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
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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
Anadarko Petroleum Corporation COM 032511107 28,199 466,800 SH   SOLE   466,800 0 0
Apache Corporation COM 037411105 20,979 545,200 SH   SOLE   545,200 0 0
Arch Coal Inc Class A CL A 039380407 55,541 604,500 SH   SOLE   604,500 0 0
Ball Corporation COM 058498106 33,886 853,346 SH   SOLE   853,346 0 0
Bank of America Corporation COM 060505104 61,162 2,039,400 SH   SOLE   2,039,400 0 0
Citigroup Inc. COM NEW 172967424 46,899 694,800 SH   SOLE   694,800 0 0
Coca-Cola Company COM 191216100 23,348 537,600 SH   SOLE   537,600 0 0
Colgate-Palmolive Company COM 194162103 36,198 505,000 SH   SOLE   505,000 0 0
Deere & Company COM 244199105 26,526 170,785 SH   SOLE   170,785 0 0
Facebook, Inc. Class A CL A 30303M102 38,829 243,000 SH   SOLE   243,000 0 0
FedEx Corporation COM 31428X106 42,832 178,384 SH   SOLE   178,384 0 0
General Electric Company COM 369604103 18,676 1,385,440 SH   SOLE   1,385,440 0 0
Goldman Sachs Group, Inc. COM 38141G104 14,017 55,652 SH   SOLE   55,652 0 0
Halliburton Company COM 406216101 13,364 284,700 SH   SOLE   284,700 0 0
Hess Corporation COM 42809H107 56,634 1,118,800 SH   SOLE   1,118,800 0 0
Home Depot, Inc. COM 437076102 40,781 228,800 SH   SOLE   228,800 0 0
JPMorgan Chase & Co. COM 46625H100 68,732 625,005 SH   SOLE   625,005 0 0
Kansas City Southern COM NEW 485170302 32,911 299,600 SH   SOLE   299,600 0 0
Lowe's Companies, Inc. COM 548661107 42,611 485,600 SH   SOLE   485,600 0 0
Mondelez International, Inc. Class A CL A 609207105 19,989 478,998 SH   SOLE   478,998 0 0
Norfolk Southern Corporation COM 655844108 24,142 177,800 SH   SOLE   177,800 0 0
Peabody Energy Corporation COM 704551100 52,290 1,432,600 SH   SOLE   1,432,600 0 0
S&P Global, Inc. COM 78409V104 52,350 274,000 SH   SOLE   274,000 0 0
Schlumberger NV COM 806857108 12,593 194,400 SH   SOLE   194,400 0 0
Wells Fargo & Company COM 949746101 17,984 343,150 SH   SOLE   343,150 0 0
Weyerhaeuser Company COM 962166104 11,480 328,000 SH   SOLE   328,000 0 0