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
SIGNET JEWELERS LIMITED SHS G81276100 9,396 142,514 SH   SOLE   142,514 0 0
LYONDELLBASELL INDUSTRIES N SHS N53745100 5,538 54,025 SH   SOLE   54,025 0 0
NIELSEN HLDGS PLC SHS G6518L908 4,642 167,841 SH   SOLE   167,841 0 0
BED BATH & BEYOND INC COM 075896100 4,844 322,920 SH   SOLE   322,920 0 0
CA INC COM 12673P105 7,124 161,365 SH   SOLE   161,365 0 0
CAMPBELL SOUP CO COM 134429109 4,833 131,929 SH   SOLE   131,929 0 0
CHEVRON CORP NEW COM 166764100 5,722 46,792 SH   SOLE   46,792 0 0
CISCO SYS INC COM 17275R102 6,346 130,435 SH   SOLE   130,435 0 0
COCA COLA CO COM 191216100 5,839 126,407 SH   SOLE   126,407 0 0
CVS HEALTH CORP COM 126650100 6,726 85,444 SH   SOLE   85,444 0 0
EXXON MOBIL CORP COM 30231G102 6,114 71,910 SH   SOLE   71,910 0 0
GAMESTOP CORP CLA 36467W109 6,245 408,970 SH   SOLE   408,970 0 0
GAP INC DEL COM 364760108 5,402 187,261 SH   SOLE   187,261 0 0
GENERAL ELECTRIC CO COM 369604103 4,783 423,694 SH   SOLE   423,694 0 0
GENERAL MLS INC COM 370334104 5,358 124,841 SH   SOLE   124,841 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,409 35,773 SH   SOLE   35,773 0 0
INTERPUBLIC GROUP COS INC COM 460690100 5,409 236,509 SH   SOLE   236,509 0 0
KELLOGG CO COM 487836108 6,196 88,484 SH   SOLE   88,484 0 0
KIMBERLY CLARK CORP COM 494368103 6,009 52,878 SH   SOLE   52,878 0 0
KRAFT HEINZ CO COM 500754106 5,087 92,299 SH   SOLE   92,299 0 0
L BRANDS INC COM 501797104 4,703 155,203 SH   SOLE   155,203 0 0
MACYS INC COM 55616P104 6,825 196,514 SH   SOLE   196,514 0 0
MERCK & CO INC COM 58933Y105 6,831 96,298 SH   SOLE   96,298 0 0
PFIZER INC COM 717081103 6,814 154,609 SH   SOLE   154,609 0 0
PHILIP MORRIS INTL INC COM 718172109 4,473 54,860 SH   SOLE   54,860 0 0
PITNEY BOWES INC COM 724479100 3,706 523,435 SH   SOLE   523,435 0 0
PROCTER AND GAMBLE CO COM 742718109 5,980 71,846 SH   SOLE   71,846 0 0
TUPPERWARE BRANDS CORP COM 899896104 4,450 133,047 SH   SOLE   133,047 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 6,231 116,715 SH   SOLE   116,715 0 0
WILLIAMS SONOMA INC COM 969904101 7,666 116,642 SH   SOLE   116,642 0 0