC COM 559222401 94,503 2,200,300 SH   SOLE   3,564,200 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 45,444 619,800 SH   SOLE   619,800 0 0
MOSAIC CO NEW COM 61945C103 76,902 3,144,000 SH   SOLE   2,733,750 0 0
PHILLIPS 66 COM 718546104 187,955 2,333,400 SH   SOLE   1,939,100 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 95,849 1,646,600 SH   SOLE   3,970,592 0 0
ROSS STORES INC COM 778296103 217,996 3,390,292 SH   SOLE   2,015,458 0 0
SCHLUMBERGER LTD COM 806857108 135,313 1,720,658 SH   SOLE   931,400 0 0
SNAP ON INC COM 833034101 120,823 795,100 SH   SOLE   2,281,900 0 0
SYNOVUS FINL CORP COM NEW 87161C501 63,342 1,947,200 SH   SOLE   1,081,200 0 0
TEXAS ROADHOUSE INC COM 882681109 45,852 1,174,800 SH   SOLE   459,800 0 0