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
ADVANCED MICRO DEVICES INC COM 007903107 778 17,105 SH   SOLE   0 0 17,105
ALPHABET INC CAP STK CL C 02079K107 886 762 SH   SOLE   0 0 762
AMGEN INC COM 031162100 1,098 5,418 SH   SOLE   0 0 5,418
APPLE INC COM 037833100 5,334 20,977 SH   SOLE   0 0 20,977
AT&T INC COM 00206R102 814 27,925 SH   SOLE   0 0 27,925
BOEING CO COM 097023105 445 2,985 SH   SOLE   0 0 2,985
BORGWARNER INC COM 099724106 487 20,000 SH   SOLE   0 0 20,000
BRISTOL-MYERS SQUIBB CO COM 110122108 527 9,450 SH   SOLE   0 0 9,450
CATERPILLAR INC DEL COM 149123101 1,102 9,495 SH   SOLE   0 0 9,495
CIGNA CORP NEW COM 125523100 593 3,345 SH   SOLE   0 0 3,345
CISCO SYS INC COM 17275R102 1,275 32,446 SH   SOLE   0 0 32,446
CITIZENS FINANCIAL GROUP INC COM 174610105 437 23,250 SH   SOLE   0 0 23,250
CONSTELLATION BRANDS INC CL A 21036P108 788 5,498 SH   SOLE   0 0 5,498
CRACKER BARREL OLD CTRY STOR COM 22410J106 441 5,300 SH   SOLE   0 0 5,300
CVS HEALTH CORP COM 126650100 248 4,182 SH   SOLE   0 0 4,182
DARDEN RESTAURANTS INC COM 237194105 252 4,635 SH   SOLE   0 0 4,635
DELEK US HLDGS INC NEW COM 24665A103 285 18,100 SH   SOLE   0 0 18,100
DISCOVER FINL SVCS COM 254709108 489 13,705 SH   SOLE   0 0 13,705
DOLLAR GEN CORP NEW COM 256677105 1,166 7,720 SH   SOLE   0 0 7,720
DOW INC COM 260557103 650 22,233 SH   SOLE   0 0 22,233
EATON CORP PLC SHS G29183103 808 10,394 SH   SOLE   0 0 10,394
EDWARDS LIFESCIENCES CORP COM 28176E108 866 4,590 SH   SOLE   0 0 4,590
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 74 37,075 SH   SOLE   0 0 37,075
FACEBOOK INC CL A 30303M102 828 4,967 SH   SOLE   0 0 4,967
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 101 14,000 SH   SOLE   0 0 14,000
FOX CORP CL B COM 35137L204 430 18,800 SH   SOLE   0 0 18,800
HILL ROM HLDGS INC COM 431475102 521 5,175 SH   SOLE   0 0 5,175
HOME DEPOT INC COM 437076102 1,255 6,722 SH   SOLE   0 0 6,722
HOST HOTELS & RESORTS INC COM 44107P104 561 50,800 SH   SOLE   0 0 50,800
HUNT J B TRANS SVCS INC COM 445658107 415 4,500 SH   SOLE   0 0 4,500
HUNTINGTON BANCSHARES INC COM 446150104 557 67,885 SH   SOLE   0 0 67,885
INGERSOLL RAND INC COM 45687V106 205 8,255 SH   SOLE   0 0 8,255
IRON MTN INC NEW COM 46284V101 454 19,065 SH   SOLE   0 0 19,065
KINDER MORGAN INC DEL COM 49456B101 613 44,054 SH   SOLE   0 0 44,054
KOHLS CORP COM 500255104 247 16,915 SH   SOLE   0 0 16,915
LILLY ELI & CO COM 532457108 2,915 21,010 SH   SOLE   0 0 21,010
LOWES COS INC COM 548661107 409 4,750 SH   SOLE   0 0 4,750
LUMENTUM HLDGS INC COM 55024U109 596 8,085 SH   SOLE   0 0 8,085
MARTIN MARIETTA MATLS INC COM 573284106 332 1,756 SH   SOLE   0 0 1,756
MASTERCARD INC CL A 57636Q104 934 3,866 SH   SOLE   0 0 3,866
MEDICAL PPTYS TRUST INC COM 58463J304 813 47,050 SH   SOLE   0 0 47,050
MICROSOFT CORP COM 594918104 5,329 33,790 SH   SOLE   0 0 33,790
MOTOROLA SOLUTIONS INC COM NEW 620076307 732 5,509 SH   SOLE   0 0 5,509
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 325 64,825 SH   SOLE   0 0 64,825
NIKE INC CL B 654106103 1,198 14,475 SH   SOLE   0 0 14,475
NXP SEMICONDUCTORS N V COM N6596X109 723 8,720 SH   SOLE   0 0 8,720
ONEOK INC NEW COM 682680103 458 21,009 SH   SOLE   0 0 21,009
ORACLE CORP COM 68389X105 744 15,390 SH   SOLE   0 0 15,390
PACKAGING CORP AMER COM 695156109 794 9,145 SH   SOLE   0 0 9,145
PALO ALTO NETWORKS INC COM 697435105 453 2,765 SH   SOLE   0 0 2,765
PHILLIPS 66 COM 718546104 498 9,285 SH   SOLE   0 0 9,285
PRUDENTIAL FINL INC COM 744320102 578 11,076 SH   SOLE   0 0 11,076
QUALCOMM INC COM 747525103 761 11,243 SH   SOLE   0 0 11,243
RIO TINTO PLC SPONSORED ADR 767204100 1,896 41,620 SH   SOLE   0 0 41,620
SALESFORCE COM INC COM 79466L302 444 3,083 SH   SOLE   0 0 3,083
SIRIUS XM HLDGS INC COM 82968B103 766 155,000 SH   SOLE   0 0 155,000
SKECHERS U S A INC CL A 830566105 243 10,225 SH   SOLE   0 0 10,225
SMITH A O CORP COM 831865209 270 7,140 SH   SOLE   0 0 7,140
SOUTHWEST AIRLS CO COM 844741108 257 7,230 SH   SOLE   0 0 7,230
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,038 21,725 SH   SOLE   0 0 21,725
TJX COS INC NEW COM 872540109 1,136 23,762 SH   SOLE   0 0 23,762
TRACTOR SUPPLY CO COM 892356106 1,313 15,535 SH   SOLE   0 0 15,535
TRANE TECHNOLOGIES PLC SHS G8994E103 787 9,525 SH   SOLE   0 0 9,525
TYSON FOODS INC CL A 902494103 932 16,105 SH   SOLE   0 0 16,105
ULTA BEAUTY INC COM 90384S303 430 2,450 SH   SOLE   0 0 2,450
UNITED PARCEL SERVICE INC CL B 911312106 634 6,785 SH   SOLE   0 0 6,785
UNITEDHEALTH GROUP INC COM 91324P102 1,715 6,878 SH   SOLE   0 0 6,878
VERIZON COMMUNICATIONS INC COM 92343V104 1,385 25,777 SH   SOLE   0 0 25,777
VISA INC COM CL A 92826C839 775 4,810 SH   SOLE   0 0 4,810
WALGREENS BOOTS ALLIANCE INC COM 931427108 349 7,625 SH   SOLE   0 0 7,625
WALMART INC COM 931142103 1,423 12,527 SH   SOLE   0 0 12,527