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
ALLSTATE CORP COM 020002101 8,596 147,605 SH   SOLE   0 0 147,605
APPLE INC COM 037833100 10,031 90,943 SH   SOLE   0 0 90,943
BED BATH & BEYOND INC COM 075896100 4,691 82,283 SH   SOLE   0 0 82,283
CISCO SYS INC COM 17275R102 8,002 304,853 SH   SOLE   0 0 304,853
CORNING INC COM 219350105 4,558 266,294 SH   SOLE   0 0 266,294
GENERAL MTRS CO COM 37045V100 7,484 249,331 SH   SOLE   0 0 249,331
GILEAD SCIENCES INC COM 375558103 9,413 95,871 SH   SOLE   0 0 95,871
INTEL CORP COM 458140100 4,074 135,190 SH   SOLE   0 0 135,190
JABIL CIRCUIT INC COM 466313103 8,351 373,349 SH   SOLE   0 0 373,349
JPMORGAN CHASE & CO COM 46625H100 9,045 148,360 SH   SOLE   0 0 148,360
MICHAEL KORS HOLDING LTD SHS G60754101 6,174 146,165 SH   SOLE   0 0 146,165
PARKER DRILLING CORP COM 701081101 5,242 1,993,170 SH   SOLE   0 0 1,993,170
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 3,413 190,815 SH   SOLE   0 0 190,815
PRECISION DRILLING CORP COM 74022D308 2,743 737,475 SH   SOLE   0 0 737,475
PULTE GROUP INC COM 745867101 7,742 410,310 SH   SOLE   0 0 410,310
TEREX CORP COM 880779103 4,688 261,344 SH   SOLE   0 0 261,344
VALERO ENERGY CORP COM 91913Y100 12,358 205,628 SH   SOLE   0 0 205,628
VISHAY INTERTECHNOLOGY INC COM 928298108 4,302 444,027 SH   SOLE   0 0 444,027
WELLS FARGO & CO COM 949746101 8,471 164,974 SH   SOLE   0 0 164,974