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 COM 00766T100 134,272 3,692,842 SH   SOLE   3,692,842 0 0
AerCap Holdings NV COM N00985106 165,191 3,969,979 SH   SOLE   3,969,979 0 0
Aetna Inc. COM 00817Y108 228,928 1,846,045 SH   SOLE   1,846,045 0 0
Aflac Incorporated COM 001055102 188,670 2,710,780 SH   SOLE   2,710,780 0 0
Assurant, Inc. COM 04621X108 161,711 1,741,452 SH   SOLE   1,741,452 0 0
Ameriprise Financial, Inc. COM 03076C106 179,030 1,613,757 SH   SOLE   1,613,757 0 0
ARRIS International Plc COM G0551A103 132,422 4,395,034 SH   SOLE   4,395,034 0 0
Broadcom Limited COM Y09827109 316,904 1,792,746 SH   SOLE   1,792,746 0 0
Avis Budget Group, Inc. COM 053774105 106,983 2,916,647 SH   SOLE   2,916,647 0 0
Celanese Corporation Class A CL A 150870103 193,537 2,457,920 SH   SOLE   2,457,920 0 0
Comcast Corporation Class A CL A 20030N101 210,343 3,046,242 SH   SOLE   3,046,242 0 0
CommScope Holding Co., Inc. COM 20337X109 154,469 4,152,384 SH   SOLE   4,152,384 0 0
EOG Resources, Inc. COM 26875P101 203,061 2,008,520 SH   SOLE   2,008,520 0 0
Eaton Corp. Plc COM G29183103 179,593 2,676,896 SH   SOLE   2,676,896 0 0
Corning Inc COM 219350105 208,101 8,574,404 SH   SOLE   8,574,404 0 0
Goodyear Tire & Rubber Company COM 382550101 163,893 5,309,142 SH   SOLE   5,309,142 0 0
Hertz Global Holdings, Inc. COM 42806J106 40,036 1,856,978 SH   SOLE   1,856,978 0 0
Johnson Controls International plc COM G51502105 167,342 4,062,680 SH   SOLE   4,062,680 0 0
Liberty Interactive Corporation QVC Group Class A CL A 53071M104 128,926 6,452,731 SH   SOLE   6,452,731 0 0
Lincoln National Corporation COM 534187109 228,970 3,455,107 SH   SOLE   3,455,107 0 0
Microsemi Corporation COM 595137100 159,067 2,947,322 SH   SOLE   2,947,322 0 0
NCR Corporation COM 62886E108 166,968 4,116,572 SH   SOLE   4,116,572 0 0
National Oilwell Varco, Inc. COM 637071101 133,685 3,570,644 SH   SOLE   3,570,644 0 0
Owens-Illinois, Inc. COM 690768403 79,366 4,558,631 SH   SOLE   4,558,631 0 0
Suncor Energy Inc. COM 867224107 181,934 5,565,425 SH   SOLE   5,565,425 0 0
Symantec Corporation COM 871503108 185,141 7,749,732 SH   SOLE   7,749,732 0 0
TE Connectivity Ltd. COM H84989104 196,838 2,841,193 SH   SOLE   2,841,193 0 0
Tenneco Inc. COM 880349105 132,484 2,120,767 SH   SOLE   2,120,767 0 0
Western Digital Corporation COM 958102105 169,821 2,499,205 SH   SOLE   2,499,205 0 0
Whirlpool Corporation COM 963320106 169,538 932,704 SH   SOLE   932,704 0 0
Anthem, Inc. COM 036752103 199,278 1,386,092 SH   SOLE   1,386,092 0 0
Willis Towers Watson Public Limited Company COM G96629103 162,081 1,325,494 SH   SOLE   1,325,494 0 0
Western Union Company COM 959802109 180,160 8,294,652 SH   SOLE   8,294,652 0 0