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
3-D SYS CORP DEL COM NEW 88554D205 11,625 1,426,390 SH   SOLE 1,426,390 0 0
ABBVIE INC COM 00287Y109 3,635 48,000 SH   SOLE 48,000 0 0
ACUITY BRANDS INC COM 00508Y102 4,178 31,000 SH   SOLE 31,000 0 0
ALLERGAN PLC SHS G0177J108 7,236 43,000 SH   SOLE 43,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,717 79,000 SH   SOLE 79,000 0 0
ALPHABET INC CAP STK CL A 02079K305 31,750 26,000 SH   SOLE 26,000 0 0
AMC NETWORKS INC CL A 00164V103 3,181 64,700 SH   SOLE 64,700 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 3,512 39,500 SH   SOLE 39,500 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,483 42,300 SH   SOLE 42,300 0 0
AMGEN INC COM 031162100 3,580 18,500 SH   SOLE 18,500 0 0
APPLE INC COM 037833100 14,659 65,450 SH   SOLE 65,450 0 0
APPLIED MATLS INC COM 038222105 4,990 100,000 SH   SOLE 100,000 0 0
ARCH COAL INC CL A 039380407 3,116 42,000 SH   SOLE 42,000 0 0
AT&T INC COM 00206R102 19,743 521,755 SH   SOLE 521,755 0 0
BEST BUY INC COM 086516101 3,539 51,300 SH   SOLE 51,300 0 0
BIOGEN INC COM 09062X103 3,143 13,500 SH   SOLE 13,500 0 0
BLOCK H & R INC COM 093671105 3,165 134,000 SH   SOLE 134,000 0 0
BOOKING HLDGS INC COM 09857L108 7,065 3,600 SH   SOLE 3,600 0 0
CARDINAL HEALTH INC COM 14149Y108 2,959 62,700 SH   SOLE 62,700 0 0
CARE COM INC COM 141633107 871 83,387 SH   SOLE 83,387 0 0
CENTURYLINK INC COM 156700106 2,496 200,000 SH   SOLE 200,000 0 0
CIGNA CORP NEW COM 125523100 6,072 40,000 SH   SOLE 40,000 0 0
CORTEVA INC COM 22052L104 21,000 750,000 SH   SOLE 750,000 0 0
CVS HEALTH CORP COM 126650100 1,640 26,000 SH   SOLE 26,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 24,192 420,000 SH   SOLE 420,000 0 0
DELUXE CORP COM 248019101 3,279 66,700 SH   SOLE 66,700 0 0
DISCOVERY INC COM SER A 25470F104 16,244 610,000 SH   SOLE 610,000 0 0
DISCOVERY INC COM SER C 25470F302 1,068 43,394 SH   SOLE 43,394 0 0
DOVER MOTORSPORTS INC COM 260174107 1,742 880,000 SH   SOLE 880,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 23,176 325,000 SH   SOLE 325,000 0 0
DXC TECHNOLOGY CO COM 23355L106 1,741 59,000 SH   SOLE 59,000 0 0
EMCOR GROUP INC COM 29084Q100 4,194 48,700 SH   SOLE 48,700 0 0
ENNIS INC COM 293389102 3,133 155,000 SH   SOLE 155,000 0 0
EXXON MOBIL CORP COM 30231G102 301 4,263 SH   SOLE 4,263 0 0
FACEBOOK INC CL A 30303M102 42,329 237,695 SH   SOLE 237,695 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 25,561 1,973,802 SH   SOLE 1,973,802 0 0
FOOT LOCKER INC COM 344849104 2,892 67,000 SH   SOLE 67,000 0 0
GENERAL MLS INC COM 370334104 4,961 90,000 SH   SOLE 90,000 0 0
GENTEX CORP COM 371901109 4,463 162,100 SH   SOLE 162,100 0 0
GILEAD SCIENCES INC COM 375558103 2,954 46,600 SH   SOLE 46,600 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 10,030 235,000 SH   SOLE 235,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 11,104 53,585 SH   SOLE 53,585 0 0
GRAHAM HLDGS CO COM 384637104 3,914 5,900 SH   SOLE 5,900 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 2,812 103,000 SH   SOLE 103,000 0 0
HOLLYFRONTIER CORP COM 436106108 4,184 78,000 SH   SOLE 78,000 0 0
