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 27,392 23,275 SH   SOLE   23,275 0 0
American Airlines Group, Inc. COM 02376R102 13,479 424,400 SH   SOLE   424,400 0 0
Anadarko Petroleum Corporation COM 032511107 21,230 466,800 SH   SOLE   466,800 0 0
Arch Coal Inc Class A CL A 039380407 55,173 604,500 SH   SOLE   604,500 0 0
Ball Corporation COM 058498106 55,739 963,346 SH   SOLE   963,346 0 0
Bank of America Corp COM 060505104 56,267 2,039,400 SH   SOLE   2,039,400 0 0
Citigroup Inc. COM NEW 172967424 43,230 694,800 SH   SOLE   694,800 0 0
Coca-Cola Company COM 191216100 37,562 801,578 SH   SOLE   801,578 0 0
Colgate-Palmolive Company COM 194162103 43,340 632,336 SH   SOLE   632,336 0 0
Crown Holdings, Inc. COM 228368106 5,962 109,246 SH   SOLE   109,246 0 0
Deere & Company COM 244199105 27,298 170,785 SH   SOLE   170,785 0 0
Facebook, Inc. Class A CL A 30303M102 40,506 243,000 SH   SOLE   243,000 0 0
FedEx Corporation COM 31428X106 32,361 178,384 SH   SOLE   178,384 0 0
Halliburton Company COM 406216101 8,342 284,700 SH   SOLE   284,700 0 0
Hess Corporation COM 42809H107 102,043 1,694,216 SH   SOLE   1,694,216 0 0
Home Depot, Inc. COM 437076102 43,904 228,800 SH   SOLE   228,800 0 0
JPMorgan Chase & Co. COM 46625H100 59,767 590,405 SH   SOLE   590,405 0 0
Kansas City Southern COM NEW 485170302 37,843 326,290 SH   SOLE   326,290 0 0
Lowe's Companies, Inc. COM 548661107 45,496 415,600 SH   SOLE   415,600 0 0
Mondelez International, Inc. Class A CL A 609207105 37,939 759,998 SH   SOLE   759,998 0 0
Norfolk Southern Corporation COM 655844108 33,229 177,800 SH   SOLE   177,800 0 0
Peabody Energy Corporation COM 704551100 27,157 958,600 SH   SOLE   958,600 0 0
S&P Global, Inc. COM 78409V104 41,899 199,000 SH   SOLE   199,000 0 0
Wells Fargo & Company COM 949746101 31,882 659,800 SH   SOLE   659,800 0 0
Weyerhaeuser Company COM 962166104 23,285 884,000 SH   SOLE   884,000 0 0