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
Estimated average burden
hours per response: 23.8
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
3M CO COM 88579Y101 2,026 9,750 SH   SOLE   9,750 0 0
ABBOTT LABS COM 002824100 1,551 19,400 SH   SOLE   19,400 0 0
ABBVIE INC COM 00287Y109 1,443 17,900 SH   SOLE   17,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,276 50,000 SH   SOLE   50,000 0 0
ADVANSIX INC COM 00773T101 16 564 SH   SOLE   564 0 0
AFLAC INC COM 001055102 1,030 20,600 SH   SOLE   20,600 0 0
ALLSTATE CORP COM 020002101 1,300 13,800 SH   SOLE   13,800 0 0
ALPHABET INC CAP STK CL C 02079K107 5,581 4,757 SH   SOLE   4,757 0 0
ALPHABET INC CAP STK CL A 02079K305 5,590 4,750 SH   SOLE   4,750 0 0
AMAZON COM INC COM 023135106 25,258 14,184 SH   SOLE   14,184 0 0
AMERICAN EXPRESS CO COM 025816109 1,202 11,000 SH   SOLE   11,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,899 44,100 SH   SOLE   44,100 0 0
AMGEN INC COM 031162100 10,259 54,000 SH   SOLE   54,000 0 0
ANALOG DEVICES INC COM 032654105 421 4,000 SH   SOLE   4,000 0 0
APACHE CORP COM 037411105 867 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100 12,157 64,000 SH   SOLE   64,000 0 0
AT&T INC COM 00206R102 4,147 132,242 SH   SOLE   132,242 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,597 10,000 SH   SOLE   10,000 0 0
BANK AMER CORP COM 060505104 15,301 554,582 SH   SOLE   554,582 0 0
BANK NEW YORK MELLON CORP COM 064058100 952 18,872 SH   SOLE   18,872 0 0
BAUSCH HEALTH COS INC COM 071734107 2,443 100,000 SH   SOLE   100,000 0 0
BAXTER INTL INC COM 071813109 2,358 29,000 SH   SOLE   29,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,324 26,500 SH   SOLE   26,500 0 0
BIOGEN INC COM 09062X103 355 1,500 SH   SOLE   1,500 0 0
BOEING CO COM 097023105 7,136 18,710 SH   SOLE   18,710 0 0
BRIGHTHOUSE FINL INC COM 10922N103 49 1,363 SH   SOLE   1,363 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,713 35,899 SH   SOLE   35,899 0 0
CATERPILLAR INC DEL COM 149123101 1,057 7,800 SH   SOLE   7,800 0 0
CHESAPEAKE ENERGY CORP COM 165167107 930 300,000 SH   SOLE   300,000 0 0
CHEVRON CORP NEW COM 166764100 2,735 22,200 SH   SOLE   22,200 0 0
CISCO SYS INC COM 17275R102 1,433 26,540 SH   SOLE   26,540 0 0
CITIGROUP INC COM NEW 172967424 3,825 61,471 SH   SOLE   61,471 0 0
COCA COLA CO COM 191216100 1,734 37,000 SH   SOLE   37,000 0 0
COLGATE PALMOLIVE CO COM 194162103 713 10,400 SH   SOLE   10,400 0 0
COMCAST CORP NEW CL A 20030N101 3,518 88,000 SH   SOLE   88,000 0 0
CONOCOPHILLIPS COM 20825C104 1,068 16,000 SH   SOLE   16,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,017 4,200 SH   SOLE   4,200 0 0
CVS HEALTH CORP COM 126650100 90 1,675 SH   SOLE   1,675 0 0
DEERE & CO COM 244199105 943 5,900 SH   SOLE   5,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202 408 6,946 SH   SOLE   6,946 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 365 45,000 SH   SOLE   45,000 0 0
DOWDUPONT INC COM 26078J100 1,572 29,486 SH   SOLE   29,486 0 0
EATON VANCE CORP COM NON VTG 278265103 403 10,000 SH   SOLE   10,000 0 0
LILLY ELI & CO COM 532457108 2,089 16,100 SH   SOLE   16,100 0 0
EMERSON ELEC CO COM 291011104 6,847 100,000 SH   SOLE   100,000 0 0
EOG RES INC COM 26875P101 571 6,000 SH   SOLE   6,000 0 0
EXXON MOBIL CORP COM 30231G102 2,387 29,539 SH   SOLE   29,539 0 0
FACEBOOK INC CL A 30303M102 4,584 27,500 SH   SOLE   27,500 0 0
FORD MTR CO DEL COM 345370860 2,854 325,000 SH   SOLE   325,000 0 0
GARRETT MOTION INC COM 366505105 21 1,410 SH   SOLE   1,410 0 0
GENERAL ELECTRIC CO COM 369604103 3,360 336,297 SH   SOLE   336,297 0 0
GILEAD SCIENCES INC COM 375558103 2,210 34,000 SH   SOLE   34,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,536 8,000 SH   SOLE   8,000 0 0
HALLIBURTON CO COM 406216101 234 8,000 SH   SOLE   8,000 0 0
HERSHEY CO COM 427866108 459 4,000 SH   SOLE   4,000 0 0
HONEYWELL INTL INC COM 438516106 2,241 14,100 SH   SOLE   14,100 0 0
HORMEL FOODS CORP COM 440452100 895 20,000 SH   SOLE   20,000 0 0
INTEL CORP COM 458140100 4,437 82,628 SH   SOLE   82,628 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,679 11,900 SH   SOLE   11,900 0 0
