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    <nameOfIssuer>3M CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <cusip>002824100</cusip>
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    <cusip>00287Y109</cusip>
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    <nameOfIssuer>AECOM TECHNOLOGY CORP DELAWA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00766T100</cusip>
    <value>24741</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>00817Y108</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>020002101</cusip>
    <value>29321</value>
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    <titleOfClass>COM NEW</titleOfClass>
    <cusip>026874784</cusip>
    <value>44043</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>04247X102</cusip>
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      <Sole>33400</Sole>
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    <nameOfIssuer>AVON PRODS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>054303102</cusip>
    <value>43145</value>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>BANK AMER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>060505104</cusip>
    <value>32435</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>071813109</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>110122108</cusip>
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      <Sole>30730</Sole>
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    <nameOfIssuer>CHECK POINT SOFTWARE TECH LT</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>M22465104</cusip>
    <value>1869</value>
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      <Sole>27000</Sole>
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    <titleOfClass>COM</titleOfClass>
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    <value>302</value>
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      <Sole>2528</Sole>
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    <value>3594</value>
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    <nameOfIssuer>CITIGROUP INC</nameOfIssuer>
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    <nameOfIssuer>CLEAN HARBORS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>184496107</cusip>
    <value>3100</value>
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      <Sole>57500</Sole>
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    <nameOfIssuer>COBALT INTL ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>19075F106</cusip>
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    <nameOfIssuer>COLFAX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194014106</cusip>
    <value>1082</value>
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      <sshPrnamt>19000</sshPrnamt>
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    <nameOfIssuer>CORE MARK HOLDING CO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>218681104</cusip>
    <value>2069</value>
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      <sshPrnamt>39000</sshPrnamt>
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      <Sole>39000</Sole>
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    <nameOfIssuer>DEVRY ED GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>251893103</cusip>
    <value>2868</value>
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    <nameOfIssuer>DUN &amp; BRADSTREET CORP DEL NE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26483E100</cusip>
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    <nameOfIssuer>ELECTRONIC ARTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>285512109</cusip>
    <value>21337</value>
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    <nameOfIssuer>EMERSON ELEC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>291011104</cusip>
    <value>1399</value>
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      <Sole>22355</Sole>
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    <nameOfIssuer>EQT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26884L109</cusip>
    <value>1446</value>
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      <Sole>15800</Sole>
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    <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
    <value>519</value>
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      <Sole>5520</Sole>
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    </votingAuthority>
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    <nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369604103</cusip>
    <value>26383</value>
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    <nameOfIssuer>GLAXOSMITHKLINE PLC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>37733W105</cusip>
    <value>628</value>
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      <Sole>13656</Sole>
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    <nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>406216101</cusip>
    <value>45929</value>
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      <Sole>711967</Sole>
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    </votingAuthority>
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    <nameOfIssuer>HEWLETT PACKARD CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>428236103</cusip>
    <value>50841</value>
    <shrsOrPrnAmt>
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      <Sole>1433350</Sole>
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      <None>0</None>
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    <nameOfIssuer>HOWARD HUGHES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>44267D107</cusip>
    <value>1734</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11563</sshPrnamt>
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      <Sole>11563</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>444859102</cusip>
    <value>4358</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>33450</Sole>
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      <None>0</None>
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    <nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>459200101</cusip>
    <value>1150</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6060</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6060</Sole>
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    <nameOfIssuer>INTERSIL CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>46069S109</cusip>
    <value>24329</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1712091</sshPrnamt>
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      <Sole>1712091</Sole>
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      <None>0</None>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>RUS 1000 ETF</titleOfClass>
    <cusip>464287622</cusip>
    <value>378</value>
    <shrsOrPrnAmt>
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      <Sole>3456</Sole>
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    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>2127</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19959</sshPrnamt>
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      <Sole>19959</Sole>
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    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46625H100</cusip>
    <value>30409</value>
    <shrsOrPrnAmt>
      <sshPrnamt>504792</sshPrnamt>
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      <Sole>504792</Sole>
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      <None>0</None>
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    <nameOfIssuer>LILLY ELI &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>532457108</cusip>
    <value>48696</value>
    <shrsOrPrnAmt>
      <sshPrnamt>750904</sshPrnamt>
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    <cusip>534187109</cusip>
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    <titleOfClass>COM</titleOfClass>
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      <sshPrnamt>8837</sshPrnamt>
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    <value>760</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>717081103</cusip>
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    <nameOfIssuer>PROCTER &amp; GAMBLE CO</nameOfIssuer>
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      <Sole>32784</Sole>
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    <nameOfIssuer>PROGRESSIVE CORP OHIO</nameOfIssuer>
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    <value>4841</value>
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    <nameOfIssuer>QUEST DIAGNOSTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74834L100</cusip>
    <value>36565</value>
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    <nameOfIssuer>RELIANCE STEEL &amp; ALUMINUM CO</nameOfIssuer>
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    <cusip>759509102</cusip>
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    <value>28033</value>
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    <nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
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    <nameOfIssuer>VANGUARD INTL EQUITY INDEX F</nameOfIssuer>
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