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 38,927 1,418,614 SH   SOLE   1,418,614 0 0
ABBVIE INC COM 00287Y109 11,612 107,300 SH   SOLE   107,300 0 0
ABM INDS INC COM 000957100 4,540 89,000 SH   SOLE   89,000 0 0
ACUITY BRANDS INC COM 00508Y102 5,115 31,000 SH   SOLE   31,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 4,434 29,000 SH   SOLE   29,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,532 86,500 SH   SOLE   86,500 0 0
ALPHABET INC CAP STK CL A 02079K305 30,938 15,000 SH   SOLE   15,000 0 0
ALTRIA GROUP INC COM 02209S103 13,245 258,900 SH   SOLE   258,900 0 0
AMAZON COM INC COM 023135106 10,576 3,418 SH   SOLE   3,418 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,168 35,300 SH   SOLE   35,300 0 0
AMGEN INC COM 031162100 4,230 17,000 SH   SOLE   17,000 0 0
AT&T INC COM 00206R102 7,088 234,165 SH   SOLE   234,165 0 0
ATKORE INC COM 047649108 6,680 92,900 SH   SOLE   92,900 0 0
BARNES GROUP INC COM 067806109 3,815 77,000 SH   SOLE   77,000 0 0
BARRETT BUSINESS SVCS INC COM 068463108 2,954 42,900 SH   SOLE   42,900 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,131 24,000 SH   SOLE   24,000 0 0
BIOGEN INC COM 09062X103 5,483 19,600 SH   SOLE   19,600 0 0
BK OF AMERICA CORP COM 060505104 15,476 400,000 SH   SOLE   400,000 0 0
BLOCK H & R INC COM 093671105 4,251 195,000 SH   SOLE   195,000 0 0
BOOKING HOLDINGS INC COM 09857L108 3,844 1,650 SH   SOLE   1,650 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,091 64,800 SH   SOLE   64,800 0 0
CARDINAL HEALTH INC COM 14149Y108 4,410 72,600 SH   SOLE   72,600 0 0
CIGNA CORP NEW COM 125523100 4,061 16,800 SH   SOLE   16,800 0 0
CISCO SYS INC COM 17275R102 4,426 85,600 SH   SOLE   85,600 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,422 43,800 SH   SOLE   43,800 0 0
COMCAST CORP NEW CL A 20030N101 14,880 275,000 SH   SOLE   275,000 0 0
COMFORT SYS USA INC COM 199908104 5,451 72,900 SH   SOLE   72,900 0 0
CORTEVA INC COM 22052L104 10,490 225,000 SH   SOLE   225,000 0 0
CRANE CO COM 224399105 4,930 52,500 SH   SOLE   52,500 0 0
CVS HEALTH CORP COM 126650100 3,513 46,700 SH   SOLE   46,700 0 0
DELUXE CORP COM 248019101 2,833 67,514 SH   SOLE   67,514 0 0
DISCOVERY INC COM SER A 25470F104 3,042 70,000 SH   SOLE   70,000 0 0
DXC TECHNOLOGY CO COM 23355L106 4,433 141,800 SH   SOLE   141,800 0 0
EBAY INC. COM 278642103 4,226 69,000 SH   SOLE   69,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 3,497 88,300 SH   SOLE   88,300 0 0
EMCOR GROUP INC COM 29084Q100 5,462 48,700 SH   SOLE   48,700 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 4,740 170,500 SH   SOLE   170,500 0 0
FACEBOOK INC CL A 30303M102 50,365 171,000 SH   SOLE   171,000 0 0
FMC CORP COM NEW 302491303 18,251 165,000 SH   SOLE   165,000 0 0
GENERAL DYNAMICS CORP COM 369550108 6,355 35,000 SH   SOLE   35,000 0 0
GENERAL MLS INC COM 370334104 2,575 42,000 SH   SOLE   42,000 0 0
GILEAD SCIENCES INC COM 375558103 8,816 136,400 SH   SOLE   136,400 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 19,094 535,000 SH   SOLE   535,000 0 0
GRAFTECH INTL LTD COM 384313508 5,075 415,000 SH   SOLE   415,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 3,975 89,600 SH   SOLE   89,600 0 0
HP INC COM 40434L105 6,995 220,321 SH   SOLE   220,321 0 0
