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
ALLSTATE CORP COM 020002101 14,986 148,016 SH   SOLE   0 0 148,016
COSTCO WHSL CORP NEW COM 22160K105 4,525 17,040 SH   SOLE   0 0 17,040
FEDEX CORP COM 31428X106 7,135 43,042 SH   SOLE   0 0 43,042
GILEAD SCIENCES INC COM 375558103 9,303 137,327 SH   SOLE   0 0 137,327
GENERAL MTRS CO COM 37045V100 12,484 321,941 SH   SOLE   0 0 321,941
GOODYEAR TIRE & RUBR CO COM 382550101 7,964 513,868 SH   SOLE   0 0 513,868
INTEL CORP COM 458140100 14,085 293,455 SH   SOLE   0 0 293,455
JETBLUE AWYS CORP COM 477143101 9,882 531,916 SH   SOLE   0 0 531,916
JPMORGAN CHASE & CO COM 46625H100 16,989 151,730 SH   SOLE   0 0 151,730
KOHLS CORP COM 500255104 10,679 223,798 SH   SOLE   0 0 223,798
MICROSOFT CORP COM 594918104 34,896 260,132 SH   SOLE   0 0 260,132
NUCOR CORP COM 670346105 11,558 210,272 SH   SOLE   0 0 210,272
PACCAR INC COM 693718108 12,538 176,749 SH   SOLE   0 0 176,749
PRECISION DRILLING CORP COM 74022D308 1,079 583,677 SH   SOLE   0 0 583,677
PULTE GROUP INC COM 745867101 15,482 486,876 SH   SOLE   0 0 486,876
SYNCHRONY FINL COM 87165B103 14,086 409,607 SH   SOLE   0 0 409,607
TYSON FOODS INC CL A 902494103 15,106 189,679 SH   SOLE   0 0 189,679
US BANCORP DEL COM NEW 902973304 4,621 88,911 SH   SOLE   0 0 88,911
VALERO ENERGY CORP COM 91913Y100 16,172 190,326 SH   SOLE   0 0 190,326
VISHAY INTERTECHNOLOGY INC COM 928298108 10,065 609,660 SH   SOLE   0 0 609,660