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    <nameOfIssuer>CEDAR FAIR L.P.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>150185106</cusip>
    <value>1579</value>
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      <Sole>33390</Sole>
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    <nameOfIssuer>ENTERPRISE PRODUCTS PARTNER LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>293792107</cusip>
    <value>536</value>
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      <sshPrnamt>21778</sshPrnamt>
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      <Sole>21778</Sole>
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      <None>0</None>
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    <nameOfIssuer>MAGELLAN MIDSTREAM PARTNERS LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>559080106</cusip>
    <value>741</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12980</sshPrnamt>
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      <Sole>12980</Sole>
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      <None>0</None>
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    <nameOfIssuer>ASHLAND GLOBAL HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>044186104</cusip>
    <value>10730</value>
    <shrsOrPrnAmt>
      <sshPrnamt>151213</sshPrnamt>
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      <None>0</None>
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    <nameOfIssuer>BHP GROUP LTD.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>088606108</cusip>
    <value>10151</value>
    <shrsOrPrnAmt>
      <sshPrnamt>210210</sshPrnamt>
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      <Sole>210210</Sole>
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      <None>0</None>
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    <nameOfIssuer>LINDE PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G5494J103</cusip>
    <value>254</value>
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      <sshPrnamt>1629</sshPrnamt>
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      <Sole>1629</Sole>
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      <None>0</None>
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    <nameOfIssuer>MURPHY OIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>626717102</cusip>
    <value>201</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8600</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8600</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>BOEING</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>097023105</cusip>
    <value>505</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1565</sshPrnamt>
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    <votingAuthority>
      <Sole>1565</Sole>
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      <None>0</None>
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    <nameOfIssuer>DANAHER</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>235851102</cusip>
    <value>206</value>
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      <sshPrnamt>2000</sshPrnamt>
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    <votingAuthority>
      <Sole>2000</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>EATON CORP.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G29183103</cusip>
    <value>1366</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19896</sshPrnamt>
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    <votingAuthority>
      <Sole>19896</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>KB HOME</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>48666K109</cusip>
    <value>3063</value>
    <shrsOrPrnAmt>
      <sshPrnamt>160392</sshPrnamt>
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    <votingAuthority>
      <Sole>160392</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>LOCKHEED MARTIN CORP.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>539830109</cusip>
    <value>11160</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42620</sshPrnamt>
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      <Sole>42620</Sole>
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      <None>0</None>
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    <nameOfIssuer>MASTEC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>576323109</cusip>
    <value>3198</value>
    <shrsOrPrnAmt>
      <sshPrnamt>78852</sshPrnamt>
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      <Sole>78852</Sole>
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      <None>0</None>
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    <nameOfIssuer>UNITED TECHNOLOGIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>913017109</cusip>
    <value>204</value>
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      <sshPrnamt>1920</sshPrnamt>
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    <votingAuthority>
      <Sole>1920</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ALTICE USA INC. CLASS A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02156K103</cusip>
    <value>2396</value>
    <shrsOrPrnAmt>
      <sshPrnamt>145037</sshPrnamt>
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    <votingAuthority>
      <Sole>145037</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>BOOKING HOLDINGS, INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09857L108</cusip>
    <value>9921</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5760</sshPrnamt>
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    <votingAuthority>
      <Sole>5760</Sole>
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      <None>0</None>
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    <nameOfIssuer>U.S. CONCRETE INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90333L201</cusip>
    <value>1410</value>
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      <sshPrnamt>39960</sshPrnamt>
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    <votingAuthority>
      <Sole>39960</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALTRIA GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02209S103</cusip>
    <value>479</value>
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      <sshPrnamt>9690</sshPrnamt>
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      <Sole>9690</Sole>
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      <None>0</None>
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    <nameOfIssuer>CINEMARK HOLDING INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17243V102</cusip>
    <value>1007</value>
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      <sshPrnamt>28140</sshPrnamt>
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      <Sole>28140</Sole>
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      <None>0</None>
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    <nameOfIssuer>CRACKER BARREL OLD COUNTRY STORE INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22410J106</cusip>
    <value>2439</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15260</sshPrnamt>
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    <votingAuthority>
      <Sole>15260</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>254687106</cusip>
    <value>516</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4710</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>4710</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>580135101</cusip>
    <value>943</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5310</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5310</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CHEVRON  CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>166764100</cusip>
    <value>977</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8980</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8980</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20825C104</cusip>
