The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALLSTATE CORP | COM | 020002101 | 132,828 | 1,445,200 | SH | SOLE | 1,445,200 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 18,547 | 303,554 | SH | SOLE | 303,554 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 51,535 | 770,100 | SH | SOLE | 770,100 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 17,167 | 236,918 | SH | SOLE | 236,918 | 0 | 0 | ||
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 241,976 | 4,365,441 | SH | SOLE | 4,365,441 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 76,440 | 2,119,220 | SH | SOLE | 2,119,220 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 44,723 | 1,157,716 | SH | SOLE | 1,157,716 | 0 | 0 | ||
| LINCOLN NATL CORP IND | COM | 534187109 | 162,228 | 2,207,784 | SH | SOLE | 2,207,784 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 88,878 | 1,665,000 | SH | SOLE | 1,665,000 | 0 | 0 | ||
| MARRIOTT VACATIONS WRLDWDE C | COM | 57164Y107 | 14,876 | 119,454 | SH | SOLE | 119,454 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 47,751 | 2,211,700 | SH | SOLE | 2,211,700 | 0 | 0 | ||
| NUCOR CORP | COM | 670346105 | 86,722 | 1,547,500 | SH | SOLE | 1,547,500 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 137,193 | 1,497,572 | SH | SOLE | 1,497,572 | 0 | 0 | ||
| RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 89,196 | 1,057,700 | SH | SOLE | 1,057,700 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 76,977 | 1,103,458 | SH | SOLE | 1,103,458 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 9,352 | 291,800 | SH | SOLE | 291,800 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 76,040 | 510,300 | SH | SOLE | 510,300 | 0 | 0 | ||
| SYNOVUS FINL CORP | COM NEW | 87161C501 | 57,543 | 1,249,300 | SH | SOLE | 1,249,300 | 0 | 0 | ||
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 29,885 | 187,745 | SH | SOLE | 187,745 | 0 | 0 | ||