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 8,462 44,542 SH   SOLE   0 0 44,542
ALLSTATE CORP COM 020002101 13,908 147,337 SH   SOLE   0 0 147,337
COSTCO WHSL CORP NEW COM 22160K105 4,126 17,040 SH   SOLE   0 0 17,040
GILEAD SCIENCES INC COM 375558103 8,742 133,896 SH   SOLE   0 0 133,896
GENERAL MTRS CO COM 37045V100 11,956 320,703 SH   SOLE   0 0 320,703
GOODYEAR TIRE & RUBR CO COM 382550101 9,037 494,157 SH   SOLE   0 0 494,157
INTEL CORP COM 458140100 15,620 290,020 SH   SOLE   0 0 290,020
JETBLUE AWYS CORP COM 477143101 8,696 529,151 SH   SOLE   0 0 529,151
JPMORGAN CHASE & CO COM 46625H100 15,631 153,142 SH   SOLE   0 0 153,142
KOHLS CORP COM 500255104 15,025 217,453 SH   SOLE   0 0 217,453
MICROSOFT CORP COM 594918104 30,679 260,132 SH   SOLE   0 0 260,132
NUCOR CORP COM 670346105 12,215 208,301 SH   SOLE   0 0 208,301
PACCAR INC COM 693718108 11,936 174,633 SH   SOLE   0 0 174,633
PRECISION DRILLING CORP COM 74022D308 1,441 596,567 SH   SOLE   0 0 596,567
PULTE GROUP INC COM 745867101 13,885 498,376 SH   SOLE   0 0 498,376
SYNCHRONY FINL COM 87165B103 13,392 417,539 SH   SOLE   0 0 417,539
TYSON FOODS INC CL A 902494103 13,465 194,001 SH   SOLE   0 0 194,001
US BANCORP DEL COM NEW 902973304 4,284 88,911 SH   SOLE   0 0 88,911
VALERO ENERGY CORP COM 91913Y100 16,118 189,470 SH   SOLE   0 0 189,470
VISHAY INTERTECHNOLOGY INC COM 928298108 11,162 600,296 SH   SOLE   0 0 600,296