13F-HR 1 inftable.txt FORM 13F HOLDINGS REPORT - TABLE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AT&T Corp. COM 00206R102 280 6747 SH Sole 6747 Agco Corp. COM 001084102 11239 165331 SH Sole 165331 Bank of America COM 060505104 6813 165135 SH Sole 165135 Borders Group Inc. COM 099709107 6633 622779 SH Sole 622779 Boston Scientific Corp. COM 101137107 6535 561949 SH Sole 561949 CBS Corp. (Class B) COM 124857202 5085 186595 SH Sole 186595 Chemtura Corp. COM 163893100 169 21635 SH Sole 21635 Constellation Energy Group COM 210371100 8163 79618 SH Sole 79618 Cox Radio Inc COM 224051102 6800 559649 SH Sole 559649 Fleetwood Enterprises COM 339099103 9834 1644525 SH Sole 1644525 Flowserve Corp. COM 34354P105 14887 154751 SH Sole 154751 Interpublic Groups of Companie COM 460690100 185 22768 SH Sole 22768 Kinder Morgan Management LLC COM 49455U100 8497 160506 SH Sole 160506 LSI Corporation COM 502161102 4413 830996 SH Sole 830996 Liberty Capital (Series A) COM 53071M302 5029 43167 SH Sole 43167 Lifepoint Hospitals Inc COM 53219L109 5491 184629 SH Sole 184629 PPL Corp. COM 69351T106 287 5512 SH Sole 5512 Stanley Works COM 854616109 8188 168897 SH Sole 168897 Tupperware Brands COM 899896104 7730 234041 SH Sole 234041 Tyco Electronics Ltd COM G9144P105 8242 221990 SH Sole 221990 U-Store It Trust COM 91274F104 6991 763229 SH Sole 763229 Unum Group COM 91529Y106 6551 275371 SH Sole 275371