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
AECOM Technology Corporation COM 00766T100 59,175 1,753,348 SH   SOLE   1,753,348 0 0
AerCap Holdings NV COM N00985106 96,345 2,355,630 SH   SOLE   2,355,630 0 0
Aetna Inc. COM 00817Y108 87,088 1,075,160 SH   SOLE   1,075,160 0 0
Aflac Incorporated COM 001055102 69,446 1,192,202 SH   SOLE   1,192,202 0 0
AmTrust Financial Services Inc. COM 032359309 57,978 1,456,004 SH   SOLE   1,456,004 0 0
Assurant, Inc. COM 04621X108 64,159 997,814 SH   SOLE   997,814 0 0
Ameriprise Financial, Inc. COM 03076C106 89,631 726,466 SH   SOLE   726,466 0 0
Avago Technologies Limited COM Y0486S104 119,361 1,371,964 SH   SOLE   1,371,964 0 0
Avis Budget Group, Inc. COM 053774105 92,406 1,683,483 SH   SOLE   1,683,483 0 0
Celanese Corporation Class A CL A 150870103 71,398 1,220,067 SH   SOLE   1,220,067 0 0
Comcast Corporation Class A COM 20030N101 81,189 1,509,649 SH   SOLE   1,509,649 0 0
CVS Health Corp CL A 126650100 87,231 1,096,007 SH   SOLE   1,096,007 0 0
EOG Resources, Inc. COM 26875P101 81,123 819,254 SH   SOLE   819,254 0 0
Eaton Corp. Plc COM G29183103 66,212 1,044,840 SH   SOLE   1,044,840 0 0
Corning Incorporated COM 219350105 74,008 3,826,670 SH   SOLE   3,826,670 0 0
Goodyear Tire & Rubber Company COM 382550101 64,198 2,842,487 SH   SOLE   2,842,487 0 0
Hertz Global Holdings, Inc. COM 42805T105 75,282 2,965,039 SH   SOLE   2,965,039 0 0
Jarden Corporation COM 471109108 75,079 1,249,033 SH   SOLE   1,249,033 0 0
Johnson Controls, Inc. COM 478366107 68,997 1,568,117 SH   SOLE   1,568,117 0 0
Liberty Interactive Corporation Class A CL A 53071M104 80,563 2,824,805 SH   SOLE   2,824,805 0 0
Lexmark International, Inc. Class A CL A 529771107 59,855 1,408,355 SH   SOLE   1,408,355 0 0
MRC Global Inc. COM 55345K103 46,915 2,011,797 SH   SOLE   2,011,797 0 0
NCR Corporation COM 62886E108 69,620 2,083,802 SH   SOLE   2,083,802 0 0
NASDAQ OMX Group, Inc. COM 631103108 73,035 1,721,704 SH   SOLE   1,721,704 0 0
National Oilwell Varco, Inc. COM 637071101 76,177 1,001,017 SH   SOLE   1,001,017 0 0
Owens-Illinois, Inc. COM 690768403 48,519 1,862,525 SH   SOLE   1,862,525 0 0
Raytheon Company COM 755111507 89,794 883,621 SH   SOLE   883,621 0 0
Suncor Energy Inc. COM 867224107 70,805 1,958,651 SH   SOLE   1,958,651 0 0
Symantec Corporation COM 871503108 79,811 3,394,781 SH   SOLE   3,394,781 0 0
TE Connectivity Ltd. COM H84989104 74,523 1,347,862 SH   SOLE   1,347,862 0 0
Western Digital Corporation COM 958102105 95,754 983,906 SH   SOLE   983,906 0 0
WellPoint, Inc. COM 94973V107 92,255 771,233 SH   SOLE   771,233 0 0
Willis Group Holdings Plc COM G96666105 60,959 1,472,446 SH   SOLE   1,472,446 0 0
Western Union Company COM 959802109 65,366 4,075,173 SH   SOLE   4,075,173 0 0