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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTHEM INC COM 036752103   2,145 16,334 SH   SOLE 16,334 0 0
APPLE INC COM 037833100   2,804 29,333 SH   SOLE 29,333 0 0
BED BATH & BEYOND INC COM 075896100   2,049 47,419 SH   SOLE 47,419 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   12,585 58 SH   SOLE 58 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306   2,530 275,607 SH   SOLE 275,607 0 0
BUCKLE INC COM 118440106   2,891 111,249 SH   SOLE 111,249 0 0
CISCO SYS INC COM 17275R102   2,531 88,231 SH   SOLE 88,231 0 0
EXPRESS INC COM 30219E103   1,702 117,273 SH   SOLE 117,273 0 0
FITBIT INC CL A 33812L102   2,597 212,529 SH   SOLE 212,529 0 0
FOSSIL GROUP INC COM 34988V106   2,085 73,077 SH   SOLE 73,077 0 0
GAMESTOP CORP NEW CL A 36467W109   1,668 62,768 SH   SOLE 62,768 0 0
GAP INC DEL COM 364760108   1,915 90,226 SH   SOLE 90,226 0 0
GILEAD SCIENCES INC COM 375558103   2,709 32,469 SH   SOLE 32,469 0 0
GREENBRIER COS INC COM 393657101   2,654 91,104 SH   SOLE 91,104 0 0
INTERDIGITAL INC COM 45867G101   3,266 58,665 SH   SOLE 58,665 0 0
KULICKE & SOFFA INDS INC COM 501242101   3,245 266,606 SH   SOLE 266,606 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   2,043 27,458 SH   SOLE 27,458 0 0
MAGELLAN HEALTH INC COM NEW 559079207   3,078 46,796 SH   SOLE 46,796 0 0
MICHAEL KORS HLDGS LTD SHS G60754101   2,624 53,029 SH   SOLE 53,029 0 0
MICROSOFT CORP COM 594918104   2,268 44,326 SH   SOLE 44,326 0 0
MOLINA HEALTHCARE INC COM 60855R100   2,896 58,031 SH   SOLE 58,031 0 0
NATIONAL OILWELL VARCO INC COM 637071101   2,072 61,569 SH   SOLE 61,569 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108   1,921 75,394 SH   SOLE 75,394 0 0
SANDERSON FARMS INC COM 800013104   1,885 21,751 SH   SOLE 21,751 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101   3,369 54,104 SH   SOLE 54,104 0 0
TRINITY INDS INC COM 896522109   2,878 155,007 SH   SOLE 155,007 0 0
U S SILICA HLDGS INC COM 90346E103   2,191 63,575 SH   SOLE 63,575 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   2,844 26,851 SH   SOLE 26,851 0 0
WABASH NATL CORP COM 929566107   2,389 188,104 SH   SOLE 188,104 0 0
WELLCARE HEALTH PLANS INC COM 94946T106   2,726 25,410 SH   SOLE 25,410 0 0
WESTERN DIGITAL CORP COM 958102105   2,716 57,478 SH   SOLE 57,478 0 0
WESTLAKE CHEM CORP COM 960413102   2,452 57,126 SH   SOLE 57,126 0 0