    <value>7516</value>
    <shrsOrPrnAmt>
      <sshPrnamt>120539</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>120539</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
    <value>631</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9253</sshPrnamt>
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      <Sole>9253</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PHILLIPS 66</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>8324</value>
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      <sshPrnamt>96621</sshPrnamt>
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      <Sole>96621</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>RPC INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>749660106</cusip>
    <value>173</value>
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      <sshPrnamt>17500</sshPrnamt>
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    <votingAuthority>
      <Sole>17500</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ALLSTATE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>020002101</cusip>
    <value>9859</value>
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      <sshPrnamt>119310</sshPrnamt>
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    <votingAuthority>
      <Sole>119310</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>BERKSHIRE HATHAWAY INC CL B</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>084670702</cusip>
    <value>590</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2890</sshPrnamt>
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      <Sole>2890</Sole>
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    <nameOfIssuer>JP MORGAN CHASE &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46625H100</cusip>
    <value>240</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2462</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2462</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MGM GROWTH PROPERTIES LLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55303A105</cusip>
    <value>1281</value>
    <shrsOrPrnAmt>
      <sshPrnamt>48496</sshPrnamt>
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    <votingAuthority>
      <Sole>48496</Sole>
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    </votingAuthority>
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    <nameOfIssuer>PAYPAL HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>70450Y103</cusip>
    <value>9751</value>
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      <sshPrnamt>115954</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>115954</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PROGRESSIVE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>743315103</cusip>
    <value>211</value>
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      <sshPrnamt>3500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3500</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>RAYMOND JAMES FINANCIAL INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>754730109</cusip>
    <value>9277</value>
    <shrsOrPrnAmt>
      <sshPrnamt>124680</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>124680</Sole>
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  <infoTable>
    <nameOfIssuer>VISA INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92826C839</cusip>
    <value>15481</value>
    <shrsOrPrnAmt>
      <sshPrnamt>117330</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>117330</Sole>
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      <None>0</None>
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    <nameOfIssuer>ABBVIE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00287Y109</cusip>
    <value>13392</value>
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      <sshPrnamt>145264</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>145264</Sole>
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    <nameOfIssuer>ALLERGAN PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G0177J108</cusip>
    <value>4302</value>
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    <nameOfIssuer>BOSTON SCIENTIFIC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>101137107</cusip>
    <value>11611</value>
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      <sshPrnamt>328540</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>328540</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>LILLY ELI &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>532457108</cusip>
    <value>1753</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15150</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NOVARTIS AG-ADR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>66987V109</cusip>
    <value>223</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <nameOfIssuer>ALPHABET INC. CLASS A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <sshPrnamt>12005</sshPrnamt>
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    <nameOfIssuer>AMPHENOL CORP.- CL A</nameOfIssuer>
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      <Sole>118711</Sole>
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      <sshPrnamt>29445</sshPrnamt>
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      <Sole>29445</Sole>
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    <nameOfIssuer>FACEBOOK INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30303M102</cusip>
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      <sshPrnamt>89777</sshPrnamt>
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      <Sole>89777</Sole>
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      <sshPrnamt>6100</sshPrnamt>
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    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <sshPrnamt>20510</sshPrnamt>
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    <nameOfIssuer>NVIDIA CORP</nameOfIssuer>
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      <sshPrnamt>41252</sshPrnamt>
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      <Sole>41252</Sole>
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    <nameOfIssuer>SALESFORCE.COM INC.</nameOfIssuer>
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    <cusip>79466L302</cusip>
    <value>15324</value>
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      <sshPrnamt>111881</sshPrnamt>
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    <nameOfIssuer>SEAGATE TECHNOLOGY</nameOfIssuer>
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      <Sole>12936</Sole>
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    <nameOfIssuer>ULTIMATE SOFTWARE GROUP INC.</nameOfIssuer>
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    <value>8652</value>
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      <sshPrnamt>35335</sshPrnamt>
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      <Sole>35335</Sole>
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    <nameOfIssuer>CANADIAN PAC RAILWAY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>254</value>
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    <nameOfIssuer>AMER ELEC POWER CO.</nameOfIssuer>
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    <value>413</value>
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      <sshPrnamt>5520</sshPrnamt>
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    <nameOfIssuer>WEC ENERGY GROUP INC COM</nameOfIssuer>
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    <nameOfIssuer>TJX COMPANIES INC.</nameOfIssuer>
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    <nameOfIssuer>WALGREENS BOOTS ALLIANCE INC.</nameOfIssuer>
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      <Sole>4300</Sole>
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