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
ADTALEM GLOBAL ED INC COM 00737L103 1,088 25,884 SH   SOLE 1 25,884 0 0
AGCO CORP COM 001084102 1,377 19,271 SH   SOLE 1 19,271 0 0
AIRCASTLE LTD COM G0129K104 1,623 69,406 SH   SOLE 1 69,406 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,755 42,354 SH   SOLE 1 42,354 0 0
AMERIGAS PARTNERS L P UNIT L P INT 030975106 1,813 39,219 SH   SOLE 1 39,219 0 0
AMGEN INC COM 031162100 1,655 9,519 SH   SOLE 1 9,519 0 0
ARCONIC INC COM 03965L100 1,657 60,797 SH   SOLE 1 60,797 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 950 18,898 SH   SOLE 1 18,898 0 0
BB&T CORP COM 054937107 3,352 67,427 SH   SOLE 1 67,427 0 0
BORGWARNER INC COM 099724106 769 15,048 SH   SOLE 1 15,048 0 0
BUNGE LIMITED COM G16962105 1,117 16,653 SH   SOLE 1 16,653 0 0
CARS COM INC COM 14575E105 1,542 53,463 SH   SOLE 1 53,463 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 1,716 26,402 SH   SOLE 1 26,402 0 0
CHEVRON CORP NEW COM 166764100 1,313 10,489 SH   SOLE 1 10,489 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 999 61,893 SH   SOLE 1 61,893 0 0
CINCINNATI FINL CORP COM 172062101 817 10,897 SH   SOLE 1 10,897 0 0
CINEMARK HOLDINGS INC COM 17243V102 1,622 46,593 SH   SOLE 1 46,593 0 0
CISCO SYS INC COM 17275R102 1,143 29,840 SH   SOLE 1 29,840 0 0
CNA FINL CORP COM 126117100 736 13,883 SH   SOLE 1 13,883 0 0
COMPASS MINERALS INTL INC COM 20451N101 1,504 20,818 SH   SOLE 1 20,818 0 0
COOPER TIRE & RUBR CO COM 216831107 1,815 51,347 SH   SOLE 1 51,347 0 0
COPA HOLDINGS SA CL A P31076105 1,798 13,411 SH   SOLE 1 13,411 0 0
CORNING INC COM 219350105 3,250 101,595 SH   SOLE 1 101,595 0 0
COTY INC COM CL A 222070203 1,182 59,437 SH   SOLE 1 59,437 0 0
CREE INC COM 225447101 2,323 62,552 SH   SOLE 1 62,552 0 0
CSG SYS INTL INC COM 126349109 779 17,769 SH   SOLE 1 17,769 0 0
CVS HEALTH CORP COM 126650100 940 12,962 SH   SOLE 1 12,962 0 0
DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 541 17,757 SH   SOLE 1 17,757 0 0
DOMTAR CORP COM NEW 257559203 2,279 46,029 SH   SOLE 1 46,029 0 0
DONALDSON INC COM 257651109 764 15,610 SH   SOLE 1 15,610 0 0
EMERSON ELEC CO COM 291011104 2,076 29,788 SH   SOLE 1 29,788 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 1,987 104,566 SH   SOLE 1 104,566 0 0
EXXON MOBIL CORP COM 30231G102 1,976 23,627 SH   SOLE 1 23,627 0 0
F M C CORP COM NEW 302491303 1,644 17,372 SH   SOLE 1 17,372 0 0
FASTENAL CO COM 311900104 3,164 57,849 SH   SOLE 1 57,849 0 0
GENERAL ELECTRIC CO COM 369604103 969 55,548 SH   SOLE 1 55,548 0 0
GENTEX CORP COM 371901109 1,701 81,184 SH   SOLE 1 81,184 0 0
GEO GROUP INC NEW COM 36162J106 1,419 60,140 SH   SOLE 1 60,140 0 0
GERDAU S A SPON ADR REP PFD 373737105 1,088 292,480 SH   SOLE 1 292,480 0 0
HANESBRANDS INC COM 410345102 1,122 53,679 SH   SOLE 1 53,679 0 0
HORMEL FOODS CORP COM 440452100 2,257 62,014 SH   SOLE 1 62,014 0 0
INTEL CORP COM 458140100 2,016 43,675 SH   SOLE 1 43,675 0 0
INTERPUBLIC GROUP COS INC COM 460690100 785 38,953 SH   SOLE 1 38,953 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,500 74,400 SH   SOLE 1 74,400 0 0
IRON MTN INC NEW COM 46284V101 2,686 71,187 SH   SOLE 1 71,187 0 0
ITRON INC COM 465741106 899 13,187 SH   SOLE 1 13,187 0 0
JABIL INC COM 466313103 1,489 56,741 SH   SOLE 1 56,741 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,512 39,687 SH   SOLE 1 39,687 0 0
JUNIPER NETWORKS INC COM 48203R104 2,389 83,816 SH   SOLE 1 83,816 0 0
KAR AUCTION SVCS INC COM 48238T109 1,821 36,051 SH   SOLE 1 36,051 0 0
KIMBERLY CLARK CORP COM 494368103 1,946 16,128 SH   SOLE 1 16,128 0 0
LEAR CORP COM NEW 521865204 1,167 6,608 SH   SOLE 1 6,608 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 1,254 39,517 SH   SOLE 1 39,517 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 1,400 41,404 SH   SOLE 1 41,404 0 0
LKQ CORP COM 501889208 1,783 43,849 SH   SOLE 1 43,849 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,355 12,284 SH   SOLE 1 12,284 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1,461 20,596 SH   SOLE 1 20,596 0 0
