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
American Airlines Group, Inc. COM 02376R102 13,639 330,000 SH   SOLE   330,000 0 0
Anadarko Petroleum Corporation COM 032511107 31,467 466,800 SH   SOLE   466,800 0 0
Apache Corporation COM 037411105 25,990 545,200 SH   SOLE   545,200 0 0
Arch Coal Inc Class A CL A 039380407 54,042 604,500 SH   SOLE   604,500 0 0
Ball Corporation COM 058498106 37,539 853,346 SH   SOLE   853,346 0 0
Bank of America Corp COM 060505104 60,081 2,039,400 SH   SOLE   2,039,400 0 0
Citigroup Inc. COM NEW 172967424 49,845 694,800 SH   SOLE   694,800 0 0
Coca-Cola Company COM 191216100 37,025 801,578 SH   SOLE   801,578 0 0
Colgate-Palmolive Company COM 194162103 42,335 632,336 SH   SOLE   632,336 0 0
Deere & Company COM 244199105 25,674 170,785 SH   SOLE   170,785 0 0
Facebook, Inc. Class A CL A 30303M102 39,964 243,000 SH   SOLE   243,000 0 0
FedEx Corporation COM 31428X106 42,953 178,384 SH   SOLE   178,384 0 0
Goldman Sachs Group, Inc. COM 38141G104 12,479 55,652 SH   SOLE   55,652 0 0
Halliburton Company COM 406216101 11,539 284,700 SH   SOLE   284,700 0 0
Hess Corporation COM 42809H107 88,745 1,239,800 SH   SOLE   1,239,800 0 0
Home Depot, Inc. COM 437076102 47,396 228,800 SH   SOLE   228,800 0 0
JPMorgan Chase & Co. COM 46625H100 66,621 590,405 SH   SOLE   590,405 0 0
Kansas City Southern COM NEW 485170302 33,939 299,600 SH   SOLE   299,600 0 0
Lowe's Companies, Inc. COM 548661107 55,757 485,600 SH   SOLE   485,600 0 0
Mondelez International, Inc. Class A CL A 609207105 32,650 759,998 SH   SOLE   759,998 0 0
Norfolk Southern Corporation COM 655844108 32,093 177,800 SH   SOLE   177,800 0 0
Peabody Energy Corporation COM 704551100 29,674 832,600 SH   SOLE   832,600 0 0
S&P Global, Inc. COM 78409V104 38,883 199,000 SH   SOLE   199,000 0 0
Wells Fargo & Company COM 949746101 34,679 659,800 SH   SOLE   659,800 0 0
Weyerhaeuser Company COM 962166104 28,527 884,000 SH   SOLE   884,000 0 0