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
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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
AT&T COMMON STK 00206R102 5,116 157,036 SH   SOLE   157,036 0 0
ALTRIA GROUP INC COMMON STK 02209S103 6,474 119,000 SH   SOLE   119,000 0 0
AMERICAN EXPRESS CO COMMON STK 025816109 7,339 99,000 SH   SOLE   99,000 0 0
APPLE INC COMMON STK 037833100 9,497 86,100 SH   SOLE   86,100 0 0
ARGO GROUP INTERNATIONAL HOLDINGS LTD COMMON STK G0464B107 7,231 12,778 SH   SOLE   12,778 0 0
AUTONATION INC COMMON STK 05329W102 1,367 23,500 SH   SOLE   23,500 0 0
BOEING CO COMMON STK 097023105 8,630 65,900 SH   SOLE   65,900 0 0
CVS CORP COMMON STK 126650100 5,306 55,000 SH   SOLE   55,000 0 0
CUMMINS COMMON STK 231021106 999 9,200 SH   SOLE   9,200 0 0
HOME DEPOT INC COMMON STK 437076102 4,423 38,300 SH   SOLE   38,300 0 0
IBM CORP COMMON STK 459200101 10,061 69,400 SH   SOLE   69,400 0 0
JOHNSON & JOHNSON COMMON STK 478160104 3,454 37,000 SH   SOLE   37,000 0 0
LOWES COS INC COMMON STK 548661107 3,860 56,000 SH   SOLE   56,000 0 0
MASTERCARD INC COMMON STK 57636Q104 1,262 14,000 SH   SOLE   14,000 0 0
PRECISION CASTPARTS CORP COMMON STK 740189105 1,700 7,400 SH   SOLE   7,400 0 0
ROYAL BANK OF CDA COMMON STK 780087102 3,536 64,000 SH   SOLE   64,000 0 0
SNAP-ON INC COMMON STK 833034101 1,208 8,000 SH   SOLE   8,000 0 0
TORCHMARK CORP COMMON STK 891027104 24,153 428,250 SH   SOLE   428,250 0 0
TRINITY INDUSTRIES INC COMMON STK 896522109 2,358 104,000 SH   SOLE   104,000 0 0
US BANCORP COMMON STK 902973304 902 22,000 SH   SOLE   22,000 0 0
UNION PACIFIC CORP COMMON STK 907818108 2,829 32,000 SH   SOLE   32,000 0 0
VISA INC COMMON STK 92826C839 2,020 29,000 SH   SOLE   29,000 0 0
WAL-MART STORES INC COMMON STK 931142103 5,810 89,600 SH   SOLE   89,600 0 0
WELLS FARGO & CO COMMON STK 949746101 7,292 142,000 SH   SOLE   142,000 0 0
WHIRLPOOL CORP COMMON STK 963320106 1,605 10,900 SH   SOLE   10,900 0 0