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
APPLE INC COM 037833100 15,137 90,345 SH   SOLE   0 0 90,345
ALLSTATE CORP COM 020002101 13,045 137,780 SH   SOLE   0 0 137,780
BED BATH & BEYOND INC COM 075896100 4,822 230,587 SH   SOLE   0 0 230,587
GILEAD SCIENCES INC COM 375558103 9,229 123,381 SH   SOLE   0 0 123,381
GENERAL MTRS CO COM 37045V100 10,136 280,338 SH   SOLE   0 0 280,338
GOODYEAR TIRE & RUBR CO COM 382550101 8,815 332,909 SH   SOLE   0 0 332,909
INTEL CORP COM 458140100 13,132 253,978 SH   SOLE   0 0 253,978
JETBLUE AIRWAYS CORP COM 477143101 7,824 387,548 SH   SOLE   0 0 387,548
JPMORGAN CHASE & CO COM 46625H100 15,891 145,084 SH   SOLE   0 0 145,084
KOHLS CORP COM 500255104 11,850 181,329 SH   SOLE   0 0 181,329
LEIDOS HLDGS INC COM 525327902 214 3,286 SH   SOLE   0 0 3,286
NUCOR CORP COM 670346105 8,630 141,791 SH   SOLE   0 0 141,791
PACCAR INC COM 693718108 9,728 147,743 SH   SOLE   0 0 147,743
PRECISION DRILLING CORP COM 74022D308 1,878 686,619 SH   SOLE   0 0 686,619
PULTE GROUP INC COM 745867101 13,314 457,412 SH   SOLE   0 0 457,412
PARKER DRILLING CORP COM 701081101 2,616 4,188,967 SH   SOLE   0 0 4,188,967
TYSON FOODS INC CL A 902494103 11,195 155,783 SH   SOLE   0 0 155,783
VALERO ENERGY CORP COM 91913Y100 16,788 181,721 SH   SOLE   0 0 181,721
VISHAY INTERTECHNOLOGY INC COM 928298108 8,065 435,881 SH   SOLE   0 0 435,881