MARATHON PETE CORP COM 56585A102 3,211 48,669 SH   SOLE 1 48,669 0 0
MATTEL INC COM 577081102 1,660 107,905 SH   SOLE 1 107,905 0 0
MCDERMOTT INTL INC COM 580037109 1,495 227,136 SH   SOLE 1 227,136 0 0
METLIFE INC COM 59156R108 1,500 29,666 SH   SOLE 1 29,666 0 0
MICROSOFT CORP COM 594918104 1,499 17,520 SH   SOLE 1 17,520 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,538 17,023 SH   SOLE 1 17,023 0 0
NATIONAL FUEL GAS CO N J COM 636180101 2,063 37,569 SH   SOLE 1 37,569 0 0
NEW YORK TIMES CO CL A 650111107 2,172 117,425 SH   SOLE 1 117,425 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 1,961 53,886 SH   SOLE 1 53,886 0 0
NORTHERN TR CORP COM 665859104 1,677 16,788 SH   SOLE 1 16,788 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 1,140 69,723 SH   SOLE 1 69,723 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,161 15,764 SH   SOLE 1 15,764 0 0
OFFICE DEPOT INC COM 676220106 1,198 338,451 SH   SOLE 1 338,451 0 0
OMNICOM GROUP INC COM 681919106 1,715 23,551 SH   SOLE 1 23,551 0 0
PATTERSON COMPANIES INC COM 703395103 1,595 44,149 SH   SOLE 1 44,149 0 0
PEPSICO INC COM 713448108 1,102 9,186 SH   SOLE 1 9,186 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,876 13,005 SH   SOLE 1 13,005 0 0
POLARIS INDS INC COM 731068102 1,375 11,092 SH   SOLE 1 11,092 0 0
PRAXAIR INC COM 74005P104 3,302 21,350 SH   SOLE 1 21,350 0 0
PROSHARES TR PSHS LC COR PLUS 74347R248 2,526 37,835 SH   DFND 1 0 37,835 0
QUALCOMM INC COM 747525103 1,618 25,267 SH   SOLE 1 25,267 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,225 12,437 SH   SOLE 1 12,437 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 809 9,058 SH   SOLE 1 9,058 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,083 30,175 SH   SOLE 1 30,175 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 1,420 75,628 SH   SOLE 1 75,628 0 0
SCHOLASTIC CORP COM 807066105 910 22,676 SH   SOLE 1 22,676 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1,304 3,774 SH   SOLE 1 3,774 0 0
SPECTRA ENERGY PARTNERS LP COM 84756N109 1,546 39,110 SH   SOLE 1 39,110 0 0
STERICYCLE INC COM 858912108 1,734 25,502 SH   SOLE 1 25,502 0 0
TARGET CORP COM 87612E106 1,820 27,895 SH   SOLE 1 27,895 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,642 17,274 SH   SOLE 1 17,274 0 0
TECHNIPFMC PLC COM G87110105 1,223 39,065 SH   SOLE 1 39,065 0 0
TEGNA INC COM 87901J105 2,031 144,212 SH   SOLE 1 144,212 0 0
TERADATA CORP DEL COM 88076W103 2,422 62,986 SH   SOLE 1 62,986 0 0
THOMSON REUTERS CORP COM 884903105 1,412 32,394 SH   SOLE 1 32,394 0 0
TIME INC NEW COM 887228104 2,513 136,190 SH   SOLE 1 136,190 0 0
TRANSMONTAIGNE PARTNERS L P COM UNIT L P 89376V100 1,239 31,395 SH   SOLE 1 31,395 0 0
UNILEVER PLC SPON ADR NEW 904767704 1,882 34,011 SH   SOLE 1 34,011 0 0
UNION PAC CORP COM 907818108 2,534 18,900 SH   SOLE 1 18,900 0 0
UNISYS CORP COM NEW 909214306 550 67,503 SH   SOLE 1 67,503 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,341 19,651 SH   SOLE 1 19,651 0 0
US BANCORP DEL COM NEW 902973304 3,130 58,414 SH   SOLE 1 58,414 0 0
VALERO ENERGY CORP NEW COM 91913Y100 917 9,978 SH   SOLE 1 9,978 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 635 6,223 SH   SOLE 1 6,223 0 0
VAREX IMAGING CORP COM 92214X106 418 10,415 SH   SOLE 1 10,415 0 0
VARIAN MED SYS INC COM 92220P105 1,880 16,913 SH   SOLE 1 16,913 0 0
VENTAS INC COM 92276F100 1,971 32,839 SH   SOLE 1 32,839 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,050 38,734 SH   SOLE 1 38,734 0 0
WAL-MART STORES INC COM 931142103 3,057 30,956 SH   SOLE 1 30,956 0 0
WELLS FARGO CO NEW COM 949746101 1,834 30,236 SH   SOLE 1 30,236 0 0
WERNER ENTERPRISES INC COM 950755108 1,672 43,248 SH   SOLE 1 43,248 0 0
WESBANCO INC COM 950810101 1,385 34,074 SH   SOLE 1 34,074 0 0
WEYERHAEUSER CO COM 962166104 1,591 45,109 SH   SOLE 1 45,109 0 0
WHIRLPOOL CORP COM 963320106 1,371 8,129 SH   SOLE 1 8,129 0 0
WISDOMTREE TR DYNAMIC LNG EQ 97717X313 1,281 39,325 SH   DFND 1 0 39,325 0
WISDOMTREE TR CURRNCY INT EQ 97717X263 2,268 74,260 SH   DFND 1 0 74,260 0