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 |
Alphabet Inc. Class A | CL A | 02079K305 | 21,605 | 20,675 | SH | SOLE | 20,675 | 0 | 0 | ||
American Airlines Group, Inc. | COM | 02376R102 | 13,627 | 424,400 | SH | SOLE | 424,400 | 0 | 0 | ||
Anadarko Petroleum Corporation | COM | 032511107 | 20,465 | 466,800 | SH | SOLE | 466,800 | 0 | 0 | ||
Apache Corporation | COM | 037411105 | 14,312 | 545,200 | SH | SOLE | 545,200 | 0 | 0 | ||
Arch Coal Inc Class A | CL A | 039380407 | 50,167 | 604,500 | SH | SOLE | 604,500 | 0 | 0 | ||
Ball Corporation | COM | 058498106 | 44,295 | 963,346 | SH | SOLE | 963,346 | 0 | 0 | ||
Bank of America Corp | COM | 060505104 | 50,251 | 2,039,400 | SH | SOLE | 2,039,400 | 0 | 0 | ||
Citigroup Inc. | COM NEW | 172967424 | 36,171 | 694,800 | SH | SOLE | 694,800 | 0 | 0 | ||
Coca-Cola Company | COM | 191216100 | 37,955 | 801,578 | SH | SOLE | 801,578 | 0 | 0 | ||
Colgate-Palmolive Company | COM | 194162103 | 37,637 | 632,336 | SH | SOLE | 632,336 | 0 | 0 | ||
Deere & Company | COM | 244199105 | 25,476 | 170,785 | SH | SOLE | 170,785 | 0 | 0 | ||
Facebook, Inc. Class A | CL A | 30303M102 | 31,855 | 243,000 | SH | SOLE | 243,000 | 0 | 0 | ||
FedEx Corporation | COM | 31428X106 | 28,779 | 178,384 | SH | SOLE | 178,384 | 0 | 0 | ||
Halliburton Company | COM | 406216101 | 7,567 | 284,700 | SH | SOLE | 284,700 | 0 | 0 | ||
Hess Corporation | COM | 42809H107 | 55,274 | 1,364,800 | SH | SOLE | 1,364,800 | 0 | 0 | ||
Home Depot, Inc. | COM | 437076102 | 39,312 | 228,800 | SH | SOLE | 228,800 | 0 | 0 | ||
JPMorgan Chase & Co. | COM | 46625H100 | 57,635 | 590,405 | SH | SOLE | 590,405 | 0 | 0 | ||
Kansas City Southern | COM NEW | 485170302 | 31,144 | 326,290 | SH | SOLE | 326,290 | 0 | 0 | ||
Lowe's Companies, Inc. | COM | 548661107 | 38,385 | 415,600 | SH | SOLE | 415,600 | 0 | 0 | ||
Mondelez International, Inc. Class A | CL A | 609207105 | 30,423 | 759,998 | SH | SOLE | 759,998 | 0 | 0 | ||
Norfolk Southern Corporation | COM | 655844108 | 26,588 | 177,800 | SH | SOLE | 177,800 | 0 | 0 | ||
Peabody Energy Corporation | COM | 704551100 | 29,218 | 958,600 | SH | SOLE | 958,600 | 0 | 0 | ||
S&P Global, Inc. | COM | 78409V104 | 33,818 | 199,000 | SH | SOLE | 199,000 | 0 | 0 | ||
Wells Fargo & Company | COM | 949746101 | 30,404 | 659,800 | SH | SOLE | 659,800 | 0 | 0 | ||
Weyerhaeuser Company | COM | 962166104 | 19,324 | 884,000 | SH | SOLE | 884,000 | 0 | 0 |