INTEL CORP COM 458140100 4,160 65,000 SH   SOLE   65,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,531 18,991 SH   SOLE   18,991 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 16,753 120,000 SH   SOLE   120,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 24,148 827,000 SH   SOLE   827,000 0 0
INVESCO LTD SHS G491BT108 5,725 227,000 SH   SOLE   227,000 0 0
J2 GLOBAL INC COM 48123V102 4,842 40,400 SH   SOLE   40,400 0 0
JOHNSON & JOHNSON COM 478160104 621 3,780 SH   SOLE   3,780 0 0
KELLOGG CO COM 487836108 3,482 55,000 SH   SOLE   55,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 19,863 98,000 SH   SOLE   98,000 0 0
LYFT INC CL A COM 55087P104 13,900 220,000 SH   SOLE   220,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 3,563 134,000 SH   SOLE   134,000 0 0
MERCK & CO. INC COM 58933Y105 17,345 225,000 SH   SOLE   225,000 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 5,775 220,000 SH   SOLE   220,000 0 0
METHODE ELECTRS INC COM 591520200 4,198 100,000 SH   SOLE   100,000 0 0
MICROSOFT CORP COM 594918104 8,723 37,000 SH   SOLE   37,000 0 0
MIDDLEBY CORP COM 596278101 6,398 38,600 SH   SOLE   38,600 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 4,092 80,000 SH   SOLE   80,000 0 0
MSG NETWORK INC CL A 553573106 3,008 200,000 SH   SOLE   200,000 0 0
NAUTILUS INC COM 63910B102 798 51,000 SH   SOLE   51,000 0 0
NORWOOD FINL CORP COM 669549107 1,786 67,100 SH   SOLE   67,100 0 0
OMNICOM GROUP INC COM 681919106 4,063 54,800 SH   SOLE   54,800 0 0
PERDOCEO ED CORP COM 71363P106 4,198 351,000 SH   SOLE   351,000 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 300 12,500 SH   SOLE   12,500 0 0
PFIZER INC COM 717081103 12,055 332,725 SH   SOLE   332,725 0 0
PHILIP MORRIS INTL INC COM 718172109 23,055 259,800 SH   SOLE   259,800 0 0
POLARIS INC COM 731068102 6,675 50,000 SH   SOLE   50,000 0 0
PROCTER AND GAMBLE CO COM 742718109 739 5,460 SH   SOLE   5,460 0 0
PROGRESS SOFTWARE CORP COM 743312100 3,833 87,000 SH   SOLE   87,000 0 0
PULTE GROUP INC COM 745867101 3,776 72,000 SH   SOLE   72,000 0 0
QURATE RETAIL INC COM SER A 74915M100 4,939 420,000 SH   SOLE   420,000 0 0
RENT A CTR INC NEW COM 76009N100 5,939 103,000 SH   SOLE   103,000 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 4,138 84,500 SH   SOLE   84,500 0 0
SHATTUCK LABS INC COM 82024L103 43,775 1,497,104 SH   SOLE   1,497,104 0 0
SMITH & WESSON BRANDS INC COM 831754106 3,071 176,000 SH   SOLE   176,000 0 0
SMUCKER J M CO COM NEW 832696405 3,922 31,000 SH   SOLE   31,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,240 75,000 SH   SOLE   75,000 0 0
STRATEGIC ED INC COM 86272C103 4,228 46,000 SH   SOLE   46,000 0 0
SYNNEX CORP COM 87162W100 4,869 42,400 SH   SOLE   42,400 0 0
TRAVEL PLUS LEISURE CO COM 894164102 11,009 180,000 SH   SOLE   180,000 0 0
TRIPADVISOR INC COM 896945201 9,951 185,000 SH   SOLE   185,000 0 0
TWITTER INC COM 90184L102 6,363 100,000 SH   SOLE   100,000 0 0
TYSON FOODS INC CL A 902494103 3,938 53,000 SH   SOLE   53,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,513 21,000 SH   SOLE   21,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 4,050 41,500 SH   SOLE   41,500 0 0
VECTRUS INC COM 92242T101 3,912 73,200 SH   SOLE   73,200 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 34,495 593,199 SH   SOLE   593,199 0 0
VIATRIS INC COM 92556V106 3,353 240,000 SH   SOLE   240,000 0 0
WESTERN UN CO COM 959802109 3,800 154,100 SH   SOLE   154,100 0 0
WHIRLPOOL CORP COM 963320106 11,348 51,500 SH   SOLE   51,500 0 0