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
ALLSTATE CORP COM 020002101 88,774 942,700 SH   SOLE   942,700 0 0
APERGY CORP COM 03755L104 87,725 2,136,514 SH   SOLE   2,136,514 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 5,082 180,100 SH   SOLE   180,100 0 0
BRIGHTHOUSE FINL INC COM 10922N103 28,903 796,459 SH   SOLE   796,459 0 0
CARDINAL HEALTH INC COM 14149Y108 22,592 469,200 SH   SOLE   469,200 0 0
HILTON GRAND VACATIONS INC COM 43283X105 24,323 788,416 SH   SOLE   788,416 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 55,240 266,600 SH   SOLE   266,600 0 0
LINCOLN NATL CORP IND COM 534187109 79,291 1,350,784 SH   SOLE   1,350,784 0 0
MAGNA INTL INC COM 559222401 49,192 1,010,300 SH   SOLE   1,010,300 0 0
MARTIN MARIETTA MATLS INC COM 573284106 56,230 279,500 SH   SOLE   279,500 0 0
MERITAGE HOMES CORP COM 59001A102 38,429 859,521 SH   SOLE   859,521 0 0
MOSAIC CO NEW COM 61945C103 40,498 1,482,900 SH   SOLE   1,482,900 0 0
PHILLIPS 66 COM 718546104 86,978 913,922 SH   SOLE   913,922 0 0
PREMIER INC CL A 74051N102 14,131 409,713 SH   SOLE   409,713 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 51,508 640,562 SH   SOLE   640,562 0 0
SNAP ON INC COM 833034101 48,490 309,800 SH   SOLE   309,800 0 0
SYNOVUS FINL CORP COM NEW 87161C501 26,536 772,300 SH   SOLE   772,300 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 37,091 156,495 SH   SOLE   156,495 0 0