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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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
Anadarko Petroleum Corporation COM 46625H100 25,039 466,800 SH   SOLE   466,800 0 0
Apache Corporation COM 060505104 23,018 545,200 SH   SOLE   545,200 0 0
Arch Coal Inc Class A CL A 172967424 56,315 604,500 SH   SOLE   604,500 0 0
Ball Corporation COM 039380407 22,780 601,846 SH   SOLE   601,846 0 0
Bank of America Corporation COM 42809H107 60,203 2,039,400 SH   SOLE   2,039,400 0 0
Citigroup Inc COM NEW 30303M102 51,700 694,800 SH   SOLE   694,800 0 0
Coca-Cola Company COM 78409V104 24,665 537,600 SH   SOLE   537,600 0 0
Colgate-Palmolive Company COM 548661107 38,102 505,000 SH   SOLE   505,000 0 0
Deere & Company COM 31428X106 26,730 170,785 SH   SOLE   170,785 0 0
Facebook, Inc. Class A CL A 437076102 45,703 259,000 SH   SOLE   259,000 0 0
FedEx Corporation COM 194162103 44,514 178,384 SH   SOLE   178,384 0 0
General Electric Company COM 704551100 21,096 1,208,940 SH   SOLE   1,208,940 0 0
Goldman Sachs Group, Inc. COM 485170302 28,190 110,652 SH   SOLE   110,652 0 0
Halliburton Company COM 406216101 10,815 221,300 SH   SOLE   221,300 0 0
Hess Corporation COM 369604103 53,109 1,118,800 SH   SOLE   1,118,800 0 0
Home Depot, Inc. COM 38141G104 43,364 228,800 SH   SOLE   228,800 0 0
JPMorgan Chase & Co. COM 058498106 66,838 625,005 SH   SOLE   625,005 0 0
Kansas City Southern COM NEW 191216100 31,524 299,600 SH   SOLE   299,600 0 0
Lowe's Companies, Inc. COM 655844108 49,593 533,600 SH   SOLE   533,600 0 0
Mondelez International, Inc. Class A CL A 037411105 20,501 478,998 SH   SOLE   478,998 0 0
Norfolk Southern Corporation COM 244199105 25,763 177,800 SH   SOLE   177,800 0 0
Peabody Energy Corporation COM 032511107 56,401 1,432,600 SH   SOLE   1,432,600 0 0
S&P Global, Inc. COM 609207105 46,416 274,000 SH   SOLE   274,000 0 0
Schlumberger NV COM 806857108 10,075 149,500 SH   SOLE   149,500 0 0
Wells Fargo & Company COM 949746101 5,930 97,750 SH   SOLE   97,750 0 0