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
SIGNET JEWELERS LTD SHS G81276100 2,690 99,034 SH   SOLE   99,034 0 0
LYONDELLBASELL INDUSTRIES NV SHS N53745100 3,156 37,541 SH   SOLE   37,541 0 0
NIELSEN HOLDINGS PLC SHS G6518L908 2,761 116,633 SH   SOLE   116,633 0 0
BED BATH & BEYOND INC COM 075896100 3,812 224,395 SH   SOLE   224,395 0 0
CAMPBELL SOUP CO COM 134429109 3,496 91,677 SH   SOLE   91,677 0 0
CHEVRON CORP COM 166764100 4,005 32,513 SH   SOLE   32,513 0 0
CISCO SYSTEMS INC COM 17275R102 4,894 90,638 SH   SOLE   90,638 0 0
COCA-COLA CO COM 191216100 4,116 87,840 SH   SOLE   87,840 0 0
CVS HEALTH CORP COM 126650100 3,202 59,374 SH   SOLE   59,374 0 0
EXXON MOBIL CORP COM 30231G102 4,038 49,972 SH   SOLE   49,972 0 0
GAMESTOP CORP CLA 36467W109 2,887 284,190 SH   SOLE   284,190 0 0
GAP INC COM 364760108 3,407 130,126 SH   SOLE   130,126 0 0
GENERAL MILLS INC COM 370334104 4,489 86,751 SH   SOLE   86,751 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 3,507 24,857 SH   SOLE   24,857 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100 3,453 164,347 SH   SOLE   164,347 0 0
JPMORGAN CHASE & CO COM 46625H100 3,609 35,648 SH   SOLE   35,648 0 0
KELLOGG CO COM 487836108 3,528 61,488 SH   SOLE   61,488 0 0
KIMBERLY-CLARK CORP COM 494368103 4,552 36,742 SH   SOLE   36,742 0 0
KRAFT HEINZ CO COM 500754106 2,094 64,136 SH   SOLE   64,136 0 0
L BRANDS INC COM 501797104 2,975 107,850 SH   SOLE   107,850 0 0
MACY'S INC COM 55616P104 3,281 136,557 SH   SOLE   136,557 0 0
MERCK & CO INC COM 58933Y105 5,565 66,917 SH   SOLE   66,917 0 0
PFIZER INC COM 717081103 4,563 107,439 SH   SOLE   107,439 0 0
PHILIP MORRIS INTERNATIONAL INC COM 718172109 3,370 38,123 SH   SOLE   38,123 0 0
PITNEY BOWES INC COM 724479100 2,499 363,730 SH   SOLE   363,730 0 0
PROCTER & GAMBLE CO COM 742718109 5,195 49,927 SH   SOLE   49,927 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001A102 3,392 68,741 SH   SOLE   68,741 0 0
TUPPERWARE BRANDS CORP COM 899896104 2,365 92,453 SH   SOLE   92,453 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,796 81,105 SH   SOLE   81,105 0 0
WILLIAMS-SONOMA INC COM 969904101 4,561 81,053 SH   SOLE   81,053 0 0