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
Ameriprise Financial Inc COM 03076C106 196,259 2,154,800 SH   SOLE   2,154,800 0 0
Cameron International Corp COM 13342B105 174,677 2,992,581 SH   SOLE   2,992,581 0 0
Cigna Corp COM 125509109 132,422 1,722,900 SH   SOLE   1,722,900 0 0
CST Brands Inc COM 12646R105 18,495 620,621 SH   SOLE   620,621 0 0
Dean Foods Co COM 242370203 3,057 158,374 SH   SOLE   158,374 0 0
Hartford Financial Services Gr COM 416515104 238,672 7,669,400 SH   SOLE   7,669,400 0 0
Herbalife Ltd COM USD SHS G4412G101 210,643 3,019,100 SH   SOLE   3,019,100 0 0
Jack Henry & Associates Inc COM 426281101 39,020 755,322 SH   SOLE   755,322 0 0
KBR Inc COM 48242W106 52,485 1,607,996 SH   SOLE   1,607,996 0 0
Kirby Corp COM 497266106 60,672 701,000 SH   SOLE   701,000 0 0
Kroger Co/The COM 501044101 228,784 5,671,400 SH   SOLE   5,671,400 0 0
Lincoln National Corp COM 534187109 291,499 6,942,100 SH   SOLE   6,942,100 0 0
Oceaneering International Inc COM 675232102 85,205 1,048,800 SH   SOLE   1,048,800 0 0
Phillips 66 COM 718546104 202,702 3,505,750 SH   SOLE   3,505,750 0 0
Teledyne Technologies Inc COM 879360105 89,992 1,059,600 SH   SOLE   1,059,600 0 0
Valero Energy Corp COM 91913Y100 190,748 5,585,600 SH   SOLE   5,585,600 0 0
WhiteWave Foods Co CL A 966244105 9,092 455,271 SH   SOLE   455,271 0 0