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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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
ALLSTATE CORP COM 020002101 155,522 1,758,500 SH   SOLE   1,758,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 21,170 374,355 SH   SOLE   374,355 0 0
CARDINAL HEALTH INC COM 14149Y108 74,429 955,200 SH   SOLE   955,200 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 18,541 292,810 SH   SOLE   292,810 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 284,549 5,412,771 SH   SOLE   5,412,771 0 0
HD SUPPLY HLDGS INC COM 40416M105 80,484 2,627,620 SH   SOLE   2,627,620 0 0
HENRY JACK & ASSOC INC COM 426281101 32,067 308,722 SH   SOLE   308,722 0 0
HILTON GRAND VACATIONS INC COM 43283X105 51,764 1,435,500 SH   SOLE   1,435,500 0 0
LINCOLN NATL CORP IND COM 534187109 183,564 2,716,254 SH   SOLE   2,716,254 0 0
MAGNA INTL INC COM 559222401 95,662 2,064,800 SH   SOLE   2,064,800 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 60,088 510,300 SH   SOLE   510,300 0 0
MOSAIC CO NEW COM 61945C103 64,349 2,818,600 SH   SOLE   2,818,600 0 0
NUCOR CORP COM 670346105 110,451 1,908,600 SH   SOLE   1,908,600 0 0
PHILLIPS 66 COM 718546104 153,553 1,856,972 SH   SOLE   1,856,972 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 105,217 1,311,600 SH   SOLE   1,311,600 0 0
SCHLUMBERGER LTD COM 806857108 90,139 1,369,058 SH   SOLE   1,369,058 0 0
SNAP ON INC COM 833034101 99,982 632,800 SH   SOLE   632,800 0 0
SYNOVUS FINL CORP COM NEW 87161C501 68,147 1,540,400 SH   SOLE   1,540,400 0 0