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
Boeing Co COM 097023105 42,907 179,106 SH   SOLE None 179,106 0 0
Borgwarner Inc COM 099724106 46,438 956,686 SH   SOLE None 956,686 0 0
Canadian Pac Ry Ltd COM 13645T100 21,912 284,898 SH   SOLE None 284,898 0 0
Caterpillar Inc COM 149123101 36,891 169,513 SH   SOLE None 169,513 0 0
Cisco Sys Inc COM 17275R102 26,616 502,190 SH   SOLE None 502,190 0 0
Corning Inc COM 219350105 40,366 986,942 SH   SOLE None 986,942 0 0
Crane Co COM 224399105 23,975 259,552 SH   SOLE None 259,552 0 0
Disney Walt Co COM 254687106 28,402 161,588 SH   SOLE None 161,588 0 0
Fedex Corp COM 31428X106 53,476 179,252 SH   SOLE None 179,252 0 0
General Mtrs Co COM 37045V100 48,770 824,241 SH   SOLE None 824,241 0 0
Honeywell Intl Inc COM 438516106 515 2,350 SH   SOLE None 2,350 0 0
International Business Machs COM 459200101 31,602 215,580 SH   SOLE None 215,580 0 0
Las Vegas Sands Corp COM 517834107 26,655 505,888 SH   SOLE None 505,888 0 0
Madison Square Grdn Entertnm CL A 55826T102 16,669 198,515 SH   SOLE None 198,515 0 0
Mosaic Co New COM 61945C103 930 29,139 SH   SOLE None 29,139 0 0
Newell Brands Inc COM 651229106 33,593 1,222,883 SH   SOLE None 1,222,883 0 0
Newmont Corp COM 651639106 37,397 590,046 SH   SOLE None 590,046 0 0
Oracle Corp COM 68389X105 38,792 498,362 SH   SOLE None 498,362 0 0
Orion Engineered Carbons S A COM L72967109 40,403 2,127,605 SH   SOLE None 2,127,605 0 0
Parker-Hannifin Corp COM 701094104 38,501 125,364 SH   SOLE None 125,364 0 0
Popular Inc COM NEW 733174700 32,964 439,227 SH   SOLE None 439,227 0 0
Qualcomm Inc COM 747525103 41,919 293,284 SH   SOLE None 293,284 0 0
Qurate Retail Inc COM SER A 74915M100 20,059 1,532,413 SH   SOLE None 1,532,413 0 0
Simon PPTY Group Inc New COM 828806109 49,433 378,855 SH   SOLE None 378,855 0 0
Sony Corp SPONSORED ADR 835699307 40,285 414,373 SH   SOLE None 414,373 0 0
Sysco Corp COM 871829107 19,857 255,397 SH   SOLE None 255,397 0 0
Terex Corp New COM 880779103 29,983 629,638 SH   SOLE None 629,638 0 0
Unitedhealth Group Inc COM 91324P102 42,894 107,117 SH   SOLE None 107,117 0 0
Vanguard Index FDS S&P 500 ETF SHS 922908363 376 955 SH   SOLE None 955 0 0
Walgreens Boots Alliance Inc COM 931427108 28,456 540,876 SH   SOLE None 540,876 0 0
Westrock Co COM 96145D105 20,589 386,866 SH   SOLE None 386,866 0 0