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
Estimated average burden
hours per response: 23.8
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
CALIFORNIA RES CORP COM 13057Q107 87,973 14,565,000 SH   SOLE   14,565,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 176,366 3,367,688 SH   SOLE   3,367,688 0 0
CARDINAL HEALTH INC COM 14149Y108 141,026 1,685,900 SH   SOLE   1,685,900 0 0
CONSOL ENERGY INC COM 20854P109 87,947 4,045,400 SH   SOLE   4,045,400 0 0
FOOT LOCKER INC COM 344849104 174,079 2,597,800 SH   SOLE   2,597,800 0 0
HALYARD HEALTH INC COM 40650V100 76,974 1,900,600 SH   SOLE   1,900,600 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 342,179 8,231,400 SH   SOLE   8,231,400 0 0
HENRY JACK & ASSOC INC COM 426281101 51,321 793,222 SH   SOLE   793,222 0 0
KROGER CO COM 501044101 342,762 4,727,100 SH   SOLE   4,727,100 0 0
LINCOLN NATL CORP IND COM 534187109 274,528 4,635,732 SH   SOLE   4,635,732 0 0
PHILLIPS 66 COM 718546104 264,039 3,277,550 SH   SOLE   3,277,550 0 0
ROSS STORES INC COM 778296103 231,524 4,762,892 SH   SOLE   4,762,892 0 0
SNAP ON INC COM 833034101 144,169 905,300 SH   SOLE   905,300 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 46,013 436,100 SH   SOLE   436,100 0 0
TEXAS ROADHOUSE INC COM 882681109 44,137 1,179,200 SH   SOLE   1,179,200 0 0
TIDEWATER INC COM 886423102 41,053 1,806,135 SH   SOLE   1,806,135 0 0
TRI POINTE HOMES INC COM 87265H109 3,261 213,127 SH   SOLE   213,127 0 0
XL GROUP PLC SHS G98290102 172,534 4,638,000 SH   SOLE   4,638,000 0 0