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 45,115 33,683 SH   SOLE   33,683 0 0
American Airlines Group, Inc. COM 02376R102 25,967 905,400 SH   SOLE   905,400 0 0
American Express Company COM 025816109 32,155 258,290 SH   SOLE   258,290 0 0
Apache Corporation COM 037411105 10,581 413,500 SH   SOLE   413,500 0 0
Arch Coal Inc Class A CL A 039380407 41,656 580,650 SH   SOLE   580,650 0 0
Bank of America Corp COM 060505104 67,953 1,929,400 SH   SOLE   1,929,400 0 0
Citigroup Inc. COM NEW 172967424 49,915 624,800 SH   SOLE   624,800 0 0
Coca-Cola Company COM 191216100 42,015 759,078 SH   SOLE   759,078 0 0
Colgate-Palmolive Company COM 194162103 43,530 632,336 SH   SOLE   632,336 0 0
Crown Holdings, Inc. COM 228368106 56,396 777,446 SH   SOLE   777,446 0 0
Deere & Company COM 244199105 29,590 170,785 SH   SOLE   170,785 0 0
Facebook, Inc. Class A CL A 30303M102 49,876 243,000 SH   SOLE   243,000 0 0
FedEx Corporation COM 31428X106 6,218 41,120 SH   SOLE   41,120 0 0
Hess Corporation COM 42809H107 139,964 2,094,952 SH   SOLE   2,094,952 0 0
Home Depot, Inc. COM 437076102 49,965 228,800 SH   SOLE   228,800 0 0
JPMorgan Chase & Co. COM 46625H100 76,726 550,405 SH   SOLE   550,405 0 0
Kansas City Southern COM NEW 485170302 49,975 326,290 SH   SOLE   326,290 0 0
Lowe's Companies, Inc. COM 548661107 49,772 415,600 SH   SOLE   415,600 0 0
Mondelez International, Inc. Class A CL A 609207105 41,861 759,998 SH   SOLE   759,998 0 0
Norfolk Southern Corporation COM 655844108 34,516 177,800 SH   SOLE   177,800 0 0
Peabody Energy Corporation COM 704551100 8,742 958,600 SH   SOLE   958,600 0 0
S&P Global, Inc. COM 78409V104 46,145 169,000 SH   SOLE   169,000 0 0
Wells Fargo & Company COM 949746101 41,281 767,300 SH   SOLE   767,300 0 0
Weyerhaeuser Company COM 962166104 26,697 884,000 SH   SOLE   884,000 0 0