The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
Arch Coal Inc Class A | CL A | 039380407 | 46,410 | 679,500 | SH | SOLE | 679,500 | 0 | 0 | ||
Ball Corporation | COM | 058498106 | 25,404 | 601,846 | SH | SOLE | 601,846 | 0 | 0 | ||
Bank of America Corporation | COM | 060505104 | 49,476 | 2,039,400 | SH | SOLE | 2,039,400 | 0 | 0 | ||
Citigroup Inc | COM NEW | 172967424 | 41,787 | 624,800 | SH | SOLE | 624,800 | 0 | 0 | ||
Coca-Cola Company | COM | 191216100 | 24,111 | 537,600 | SH | SOLE | 537,600 | 0 | 0 | ||
Colgate-Palmolive Company | COM | 194162103 | 37,436 | 505,000 | SH | SOLE | 505,000 | 0 | 0 | ||
Deere & Company | COM | 244199105 | 21,107 | 170,785 | SH | SOLE | 170,785 | 0 | 0 | ||
Facebook, Inc. Class A | CL A | 30303M102 | 39,104 | 259,000 | SH | SOLE | 259,000 | 0 | 0 | ||
FedEx Corporation | COM | 31428X106 | 38,768 | 178,384 | SH | SOLE | 178,384 | 0 | 0 | ||
General Electric Company | COM | 369604103 | 32,653 | 1,208,940 | SH | SOLE | 1,208,940 | 0 | 0 | ||
Goldman Sachs Group, Inc. | COM | 38141G104 | 37,868 | 170,652 | SH | SOLE | 170,652 | 0 | 0 | ||
Hess Corporation | COM | 42809H107 | 39,071 | 890,600 | SH | SOLE | 890,600 | 0 | 0 | ||
Home Depot, Inc. | COM | 437076102 | 35,098 | 228,800 | SH | SOLE | 228,800 | 0 | 0 | ||
JPMorgan Chase & Co. | COM | 46625H100 | 57,125 | 625,005 | SH | SOLE | 625,005 | 0 | 0 | ||
Kansas City Southern | COM NEW | 485170302 | 31,353 | 299,600 | SH | SOLE | 299,600 | 0 | 0 | ||
Lowe's Companies, Inc. | COM | 548661107 | 41,370 | 533,600 | SH | SOLE | 533,600 | 0 | 0 | ||
Mondelez International, Inc. Class A | CL A | 609207105 | 20,688 | 478,998 | SH | SOLE | 478,998 | 0 | 0 | ||
Monsanto Company | COM | 61166W101 | 21,210 | 179,199 | SH | SOLE | 179,199 | 0 | 0 | ||
Norfolk Southern Corporation | COM | 655844108 | 21,638 | 177,800 | SH | SOLE | 177,800 | 0 | 0 | ||
Peabody Energy Corporation | COM | 070455110 | 30,626 | 1,252,600 | SH | SOLE | 1,252,600 | 0 | 0 | ||
Procter & Gamble Company | COM | 742718109 | 27,191 | 312,000 | SH | SOLE | 312,000 | 0 | 0 | ||
S&P Global, Inc. | COM | 78409V104 | 40,001 | 274,000 | SH | SOLE | 274,000 | 0 | 0 |