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 |
|
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 |
Hess Corporation | COM | 42809H107 | 82,930 | 1,239,800 | SH | SOLE | 1,239,800 | 0 | 0 | ||
Peabody Energy Corporation | COM | 704551100 | 65,155 | 1,432,600 | SH | SOLE | 1,432,600 | 0 | 0 | ||
JPMorgan Chase & Co. | COM | 46625H100 | 61,520 | 590,405 | SH | SOLE | 590,405 | 0 | 0 | ||
Bank of America Corporation | COM | 060505104 | 57,491 | 2,039,400 | SH | SOLE | 2,039,400 | 0 | 0 | ||
S&P Global, Inc. | COM | 78409V104 | 55,866 | 274,000 | SH | SOLE | 274,000 | 0 | 0 | ||
Arch Coal Inc Class A | CL A | 039380407 | 47,411 | 604,500 | SH | SOLE | 604,500 | 0 | 0 | ||
Facebook, Inc. Class A | CL A | 30303M102 | 47,220 | 243,000 | SH | SOLE | 243,000 | 0 | 0 | ||
Citigroup Inc. | COM NEW | 172967424 | 46,496 | 694,800 | SH | SOLE | 694,800 | 0 | 0 | ||
Lowe's Companies, Inc. | COM | 548661107 | 46,409 | 485,600 | SH | SOLE | 485,600 | 0 | 0 | ||
Home Depot, Inc. | COM | 437076102 | 44,639 | 228,800 | SH | SOLE | 228,800 | 0 | 0 | ||
Colgate-Palmolive Company | COM | 194162103 | 40,982 | 632,336 | SH | SOLE | 632,336 | 0 | 0 | ||
FedEx Corporation | COM | 31428X106 | 40,504 | 178,384 | SH | SOLE | 178,384 | 0 | 0 | ||
Coca-Cola Company | COM | 191216100 | 35,157 | 801,578 | SH | SOLE | 801,578 | 0 | 0 | ||
Anadarko Petroleum Corporation | COM | 032511107 | 34,193 | 466,800 | SH | SOLE | 466,800 | 0 | 0 | ||
Kansas City Southern | COM NEW | 485170302 | 31,746 | 299,600 | SH | SOLE | 299,600 | 0 | 0 | ||
Mondelez International, Inc. Class A | CL A | 609207105 | 31,160 | 759,998 | SH | SOLE | 759,998 | 0 | 0 | ||
Ball Corporation | COM | 058498106 | 30,336 | 853,346 | SH | SOLE | 853,346 | 0 | 0 | ||
Norfolk Southern Corporation | COM | 655844108 | 26,825 | 177,800 | SH | SOLE | 177,800 | 0 | 0 | ||
Apache Corporation | COM | 037411105 | 25,488 | 545,200 | SH | SOLE | 545,200 | 0 | 0 | ||
Deere & Company | COM | 244199105 | 23,876 | 170,785 | SH | SOLE | 170,785 | 0 | 0 | ||
Weyerhaeuser Company | COM | 962166104 | 23,444 | 643,000 | SH | SOLE | 643,000 | 0 | 0 | ||
Wells Fargo & Company | COM | 949746101 | 22,636 | 408,300 | SH | SOLE | 408,300 | 0 | 0 | ||
General Electric Company | COM | 369604103 | 18,856 | 1,385,440 | SH | SOLE | 1,385,440 | 0 | 0 | ||
Halliburton Company | COM | 406216101 | 12,829 | 284,700 | SH | SOLE | 284,700 | 0 | 0 | ||
Goldman Sachs Group, Inc. | COM | 38141G104 | 12,275 | 55,652 | SH | SOLE | 55,652 | 0 | 0 |