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
3m Co COM 88579Y101 26,889 129,154 SH   SOLE   129,154 0 0
Agrium Inc COM 008916108 20,077 221,868 SH   SOLE   221,868 0 0
Apple Inc COM 037833100 605 4,200 SH   SOLE   4,200 0 0
Bank New York Mellon Corp COM 064058100 31,144 610,426 SH   SOLE   610,426 0 0
Best Buy Inc COM 086516101 22,435 391,327 SH   SOLE   391,327 0 0
Borgwarner Inc COM 099724106 19,168 452,511 SH   SOLE   452,511 0 0
Canadian Pac Ry Ltd COM 13645T100 20,900 129,967 SH   SOLE   129,967 0 0
Caterpillar Inc Del COM 149123101 20,780 193,372 SH   SOLE   193,372 0 0
Chevron Corp New COM 166764100 19,073 182,812 SH   SOLE   182,812 0 0
Cisco Sys Inc COM 17275R102 35,719 1,141,191 SH   SOLE   1,141,191 0 0
Citigroup Inc COM NEW 172967424 32,516 486,188 SH   SOLE   486,188 0 0
Corning Inc COM 219350105 50,332 1,674,957 SH   SOLE   1,674,957 0 0
Fedex Corp COM 31428X106 31,454 144,727 SH   SOLE   144,727 0 0
Honeywell Intl Inc COM 348516106 313 2,350 SH   SOLE   2,350 0 0
Ingersoll-Rand plc SHS G47791101 25,206 275,812 SH   SOLE   275,812 0 0
Las Vegas Sands Corp COM 517834107 27,028 423,040 SH   SOLE   423,040 0 0
NCR Corp New COM 62886E108 16,177 396,108 SH   SOLE   396,108 0 0
Popular Inc COM NEW 733174700 19,814 475,031 SH   SOLE   475,031 0 0
Rio Tinto plc SPONSORED ADR 767204100 28,877 682,506 SH   SOLE   682,506 0 0
Sony Corp SPONSORED ADR 835699307 46,253 1,211,121 SH   SOLE   1,211,121 0 0
Symantec Corp COM 871503108 32,099 1,136,256 SH   SOLE   1,136,256 0 0
Terex Corp New COM 880779103 30,072 801,915 SH   SOLE   801,915 0 0
Tractor Supply Co COM 892356106 21,061 388,508 SH   SOLE   388,508 0 0
Wabtec Corp COM 929740108 7,940 86,774 SH   SOLE   86,774 0 0
Williams Sonoma Inc COM 969904101 17,819 367,405 SH   SOLE   367,405 0 0
Xylem Inc COM 98419M100 14,219 256,527 SH   SOLE   256,527 0 0