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
PULTE GROUP INC COM 745867101 23,427 506,095 SH   SOLE 0 0 0 506,095
NUCOR CORP COM 670346105 10,337 230,425 SH   SOLE 0 0 0 230,425
APPLE INC COM 037833100 241 2,082 SH   SOLE 0 0 0 2,082
SYNCHRONY FINANCIAL COM 87165B103 14,168 541,376 SH   SOLE 0 0 0 541,376
INTEL CORP COM 458140100 17,056 329,403 SH   SOLE 0 0 0 329,403
FEDEX CORP COM 31428X106 17,250 68,583 SH   SOLE 0 0 0 68,583
JPMORGAN CHASE & CO COM 46625H100 15,583 161,869 SH   SOLE 0 0 0 161,869
ISHARES TR FLTG RATE NT ETF 46429B655 7,955 156,832 SH   SOLE 0 0 0 156,832
LEIDOS HOLDINGS INC COM 525327102 205 2,297 SH   SOLE 0 0 0 2,297
TAPESTRY INC COM 876030107 13,302 851,038 SH   SOLE 0 0 0 851,038
KOHLS CORP COM 500255104 7,018 378,748 SH   SOLE 0 0 0 378,748
WELLS FARGO CO NEW COM 949746101 11,906 506,437 SH   SOLE 0 0 0 506,437
TYSON FOODS INC CL A 902494103 13,898 233,659 SH   SOLE 0 0 0 233,659
ALLSTATE CORP COM 020002101 14,911 158,396 SH   SOLE 0 0 0 158,396
MOLSON COORS BEVERAGE CO CL B 60871R209 10,557 314,583 SH   SOLE 0 0 0 314,583
GENERAL MTRS CO COM 37045V100 12,389 418,688 SH   SOLE 0 0 0 418,688
VALERO ENERGY CORP COM 91913Y100 9,470 218,617 SH   SOLE 0 0 0 218,617
MEDICAL PPTYS TRUST INC COM 58463J304 8,782 498,153 SH   SOLE 0 0 0 498,153
MOHAWK INDS INC COM 608190104 6,096 62,466 SH   SOLE 0 0 0 62,466
KRAFT HEINZ CO COM 500754106 14,676 490,006 SH   SOLE 0 0 0 490,006