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
3M Co COM 88579Y101 24,127 114,501 SH   SOLE None 114,501 0 0
Apple Inc COM 037833100 1,311 5,809 SH   SOLE None 5,809 0 0
Bank New York Mellon Corp COM 064058100 24,639 483,203 SH   SOLE None 483,203 0 0
Borgwarner Inc COM 099724106 33,669 787,032 SH   SOLE None 787,032 0 0
Canadian Pac Ry Ltd COM 13645T100 29,745 140,347 SH   SOLE None 140,347 0 0
Caterpillar Inc Del COM 149123101 30,175 197,883 SH   SOLE None 197,883 0 0
Chevron Corp New COM 166764100 24,442 199,885 SH   SOLE None 199,885 0 0
Cisco Sys Inc COM 17275R102 38,885 799,275 SH   SOLE None 799,275 0 0
Citigroup Inc COM NEW 172967424 35,258 491,463 SH   SOLE None 491,463 0 0
Coherent Inc. COM 192479103 18,915 109,852 SH   SOLE None 109,852 0 0
Corning Inc COM 219350105 60,524 1,714,572 SH   SOLE None 1,714,572 0 0
Fedex Corp COM 31428X106 46,287 192,229 SH   SOLE None 192,229 0 0
Goldcorp Inc New COM 380956409 6,748 661,587 SH   SOLE None 661,587 0 0
Honeywell Intl Inc COM 348516106 391 2,350 SH   SOLE None 2,350 0 0
Ingersoll-Rand plc SHS G47791101 15,698 153,452 SH   SOLE None 153,452 0 0
International Business Machs COM 459200101 35,020 231,597 SH   SOLE None 231,597 0 0
Kroger Co COM 501044101 53,430 1,835,438 SH   SOLE None 1,835,438 0 0
Las Vegas Sands Corp COM 517834107 21,136 356,243 SH   SOLE None 356,243 0 0
Newell Brands Inc COM 651229106 25,186 1,240,700 SH   SOLE None 1,240,700 0 0
Nutrien Ltd COM 67077M108 41,198 713,996 SH   SOLE None 713,996 0 0
Parker Hannifin Corp COM 701094104 27,362 148,763 SH   SOLE None 148,763 0 0
Popular Inc COM NEW 733174700 27,211 530,939 SH   SOLE None 530,939 0 0
Qualcomm Inc COM 747525103 45,211 627,673 SH   SOLE None 627,673 0 0
Rio Tinto plc SPONSORED ADR 767204100 37,078 726,725 SH   SOLE None 726,725 0 0
Sony Corp SPONSORED ADR 835699307 71,836 1,184,442 SH   SOLE None 1,184,442 0 0
Terex Corp New COM 880779103 27,508 689,241 SH   SOLE None 689,241 0 0
Tractor Supply Co COM 892356106 34,525 379,900 SH   SOLE None 379,900 0 0