HP INC COM 40434L105 3,235 171,000 SH   SOLE 171,000 0 0
INTEL CORP COM 458140100 993 19,275 SH   SOLE 19,275 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 14,831 101,986 SH   SOLE 101,986 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,897 88,000 SH   SOLE 88,000 0 0
J2 GLOBAL INC COM 48123V102 3,669 40,400 SH   SOLE 40,400 0 0
JOHNSON & JOHNSON COM 478160104 772 5,967 SH   SOLE 5,967 0 0
JPMORGAN CHASE & CO COM 46625H100 10,651 90,500 SH   SOLE 90,500 0 0
KORN FERRY COM NEW 500643200 2,960 76,600 SH   SOLE 76,600 0 0
L BRANDS INC COM 501797104 2,743 140,000 SH   SOLE 140,000 0 0
LAM RESEARCH CORP COM 512807108 4,853 21,000 SH   SOLE 21,000 0 0
LEAR CORP COM NEW 521865204 2,948 25,000 SH   SOLE 25,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 1,815 110,450 SH   SOLE 110,450 0 0
MANPOWERGROUP INC COM 56418H100 3,563 42,300 SH   SOLE 42,300 0 0
MARCUS & MILLICHAP INC COM 566324109 3,655 103,000 SH   SOLE 103,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 2,791 187,000 SH   SOLE 187,000 0 0
MCKESSON CORP COM 58155Q103 3,690 27,000 SH   SOLE 27,000 0 0
MEDNAX INC COM 58502B106 3,131 138,400 SH   SOLE 138,400 0 0
MEDTRONIC PLC SHS G5960L103 2,569 23,650 SH   SOLE 23,650 0 0
MERITOR INC COM 59001K100 3,090 167,000 SH   SOLE 167,000 0 0
MICRON TECHNOLOGY INC COM 595112103 3,771 88,000 SH   SOLE 88,000 0 0
MICROSOFT CORP COM 594918104 9,593 69,000 SH   SOLE 69,000 0 0
MSC INDL DIRECT INC CL A 553530106 3,228 44,500 SH   SOLE 44,500 0 0
MSG NETWORK INC CL A 553573106 1,995 123,000 SH   SOLE 123,000 0 0
NETAPP INC COM 64110D104 3,392 64,600 SH   SOLE 64,600 0 0
NUCOR CORP COM 670346105 3,055 60,000 SH   SOLE 60,000 0 0
OMNICOM GROUP INC COM 681919106 3,492 44,600 SH   SOLE 44,600 0 0
PATRICK INDS INC COM 703343103 3,945 92,000 SH   SOLE 92,000 0 0
PFIZER INC COM 717081103 11,178 311,100 SH   SOLE 311,100 0 0
PROCTER & GAMBLE CO COM 742718109 711 5,720 SH   SOLE 5,720 0 0
RESOURCES CONNECTION INC COM 76122Q105 3,033 178,500 SH   SOLE 178,500 0 0
SNAP ON INC COM 833034101 3,757 24,000 SH   SOLE 24,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,475 48,000 SH   SOLE 48,000 0 0
STEEL DYNAMICS INC COM 858119100 3,189 107,000 SH   SOLE 107,000 0 0
STURM RUGER & CO INC COM 864159108 2,422 58,000 SH   SOLE 58,000 0 0
TECH DATA CORP COM 878237106 3,753 36,000 SH   SOLE 36,000 0 0
TRUEBLUE INC COM 89785X101 3,017 143,000 SH   SOLE 143,000 0 0
URBAN OUTFITTERS INC COM 917047102 3,258 116,000 SH   SOLE 116,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 2,565 37,500 SH   SOLE 37,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 42,134 698,038 SH   SOLE 698,038 0 0
VIACOM INC NEW CL B 92553P201 3,124 130,000 SH   SOLE 130,000 0 0
WELLS FARGO CO NEW COM 949746101 3,955 78,405 SH   SOLE 78,405 0 0
WESTERN UN CO COM 959802109 4,358 188,100 SH   SOLE 188,100 0 0
WESTROCK CO COM 96145D105 30,456 835,549 SH   SOLE 835,549 0 0
WINNEBAGO INDS INC COM 974637100 4,084 106,500 SH   SOLE 106,500 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 5,660 123,000 SH   SOLE 123,000 0 0
XPERI CORP COM 98421B100 2,647 128,000 SH   SOLE 128,000 0 0