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

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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
Alphabet Inc. Class A CL A 02079K305 21,605 1,239,800 SH   SOLE   1,239,800 0 0
American Airlines Group, Inc. COM 02376R102 13,627 1,239,800 SH   SOLE   1,239,800 0 0
Anadarko Petroleum Corporation COM 032511107 20,465 1,239,800 SH   SOLE   1,239,800 0 0
Apache Corporation COM 037411105 14,312 1,239,800 SH   SOLE   1,239,800 0 0
Arch Coal Inc Class A CL A 039380407 50,167 1,239,800 SH   SOLE   1,239,800 0 0
Ball Corporation COM 058498106 44,295 1,239,800 SH   SOLE   1,239,800 0 0
Bank of America Corp COM 060505104 50,251 1,239,800 SH   SOLE   1,239,800 0 0
Citigroup Inc. COM NEW 172967424 36,171 1,239,800 SH   SOLE   1,239,800 0 0
Coca-Cola Company COM 191216100 37,955 1,239,800 SH   SOLE   1,239,800 0 0
Colgate-Palmolive Company COM 194162103 37,637 1,239,800 SH   SOLE   1,239,800 0 0
Deere & Company COM 244199105 25,476 1,239,800 SH   SOLE   1,239,800 0 0
Facebook, Inc. Class A CL A 30303M102 31,855 1,239,800 SH   SOLE   1,239,800 0 0
FedEx Corporation COM 31428X106 28,779 1,239,800 SH   SOLE   1,239,800 0 0
Halliburton Company COM 406216101 7,567 1,239,800 SH   SOLE   1,239,800 0 0
Hess Corporation COM 42809H107 55,274 1,239,800 SH   SOLE   1,239,800 0 0
Home Depot, Inc. COM 437076102 39,312 1,239,800 SH   SOLE   1,239,800 0 0
JPMorgan Chase & Co. COM 46625H100 57,635 1,239,800 SH   SOLE   1,239,800 0 0
Kansas City Southern COM NEW 485170302 31,144 1,239,800 SH   SOLE   1,239,800 0 0
Lowe's Companies, Inc. COM 548661107 38,385 1,239,800 SH   SOLE   1,239,800 0 0
Mondelez International, Inc. Class A CL A 609207105 30,423 1,239,800 SH   SOLE   1,239,800 0 0
Norfolk Southern Corporation COM 655844108 26,588 1,239,800 SH   SOLE   1,239,800 0 0
Peabody Energy Corporation COM 704551100 29,218 1,239,800 SH   SOLE   1,239,800 0 0
S&P Global, Inc. COM 78409V104 33,818 1,239,800 SH   SOLE   1,239,800 0 0
Wells Fargo & Company COM 949746101 30,404 1,239,800 SH   SOLE   1,239,800 0 0
Weyerhaeuser Company COM 962166104 19,324 1,239,800 SH   SOLE   1,239,800 0 0