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 16,069 86,680 SH   SOLE   0 0 86,680
ALLSTATE CORP COM 020002101 12,857 140,823 SH   SOLE   0 0 140,823
GILEAD SCIENCES INC COM 375558103 8,722 123,354 SH   SOLE   0 0 123,354
GENERAL MTRS CO COM 37045V100 11,303 287,828 SH   SOLE   0 0 287,828
GOODYEAR TIRE & RUBR CO COM 382550101 8,189 353,750 SH   SOLE   0 0 353,750
INTEL CORP COM 458140100 13,207 266,830 SH   SOLE   0 0 266,830
JETBLUE AIRWAYS CORP COM 477143101 7,585 400,748 SH   SOLE   0 0 400,748
JPMORGAN CHASE & CO COM 46625H100 15,322 146,985 SH   SOLE   0 0 146,985
KOHLS CORP COM 500255104 13,984 193,298 SH   SOLE   0 0 193,298
NUCOR CORP COM 670346105 9,451 151,189 SH   SOLE   0 0 151,189
PACCAR INC COM 693718108 9,340 152,066 SH   SOLE   0 0 152,066
PRECISION DRILLING CORP COM 74022D308 2,198 669,947 SH   SOLE   0 0 669,947
PULTE GROUP INC COM 745867101 13,388 467,006 SH   SOLE   0 0 467,006
SYNCHRONY FINL COM 87165B103 11,647 349,388 SH   SOLE   0 0 349,388
TYSON FOODS INC CL A 902494103 10,938 159,588 SH   SOLE   0 0 159,588
VALERO ENERGY CORP COM 91913Y100 19,273 174,775 SH   SOLE   0 0 174,775
VISHAY INTERTECHNOLOGY INC COM 928298108 10,264 443,094 SH   SOLE   0 0 443,094