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
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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 23,268 111,985 SH   SOLE   111,985 0 0
Apple Inc COM 037833100 1,103 5,809 SH   SOLE   5,809 0 0
Bank New York Mellon Corp COM 064058100 23,454 465,081 SH   SOLE   465,081 0 0
Boeing Co COM 097023105 12,896 33,810 SH   SOLE   33,810 0 0
Borgwarner Inc COM 099724106 27,866 725,487 SH   SOLE   725,487 0 0
Canadian Pac Ry Ltd COM 13645T100 27,557 133,751 SH   SOLE   133,751 0 0
Caterpillar Inc Del COM 149123101 26,474 195,394 SH   SOLE   195,394 0 0
Chevron Corp New COM 166764100 23,614 191,705 SH   SOLE   191,705 0 0
Cisco Sys Inc COM 17275R102 40,983 759,093 SH   SOLE   759,093 0 0
Citigroup Inc COM NEW 172967424 29,034 466,628 SH   SOLE   466,628 0 0
Coherent Inc. COM 192479103 19,204 135,506 SH   SOLE   135,506 0 0
Corning Inc COM 219350105 52,464 1,585,017 SH   SOLE   1,585,017 0 0
Fedex Corp COM 31428X106 39,207 216,124 SH   SOLE   216,124 0 0
Goldcorp Inc New COM 380956409 23,538 2,057,518 SH   SOLE   2,057,518 0 0
Honeywell Intl Inc COM 438516106 373 2,350 SH   SOLE   2,350 0 0
Ingersoll-Rand plc SHS G47791101 15,076 139,654 SH   SOLE   139,654 0 0
International Business Machs COM 459200101 25,026 177,366 SH   SOLE   177,366 0 0
Kroger Co COM 501044101 38,632 1,570,407 SH   SOLE   1,570,407 0 0
Las Vegas Sands Corp COM 517834107 22,163 363,558 SH   SOLE   363,558 0 0
Newell Brands Inc COM 651229106 17,595 1,146,985 SH   SOLE   1,146,985 0 0
Nutrien Ltd COM 67077M108 35,650 675,701 SH   SOLE   675,701 0 0
Parker Hannifin Corp COM 701094104 24,867 144,894 SH   SOLE   144,894 0 0
Popular Inc COM NEW 733174700 26,270 503,932 SH   SOLE   503,932 0 0
Qualcomm Inc COM 747525103 23,282 408,234 SH   SOLE   408,234 0 0
Rio Tinto plc SPONSORED ADR 767204100 40,392 686,357 SH   SOLE   686,357 0 0
Sony Corp SPONSORED ADR 835699307 23,577 558,171 SH   SOLE   558,171 0 0
Terex Corp New COM 880779103 21,834 679,558 SH   SOLE   679,558 0 0
Tractor Supply Co COM 892356106 34,298 350,834 SH   SOLE   350,834 0 0