The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMEC PLC | SPONSORED ADR | 00167X205 | 18,574 | 1,435,400 | SH | SOLE | 1,435,400 | 0 | 0 | ||
| AON PLC | SHS CL A | G0408V102 | 110,951 | 1,170,000 | SH | SOLE | 1,170,000 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 136,721 | 3,370,000 | SH | SOLE | 3,370,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 216,363 | 3,249,674 | SH | SOLE | 3,249,674 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 256,510 | 1,863,900 | SH | SOLE | 1,863,900 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 425,829 | 4,920,030 | SH | SOLE | 4,920,030 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 96,405 | 647,666 | SH | SOLE | 647,666 | 0 | 0 | ||
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 60,826 | 625,657 | SH | SOLE | 625,657 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 156,675 | 1,190,808 | SH | SOLE | 1,190,808 | 0 | 0 | ||