ABBOTT LABS COM 002824100 12614 257000 SH SOLE 257000 0 0 ALASKA AIR GROUP INC COM 011659109 12693 197000 SH SOLE 197000 0 0 ALTRIA GROUP INC COM 02209S103 2984 61000 SH SOLE 61000 0 0 APPLE INC COM 037833100 12041 96000 SH SOLE 96000 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 12151 252000 SH SOLE 252000 0 0 AT&T INC COM 00206R102 3445 97000 SH SOLE 97000 0 0 BB&T CORP COM 054937107 12940 321000 SH SOLE 321000 0 0 BECTON DICKINSON & CO COM 075887109 12749 90000 SH SOLE 90000 0 0 BIOGEN IDEC INC COM 09062X103 11028 27300 SH SOLE 27300 0 0 BLACKROCK INC COM 09247X101 12870 37200 SH SOLE 37200 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 14958 366000 SH SOLE 366000 0 0 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 3105 42000 SH SOLE 42000 0 0 CANON INC SPONSORED ADR 138006309 3047 94000 SH SOLE 94000 0 0 CF INDS HLDGS INC COM 125269100 13531 210500 SH SOLE 210500 0 0 CLOROX CO DEL COM 189054109 6761 65000 SH SOLE 65000 0 0 COACH INC COM 189754104 5226 151000 SH SOLE 151000 0 0 CONTINENTAL RESOURCES INC COM 212015101 8732 206000 SH SOLE 206000 0 0 E M C CORP MASS COM 268648102 12430 471000 SH SOLE 471000 0 0 FACEBOOK INC CL A 30303M102 10378 121000 SH SOLE 121000 0 0 FEDEX CORP COM 31428X106 10735 63000 SH SOLE 63000 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 13854 923000 SH SOLE 923000 0 0 GAMESTOP CORP NEW CL A 36467W109 7217 168000 SH SOLE 168000 0 0 GENERAL ELECTRIC CO COM 369604103 3507 132000 SH SOLE 132000 0 0 GENERAL MTRS CO COM 37045V100 2933 88000 SH SOLE 88000 0 0 GILEAD SCIENCES INC COM 375558103 13464 115000 SH SOLE 115000 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 2916 70000 SH SOLE 70000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 12966 62100 SH SOLE 62100 0 0 GOOGLE INC CL C 38259P706 6994 13436 SH SOLE 13436 0 0 GOOGLE INC CL A 38259P508 4374 8100 SH SOLE 8100 0 0 HCA HOLDINGS INC COM 40412C101 10342 114000 SH SOLE 114000 0 0 HESS CORP COM 42809H107 11303 169000 SH SOLE 169000 0 0 HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 8440 274996 SH SOLE 274996 0 0 INTEL CORP COM 458140100 13808 454000 SH SOLE 454000 0 0 JPMORGAN CHASE & CO COM 46625H100 13620 201000 SH SOLE 201000 0 0 L-3 COMMUNICATIONS HLDGS INC COM 502424104 11338 100000 SH SOLE 100000 0 0 LEAR CORP COM NEW 521865204 11451 102000 SH SOLE 102000 0 0 LILLY ELI & CO COM 532457108 3757 45000 SH SOLE 45000 0 0 LINCOLN NATL CORP IND COM 534187109 12851 217000 SH SOLE 217000 0 0 LOCKHEED MARTIN CORP COM 539830109 3049 16400 SH SOLE 16400 0 0 MASTERCARD INC CL A 57636Q104 12620 135000 SH SOLE 135000 0 0 MERCK & CO INC NEW COM 58933Y105 3302 58000 SH SOLE 58000 0 0 MICRON TECHNOLOGY INC COM 595112103 10400 552000 SH SOLE 552000 0 0 MOHAWK INDS INC COM 608190104 10500 55000 SH SOLE 55000 0 0 MOSAIC CO NEW COM 61945C103 12368 264000 SH SOLE 264000 0 0 PARKER HANNIFIN CORP COM 701094104 12215 105000 SH SOLE 105000 0 0 PEPSICO INC COM 713448108 13254 142000 SH SOLE 142000 0 0 PFIZER INC COM 717081103 3252 97000 SH SOLE 97000 0 0 POTASH CORP SASK INC COM 73755L107 2849 92000 SH SOLE 92000 0 0 PROGRESSIVE CORP OHIO COM 743315103 12524 450000 SH SOLE 450000 0 0 PRUDENTIAL FINL INC COM 744320102 12690 145000 SH SOLE 145000 0 0 QUALCOMM INC COM 747525103 13215 211000 SH SOLE 211000 0 0 REGAL ENTMT GROUP CL A 758766109 13884 664000 SH SOLE 664000 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 2935 48000 SH SOLE 48000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 11017 140000 SH SOLE 140000 0 0 SCHLUMBERGER LTD COM 806857108 12411 144000 SH SOLE 144000 0 0 SOUTHERN CO COM 842587107 3101 74000 SH SOLE 74000 0 0 SOUTHWEST AIRLS CO COM 844741108 8670 262000 SH SOLE 262000 0 0 ST JUDE MED INC COM 790849103 12568 172000 SH SOLE 172000 0 0 TEMPLETON DRAGON FD INC COM 88018T101 6448 260000 SH SOLE 260000 0 0 TOTAL S A SPONSORED ADR 89151E109 2557 52000 SH SOLE 52000 0 0 TRINITY INDS INC COM 896522109 9303 352000 SH SOLE 352000 0 0 UNITED RENTALS INC COM 911363109 9200 105000 SH SOLE 105000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 12078 99000 SH SOLE 99000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 13396 214000 SH SOLE 214000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 13564 291000 SH SOLE 291000 0 0 VIACOM INC NEW CL B 92553P201 11247 174000 SH SOLE 174000 0 0 WELLS FARGO & CO NEW COM 949746101 3262 58000 SH SOLE 58000 0 0 WESTERN DIGITAL CORP COM 958102105 9018 115000 SH SOLE 115000 0 0 WHIRLPOOL CORP COM 963320106 11594 67000 SH SOLE 67000 0 0 ZIMMER HLDGS INC COM 98956P102 10923 100000 SH SOLE 100000 0 0