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
Accenture PLC Ireland SHS Class A G1151C101 3,341 27,869 SH   SOLE NONE 27,869 0 0
Alexander & Baldwin Inc COM 014482103 2,079 46,700 SH   SOLE NONE 46,700 0 0
Anadarko Pete Corp COM 032511107 1,668 26,900 SH   SOLE NONE 26,900 0 0
ANSYS INC COM 03662Q105 2,372 22,199 SH   SOLE NONE 22,199 0 0
AON PLC SHS CL A G0408V102 2,030 17,100 SH   SOLE NONE 17,100 0 0
Alphabet Inc CAP STK CL C 02079K107 3,590 4,327 SH   SOLE NONE 4,327 0 0
Bed Bath & Beyond Inc COM 075896100 1,448 36,700 SH   SOLE NONE 36,700 0 0
Biogen Inc COM 09062X103 1,668 6,100 SH   SOLE NONE 6,100 0 0
Bioverativ COM 09075E100 213 3,913 SH   SOLE NONE 3,913 0 0
Carter Inc COM 146229109 1,176 13,100 SH   SOLE NONE 13,100 0 0
CF Inds Hldgs Inc COM 12525D102 1,291 44,000 SH   SOLE NONE 44,000 0 0
Citigroup Inc COM NEW 172967424 2,644 44,200 SH   SOLE NONE 44,200 0 0
Coach Inc COM 189754104 2,000 48,400 SH   SOLE NONE 48,400 0 0
Compass Minerals Intl Inc COM 20451N101 1,859 27,400 SH   SOLE NONE 27,400 0 0
Corelogic Inc COM 21871D103 1,849 45,400 SH   SOLE NONE 45,400 0 0
Criteo SA SPONS ADS 226718104 4,898 97,969 SH   SOLE NONE 97,969 0 0
Exxon Mobil Corp COM 30231G102 1,148 14,000 SH   SOLE NONE 14,000 0 0
General Electric Co COM 369604103 1,448 48,600 SH   SOLE NONE 48,600 0 0
Gilead Sciences Inc COM 375558103 1,372 20,200 SH   SOLE NONE 20,200 0 0
Grifols ADR SP ADR REP B NVT 398433102 548 29,004 SH   SOLE NONE 29,004 0 0
Harley Davidson Inc COM 412822108 1,394 22,300 SH   SOLE NONE 22,300 0 0
Howard Hughes Corp COM 44267D107 2,193 18,700 SH   SOLE NONE 18,700 0 0
Hubbell Inc Cl B COM 443510201 2,209 18,400 SH   SOLE NONE 18,400 0 0
International Business Machs COM 459200101 1,498 8,600 SH   SOLE NONE 8,600 0 0
ITT Corp New COM 450911201 2,108 51,400 SH   SOLE NONE 51,400 0 0
LIVANOVA PLC SHS G5509L101 2,415 49,294 SH   SOLE NONE 49,294 0 0
NCI Building Systems COM NEW 628852204 1,003 58,500 SH   SOLE NONE 58,500 0 0
Pioneer Nat Res Co COM 723787107 2,309 12,400 SH   SOLE NONE 12,400 0 0
Regions Financial Corp New COM 7591EP100 2,470 170,000 SH   SOLE NONE 170,000 0 0
RPM Intl Inc COM 749685103 2,212 40,200 SH   SOLE NONE 40,200 0 0
Simpson Manufacturing Co Inc COM 829073105 1,892 43,900 SH   SOLE NONE 43,900 0 0
Stanley Black & Decker Inc. COM 854502101 2,976 22,400 SH   SOLE NONE 22,400 0 0
Synchrony Finl COM 87165B103 2,288 66,700 SH   SOLE NONE 66,700 0 0
TE Connectivity Ltd REG SHS H84989104 1,931 25,900 SH   SOLE NONE 25,900 0 0
Thermo Fisher Scientific COM 883556102 4,734 30,818 SH   SOLE NONE 30,818 0 0
Thor Inds Inc COM 885160101 1,106 11,500 SH   SOLE NONE 11,500 0 0
Time Warner Inc COM NEW 887317303 1,925 19,700 SH   SOLE NONE 19,700 0 0
Transcanada Corp COM 89353D107 2,500 40,739 SH   SOLE NONE 40,739 0 0
United Parcel Service Inc Cl B 911312106 1,953 18,200 SH   SOLE NONE 18,200 0 0
United Technologies Corp COM 913017109 2,620 23,351 SH   SOLE NONE 23,351 0 0
Urban Outfitters Inc COM 917047102 1,525 64,200 SH   SOLE NONE 64,200 0 0
VF Corp COM 918204108 2,459 44,728 SH   SOLE NONE 44,728 0 0
VISA Inc COM CL A 92826C839 2,767 31,139 SH   SOLE NONE 31,139 0 0
Wabtec Corp COM 929740108 3,298 42,278 SH   SOLE NONE 42,278 0 0
Weyerhaeuser Co COM 962166104 2,253 66,300 SH   SOLE NONE 66,300 0 0
Xylem Inc COM 98419M100 1,346 26,800 SH   SOLE NONE 26,800 0 0