ABBOTT LABORATORIES COM 002824100 9492 236000 SH SOLE 236000 0 0 ALASKA AIR GROUP INC COM 011659109 10170 128000 SH SOLE 128000 0 0 ALTRIA GROUP INC COM 02209S103 3318 61000 SH SOLE 61000 0 0 APPLE INC COM 037833100 10589 96000 SH SOLE 96000 0 0 ARCHER-DANIELS-MIDLAND CO COM 039483102 10072 243000 SH SOLE 243000 0 0 AT&T INC COM 00206R102 3160 97000 SH SOLE 97000 0 0 BB&T CORP COM 054937107 11428 321000 SH SOLE 321000 0 0 BECTON DICKINSON & CO COM 075887109 10347 78000 SH SOLE 78000 0 0 BIOGEN INC COM 09062X103 9017 30900 SH SOLE 30900 0 0 BLACKROCK INC COM 09247X101 11066 37200 SH SOLE 37200 0 0 BLACKSTONE GROUP LP COM UNIT LTD 09253U108 11908 376000 SH SOLE 376000 0 0 BOEING CO COM 097023105 11000 84000 SH SOLE 84000 0 0 BUCKEYE PARTNERS LP UNIT LTD PARTN 118230101 2489 42000 SH SOLE 42000 0 0 CANON INC SPONSORED ADR 138006309 2723 94000 SH SOLE 94000 0 0 CF INDUSTRIES HOLDINGS INC COM 125269100 9451 210500 SH SOLE 210500 0 0 CHEESECAKE FACTORY INC COM 163072101 11062 205000 SH SOLE 205000 0 0 DEERE & CO COM 244199105 9768 132000 SH SOLE 132000 0 0 EMC CORP/MA COM 268648102 10630 440000 SH SOLE 440000 0 0 FACEBOOK INC CL A 30303M102 9619 107000 SH SOLE 107000 0 0 FEDEX CORP COM 31428X106 9071 63000 SH SOLE 63000 0 0 FORD MOTOR CO COM PAR $0.01 345370860 12525 923000 SH SOLE 923000 0 0 GAMESTOP CORP CL A 36467W109 5769 140000 SH SOLE 140000 0 0 GENERAL ELECTRIC CO COM 369604103 3329 132000 SH SOLE 132000 0 0 GENERAL MOTORS CO COM 37045V100 2642 88000 SH SOLE 88000 0 0 GILEAD SCIENCES INC COM 375558103 10212 104000 SH SOLE 104000 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 2692 70000 SH SOLE 70000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 9852 56700 SH SOLE 56700 0 0 GOODYEAR TIRE & RUBBER CO COM 382550101 9884 337000 SH SOLE 337000 0 0 GOOGLE INC CL C 38259P706 8175 13436 SH SOLE 13436 0 0 GOOGLE INC CL A 38259P508 1404 2200 SH SOLE 2200 0 0 HCA HOLDINGS INC COM 40412C101 8819 114000 SH SOLE 114000 0 0 HESS CORP COM 42809H107 7509 150000 SH SOLE 150000 0 0 JPMORGAN CHASE & CO COM 46625H100 10609 174000 SH SOLE 174000 0 0 L-3 COMMUNICATIONS HLDGS INC COM 502424104 7630 73000 SH SOLE 73000 0 0 LEAR CORP COM NEW 521865204 11096 102000 SH SOLE 102000 0 0 LILLY (ELI) & CO COM 532457108 3766 45000 SH SOLE 45000 0 0 LINCOLN NATIONAL CORP COM 534187109 9492 200000 SH SOLE 200000 0 0 LOCKHEED MARTIN CORP COM 539830109 3400 16400 SH SOLE 16400 0 0 MARKET VECTORS GOLD MNRS ETF COM 57060U100 8175 595000 SH SOLE 595000 0 0 MASTERCARD INC CL A 57636Q104 10003 111000 SH SOLE 111000 0 0 MCDONALD'S CORP COM 580135101 12809 130000 SH SOLE 130000 0 0 MERCK & CO COM 58933Y105 2865 58000 SH SOLE 58000 0 0 MOHAWK INDUSTRIES INC COM 608190104 9271 51000 SH SOLE 51000 0 0 PEPSICO INC COM 713448108 12165 129000 SH SOLE 129000 0 0 PFIZER INC COM 717081103 3047 97000 SH SOLE 97000 0 0 POTASH CORP SASK INC COM 73755L107 1891 92000 SH SOLE 92000 0 0 PROGRESSIVE CORP-OHIO COM 743315103 11398 372000 SH SOLE 372000 0 0 PRUDENTIAL FINANCIAL INC COM 744320102 11050 145000 SH SOLE 145000 0 0 QUALCOMM INC COM 747525103 11337 211000 SH SOLE 211000 0 0 ROYAL BANK OF CANADA COM 780087102 2652 48000 SH SOLE 48000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 9622 108000 SH SOLE 108000 0 0 SCHLUMBERGER LTD COM 806857108 9932 144000 SH SOLE 144000 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 10442 124000 SH SOLE 124000 0 0 SOUTHERN CO COM 842587107 3308 74000 SH SOLE 74000 0 0 SOUTHWEST AIRLINES COM 844741108 9282 244000 SH SOLE 244000 0 0 ST JUDE MEDICAL INC COM 790849103 10851 172000 SH SOLE 172000 0 0 TARGET CORP COM 87612E106 12114 154000 SH SOLE 154000 0 0 TEMPLETON DRAGON FUND INC COM 88018T101 4862 260000 SH SOLE 260000 0 0 TIME WARNER INC COM 887317303 10863 158000 SH SOLE 158000 0 0 TOTAL SA SPONSORED ADR 89151E109 2325 52000 SH SOLE 52000 0 0 UBS AG COM H42097107 9982 539000 SH SOLE 539000 0 0 UNITED PARCEL SERVICE INC COM 911312106 11448 116000 SH SOLE 116000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 11485 99000 SH SOLE 99000 0 0 USG CORP COM 903293405 9195 345400 SH SOLE 345400 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 6600 37000 SH SOLE 37000 0 0 VALERO ENERGY CORP COM 91913Y100 10097 168000 SH SOLE 168000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 12661 291000 SH SOLE 291000 0 0 WELLS FARGO & CO COM 949746101 11913 232000 SH SOLE 232000 0 0 WHIRLPOOL CORP COM 963320106 9277 63000 SH SOLE 63000 0 0