ITT INC COM 45073V108 290 5,000 SH   SOLE   5,000 0 0
JOHNSON & JOHNSON COM 478160104 4,040 28,900 SH   SOLE   28,900 0 0
JPMORGAN CHASE & CO COM 46625H100 8,483 83,800 SH   SOLE   83,800 0 0
KEYCORP NEW COM 493267108 473 30,000 SH   SOLE   30,000 0 0
LINCOLN NATL CORP IND COM 534187109 587 10,000 SH   SOLE   10,000 0 0
LOEWS CORP COM 540424108 321 6,700 SH   SOLE   6,700 0 0
LOWES COS INC COM 548661107 1,677 15,320 SH   SOLE   15,320 0 0
MARATHON OIL CORP COM 565849106 8,628 516,328 SH   SOLE   516,328 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,005 34,000 SH   SOLE   34,000 0 0
MERCK & CO INC COM 58933Y105 241 2,900 SH   SOLE   2,900 0 0
MERCURY GENL CORP NEW COM 589400100 150 3,000 SH   SOLE   3,000 0 0
METLIFE INC COM 59156R108 639 15,000 SH   SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103 3,918 94,800 SH   SOLE   94,800 0 0
MICROSOFT CORP COM 594918104 8,256 70,000 SH   SOLE   70,000 0 0
MORGAN STANLEY COM NEW 617446448 1,266 30,000 SH   SOLE   30,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 320 12,000 SH   SOLE   12,000 0 0
NIKE INC CL B 654106103 1,263 15,000 SH   SOLE   15,000 0 0
NUCOR CORP COM 670346105 175 3,000 SH   SOLE   3,000 0 0
NVIDIA CORP COM 67066G104 7,747 43,143 SH   SOLE   43,143 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 662 10,000 SH   SOLE   10,000 0 0
OGE ENERGY CORP COM 670837103 172 4,000 SH   SOLE   4,000 0 0
ORACLE CORP COM 68389X105 3,706 69,000 SH   SOLE   69,000 0 0
PARKER HANNIFIN CORP COM 701094104 429 2,500 SH   SOLE   2,500 0 0
PEPSICO INC COM 713448108 1,593 13,000 SH   SOLE   13,000 0 0
PFIZER INC COM 717081103 5,297 124,729 SH   SOLE   124,729 0 0
PHILIP MORRIS INTL INC COM 718172109 1,476 16,700 SH   SOLE   16,700 0 0
PINNACLE WEST CAP CORP COM 723484101 2,867 30,000 SH   SOLE   30,000 0 0
PITNEY BOWES INC COM 724479100 3,511 511,059 SH   SOLE   511,059 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,227 10,000 SH   SOLE   10,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 360 5,000 SH   SOLE   5,000 0 0
PRUDENTIAL FINL INC COM 744320102 1,240 13,500 SH   SOLE   13,500 0 0
PUBLIC STORAGE COM 74460D109 1,089 5,000 SH   SOLE   5,000 0 0
QUALCOMM INC COM 747525103 970 17,000 SH   SOLE   17,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 45 2,350 SH   SOLE   2,350 0 0
SHERWIN WILLIAMS CO COM 824348106 431 1,000 SH   SOLE   1,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,275 7,000 SH   SOLE   7,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 409 3,000 SH   SOLE   3,000 0 0
STARBUCKS CORP COM 855244109 1,561 21,000 SH   SOLE   21,000 0 0
SVB FINL GROUP COM 78486Q101 1,334 6,000 SH   SOLE   6,000 0 0
SYNCHRONY FINL COM 87165B103 4,213 132,073 SH   SOLE   132,073 0 0
TEXAS INSTRS INC COM 882508104 849 8,000 SH   SOLE   8,000 0 0
TJX COS INC NEW COM 872540109 1,383 26,000 SH   SOLE   26,000 0 0
TORCHMARK CORP COM 891027104 369 4,500 SH   SOLE   4,500 0 0
TRANSOCEAN LTD REG SHS H8817H100 2,178 250,000 SH   SOLE   250,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 960 7,000 SH   SOLE   7,000 0 0
UNION PAC CORP COM 907818108 3,846 23,000 SH   SOLE   23,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,319 11,800 SH   SOLE   11,800 0 0
UNITED STATES STL CORP NEW COM 912909108 4,633 237,700 SH   SOLE   237,700 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,289 10,000 SH   SOLE   10,000 0 0
UNITED HEALTH GROUP INC COM 91324P102 495 2,000 SH   SOLE   2,000 0 0
US BANCORP DEL COM NEW 902973304 578 12,000 SH   SOLE   12,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,813 30,663 SH   SOLE   30,663 0 0
VISA INC COM CL A 92826C839 4,654 29,800 SH   SOLE   29,800 0 0
WABTEC CORP COM 929740108 133 1,806 SH   SOLE   1,806 0 0
WALMART INC COM 931142103 3,550 36,400 SH   SOLE   36,400 0 0
DISNEY WALT CO COM DISNEY 254687106 7,772 70,000 SH   SOLE   70,000 0 0
WELLS FARGO CO NEW COM 949746101 4,255 88,052 SH   SOLE   88,052 0 0
W R BERKLEY CORPORATION COM 084423102 254 3,000 SH   SOLE   3,000 0 0
XILINX INC COM 983919101 634 5,000 SH   SOLE   5,000 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 48 8,516 SH   SOLE   8,516 0 0