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 6,827 43,627 SH   SOLE   0 0 43,627
ALLSTATE CORP COM 020002101 11,816 144,087 SH   SOLE   0 0 144,087
COSTCO WHSL CORP NEW COM 22160K105 3,442 17,040 SH   SOLE   0 0 17,040
GILEAD SCIENCES INC COM 375558103 7,880 127,143 SH   SOLE   0 0 127,143
GENERAL MTRS CO COM 37045V100 10,564 314,204 SH   SOLE   0 0 314,204
GOODYEAR TIRE & RUBR CO COM 382550101 8,104 400,963 SH   SOLE   0 0 400,963
INTEL CORP COM 458140100 13,515 289,048 SH   SOLE   0 0 289,048
JETBLUE AIRWAYS CORP COM 477143101 8,002 498,953 SH   SOLE   0 0 498,953
JPMORGAN CHASE & CO COM 46625H100 14,570 150,333 SH   SOLE   0 0 150,333
KOHLS CORP COM 500255104 13,842 211,614 SH   SOLE   0 0 211,614
LEIDOS HLDGS INC COM 525327102 144 2,760 SH   SOLE   0 0 2,760
MICROSOFT CORP COM 594918104 26,114 260,132 SH   SOLE   0 0 260,132
NORFOLK SOUTHERN CORP COM 655844108 119 800 SH   SOLE   0 0 800
NUCOR CORP COM 670346105 10,378 200,804 SH   SOLE   0 0 200,804
PACCAR INC COM 693718108 9,901 173,761 SH   SOLE   0 0 173,761
PRECISION DRILLING CORP COM 74022D308 1,082 626,060 SH   SOLE   0 0 626,060
PULTE GROUP INC COM 745867101 12,651 489,509 SH   SOLE   0 0 489,509
SCIENCE APPLICATNS INTL CP N COM 808625107 144 2,306 SH   SOLE   0 0 2,306
SYNCHRONY FINL COM 87165B103 8,931 382,603 SH   SOLE   0 0 382,603
TYSON FOODS INC CL A 902494103 9,446 179,971 SH   SOLE   0 0 179,971
US BANCORP DEL COM NEW 902973304 4,019 88,911 SH   SOLE   0 0 88,911
VALERO ENERGY CORP COM 91913Y100 13,657 185,236 SH   SOLE   0 0 185,236
VISHAY INTERTECHNOLOGY INC COM 928298108 10,426 584,314 SH   SOLE   0 0 584,314