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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
KEMPER CORP COM 488401100 174,703 2,191,192 SH   SOLE   0 0 2,191,192
TELEDYNE TECHNOLOGIE COM 879360106 217,328 525,773 SH   SOLE   0 0 525,773
CURTISS WRIGHT CORP COM 231561101 117,291 989,295 SH   SOLE   0 0 117,291