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 | 126,349 | 1,332,800 | SH | SOLE | 1,332,800 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 5,944 | 88,054 | SH | SOLE | 88,054 | 0 | 0 | ||
| BRIGHTHOUSE FINL INC | COM | 10922N103 | 57,503 | 1,118,744 | SH | SOLE | 1,118,744 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 41,124 | 656,100 | SH | SOLE | 656,100 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 13,180 | 201,718 | SH | SOLE | 201,718 | 0 | 0 | ||
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 191,620 | 3,719,341 | SH | SOLE | 3,719,341 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 47,224 | 1,097,716 | SH | SOLE | 1,097,716 | 0 | 0 | ||
| LCI INDS | COM | 50189K103 | 26,277 | 252,300 | SH | SOLE | 252,300 | 0 | 0 | ||
| LINCOLN NATL CORP IND | COM | 534187109 | 137,359 | 1,880,084 | SH | SOLE | 1,880,084 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 79,651 | 1,413,500 | SH | SOLE | 1,413,500 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 50,769 | 2,091,000 | SH | SOLE | 2,091,000 | 0 | 0 | ||
| NUCOR CORP | COM | 670346105 | 94,537 | 1,547,500 | SH | SOLE | 1,547,500 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 122,382 | 1,275,872 | SH | SOLE | 1,275,872 | 0 | 0 | ||
| RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 80,105 | 895,934 | SH | SOLE | 895,934 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 51,141 | 789,458 | SH | SOLE | 789,458 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 9,105 | 290,900 | SH | SOLE | 290,900 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 63,885 | 433,000 | SH | SOLE | 433,000 | 0 | 0 | ||
| SYNOVUS FINL CORP | COM NEW | 87161C501 | 53,506 | 1,071,400 | SH | SOLE | 1,071,400 | 0 | 0 | ||
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 42,037 | 224,595 | SH | SOLE | 224,595 | 0 | 0 | ||