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
AES CORP COM 00130H105 740 47,579 SH   SOLE N/A 47,579 0 0
AFLAC INC COM 001055102 3,995 64,178 SH   SOLE N/A 64,178 0 0
AGRIUM INC COM 008916108 9,639 105,199 SH   SOLE N/A 105,199 0 0
ASHLAND INC NEW COM 044209104 1,842 16,944 SH   SOLE N/A 16,944 0 0
BANK OF AMERICA CORPORATION COM 060505104 2,342 152,380 SH   SOLE N/A 152,380 0 0
BB&T CORP COM 054937107 3,080 78,107 SH   SOLE N/A 78,107 0 0
BOSTON SCIENTIFIC CORP COM 101137107 8,040 629,592 SH   SOLE N/A 629,592 0 0
BUNGE LIMITED COM G16962105 9,733 128,669 SH   SOLE N/A 128,669 0 0
CA INC COM 12673P105 9,713 337,969 SH   SOLE N/A 337,969 0 0
CF INDS HLDGS INC COM 125269100 1,939 8,061 SH   SOLE N/A 8,061 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 10,029 209,910 SH   SOLE N/A 209,910 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 5,657 82,290 SH   SOLE N/A 82,290 0 0
DOMINION RES INC VA NEW COM 25746U109 6,677 93,352 SH   SOLE N/A 93,352 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 8,115 109,385 SH   SOLE N/A 109,385 0 0
EASTMAN CHEM CO COM 277432100 10,099 115,621 SH   SOLE N/A 115,621 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 10,087 145,497 SH   SOLE N/A 145,497 0 0
EXXON MOBIL CORP COM 30231G102 9,656 95,903 SH   SOLE N/A 95,903 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,305 78,647 SH   SOLE N/A 78,647 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,419 110,675 SH   SOLE N/A 110,675 0 0
GAMESTOP CORP NEW CL A 36467W109 9,600 237,213 SH   SOLE N/A 237,213 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 9,076 54,206 SH   SOLE N/A 54,206 0 0
HARRIS CORP DEL COM 413875105 4,017 53,026 SH   SOLE N/A 53,026 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,675 31,307 SH   SOLE N/A 31,307 0 0
INTL PAPER CO COM 460146103 9,584 189,900 SH   SOLE N/A 189,900 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 8,927 167,541 SH   SOLE N/A 167,541 0 0
JUNIPER NETWORKS INC COM 48203R104 9,288 378,472 SH   SOLE N/A 378,472 0 0
KOHLS CORP COM 500255104 9,557 181,409 SH   SOLE N/A 181,409 0 0
LINCOLN NATL CORP IND COM 534187109 6,523 126,803 SH   SOLE N/A 126,803 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 9,402 656,131 SH   SOLE N/A 656,131 0 0
MOHAWK INDS INC COM 608190104 6,429 46,474 SH   SOLE N/A 46,474 0 0
NETAPP INC COM 64110D104 9,770 267,531 SH   SOLE N/A 267,531 0 0
NEWELL RUBBERMAID INC COM 651229106 9,154 295,390 SH   SOLE N/A 295,390 0 0
NOBLE CORP PLC SHS USD G65431101 9,630 286,959 SH   SOLE N/A 286,959 0 0
NORTHROP GRUMMAN CORP COM 666807102 9,960 83,257 SH   SOLE N/A 83,257 0 0
PFIZER INC COM 717081103 9,961 335,620 SH   SOLE N/A 335,620 0 0
PINNACLE WEST CAP CORP COM 723484101 6,486 112,142 SH   SOLE N/A 112,142 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 9,257 183,386 SH   SOLE N/A 183,386 0 0
PULTE GROUP INC COM 745867101 8,282 410,826 SH   SOLE N/A 410,826 0 0
REGIONS FINL CORP NEW COM 7591EP100 9,600 903,961 SH   SOLE N/A 903,961 0 0
ROCK-TENN CO CL A 772739207 10,199 96,595 SH   SOLE N/A 96,595 0 0
ROCKWELL COLLINS INC COM 774341101 462 5,918 SH   SOLE N/A 5,918 0 0
SCANA CORP NEW COM 80589M102 4,878 90,645 SH   SOLE N/A 90,645 0 0
SM ENERGY CO COM 78454L100 6,541 77,779 SH   SOLE N/A 77,779 0 0
SOUTHERN CO COM 842587107 9,943 219,101 SH   SOLE N/A 219,101 0 0
STAPLES INC COM 855030102 7,435 685,923 SH   SOLE N/A 685,923 0 0
SUNTRUST BKS INC COM 867914103 4,047 101,013 SH   SOLE N/A 101,013 0 0
TARGET CORP COM 87612E106 10,030 173,074 SH   SOLE N/A 173,074 0 0
TERADATA CORP DEL COM 88076W103 8,796 218,818 SH   SOLE N/A 218,818 0 0
TEREX CORP NEW COM 880779103 8,884 216,158 SH   SOLE N/A 216,158 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,023 25,615 SH   SOLE N/A 25,615 0 0
TIME WARNER INC COM NEW 887317303 2,247 31,987 SH   SOLE N/A 31,987 0 0
TRANSOCEAN LTD REG SHS H8817H100 7,952 176,596 SH   SOLE N/A 176,596 0 0
UNITED CONTL HLDGS INC COM 910047109 9,244 225,087 SH   SOLE N/A 225,087 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 341 3,852 SH   SOLE N/A 3,852 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 6,555 86,569 SH   SOLE N/A 86,569 0 0
XCEL ENERGY INC COM 98389B100 9,356 290,274 SH   SOLE N/A 290,274 0 0