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

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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
AbbVie Inc Common Stock 00287Y109 2,481 23,000 SH   SOLE None 23,000 0 0
Activision Blizzard Inc Common Stock 00507V109 1,161 15,000 SH   SOLE None 15,000 0 0
Advanced Energy Industries Inc Common Stock 007973100 790 9,000 SH   SOLE None 9,000 0 0
Advanced Micro Devices Inc Common Stock 007903107 1,646 16,000 SH   SOLE None 16,000 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102 1,984 13,400 SH   SOLE None 13,400 0 0
Alphabet Inc CAP STK CL A 02079K305 5,614 2,100 SH   SOLE None 2,100 0 0
Amazon.com Inc Common Stock 023135106 4,271 1,300 SH   SOLE None 1,300 0 0
American Electric Power Co Inc Common Stock 025537101 2,760 34,000 SH   SOLE None 34,000 0 0
Apple Inc Common Stock 037833100 2,830 20,000 SH   SOLE None 20,000 0 0
AT&T Inc Common Stock 00206R102 810 30,000 SH   SOLE None 30,000 0 0
Bristol-Myers Squibb Co Common Stock 110122108 1,657 28,000 SH   SOLE None 28,000 0 0
Builders FirstSource Inc Common Stock 12008R107 1,552 30,000 SH   SOLE None 30,000 0 0
CME Group Inc COM 12572Q105 1,644 8,500 SH   SOLE None 8,500 0 0
Concentrix Corp Common Stock 20602D101 1,239 7,000 SH   SOLE None 7,000 0 0
Corteva Inc Common Stock 22052L104 2,933 69,700 SH   SOLE None 69,700 0 0
Crocs Inc Common Stock 227046109 1,794 12,500 SH   SOLE None 12,500 0 0
CVS Health Corp Common Stock 126650100 2,716 32,000 SH   SOLE None 32,000 0 0
Enbridge Inc Common Stock 29250N105 1,274 32,000 SH   SOLE None 32,000 0 0
Exact Sciences Corp Common Stock 30063P105 477 5,000 SH   SOLE None 5,000 0 0
Facebook Inc CL A 30303M102 4,650 13,700 SH   SOLE None 13,700 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 1,709 56,000 SH   SOLE None 56,000 0 0
HCA Healthcare Inc Common Stock 40412C101 3,884 16,000 SH   SOLE None 16,000 0 0
IDACORP Inc Common Stock 451107106 1,477 14,284 SH   SOLE None 14,284 0 0
Intuitive Surgical Inc Common Stock 46120E602 729 2,200 SH   SOLE None 2,200 0 0
Johnson & Johnson Common Stock 478160104 1,034 6,400 SH   SOLE None 6,400 0 0
Lockheed Martin Corp Common Stock 539830109 2,071 6,000 SH   SOLE None 6,000 0 0
Micron Technology Inc Common Stock 595112103 1,207 17,000 SH   SOLE None 17,000 0 0
Microsoft Corp Common Stock 594918104 5,272 18,700 SH   SOLE None 18,700 0 0
NetEase Inc SPONSORED ADS 64110W102 1,623 19,000 SH   SOLE None 19,000 0 0
Netflix Inc Common Stock 64110L106 3,174 5,200 SH   SOLE None 5,200 0 0
NVIDIA Corp Common Stock 67066G104 2,900 14,000 SH   SOLE None 14,000 0 0
ONEOK Inc COM 682680103 2,146 37,000 SH   SOLE None 37,000 0 0
Pfizer Inc Common Stock 717081103 2,064 48,000 SH   SOLE None 48,000 0 0
S&P Global Inc Common Stock 78409V104 1,275 3,000 SH   SOLE None 3,000 0 0
Seaboard Corp Common Stock 811543107 5,309 1,295 SH   SOLE None 1,295 0 0
Southern Co/The Common Stock 842587107 2,882 46,500 SH   SOLE None 46,500 0 0
Square Inc CL A 852234103 1,559 6,500 SH   SOLE None 6,500 0 0
SYNNEX Corp Common Stock 87162W100 729 7,000 SH   SOLE None 7,000 0 0
TC Energy Corp Common Stock 87807B107 1,731 36,000 SH   SOLE None 36,000 0 0
Texas Instruments Inc Common Stock 882508104 961 5,000 SH   SOLE None 5,000 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 2,285 4,000 SH   SOLE None 4,000 0 0
Titan International Inc Common Stock 88830M102 2,076 289,938 SH   SOLE None 289,938 0 0
TJX Cos Inc/The Common Stock 872540109 1,979 30,000 SH   SOLE None 30,000 0 0
UnitedHealth Group Inc Common Stock 91324P102 2,344 6,000 SH   SOLE None 6,000 0 0
Victoria's Secret & Co Common Stock 926400102 1,160 21,000 SH   SOLE None 21,000 0 0
Visa Inc COM CL A 92826C839 2,562 11,500 SH   SOLE None 11,500 0 0