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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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
Alphabet Inc. Class A CL A 02079K305 25,202 958,600 SH   SOLE   958,600 0 0
American Airlines Group, Inc. COM 02376R102 20,818 424,400 SH   SOLE   424,400 0 0
Apache Corporation COM 037411105 18,280 284,700 SH   SOLE   284,700 0 0
Arch Coal Inc Class A CL A 039380407 54,703 963,346 SH   SOLE   963,346 0 0
Ball Corporation COM 058498106 52,727 604,500 SH   SOLE   604,500 0 0
Bank of America Corp COM 060505104 59,143 2,039,400 SH   SOLE   2,039,400 0 0
Citigroup Inc. COM NEW 172967424 48,657 415,600 SH   SOLE   415,600 0 0
Coca-Cola Company COM 191216100 38,652 326,290 SH   SOLE   326,290 0 0
Colgate-Palmolive Company COM 194162103 45,320 694,800 SH   SOLE   694,800 0 0
Crown Holdings, Inc. COM 228368106 26,257 170,785 SH   SOLE   170,785 0 0
Deere & Company COM 244199105 28,301 23,275 SH   SOLE   23,275 0 0
Facebook, Inc. Class A CL A 30303M102 46,899 632,336 SH   SOLE   632,336 0 0
FedEx Corporation COM 31428X106 29,289 659,800 SH   SOLE   659,800 0 0
Hess Corporation COM 42809H107 133,176 1,694,216 SH   SOLE   1,694,216 0 0
Home Depot, Inc. COM 437076102 47,584 228,800 SH   SOLE   228,800 0 0
JPMorgan Chase & Co. COM 46625H100 66,007 590,405 SH   SOLE   590,405 0 0
Kansas City Southern COM NEW 485170302 39,749 759,998 SH   SOLE   759,998 0 0
Lowe's Companies, Inc. COM 548661107 41,938 199,000 SH   SOLE   199,000 0 0
Mondelez International, Inc. Class A CL A 609207105 40,964 243,000 SH   SOLE   243,000 0 0
Norfolk Southern Corporation COM 655844108 35,441 177,800 SH   SOLE   177,800 0 0
Peabody Energy Corporation COM 704551100 23,102 466,800 SH   SOLE   466,800 0 0
S&P Global, Inc. COM 78409V104 38,497 801,578 SH   SOLE   801,578 0 0
Wells Fargo & Company COM 949746101 31,222 178,384 SH   SOLE   178,384 0 0
Weyerhaeuser Company COM 962166104 23,285 884,000 SH   SOLE   884,000 0 0