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
ABBVIE INC COM 00287Y109 3,605 38,119 SH   SOLE   0 0 38,119
AMGEN INC COM 031162100 3,511 16,938 SH   SOLE   0 0 16,938
APOLLO SR FLOATING RATE FD I COM 037636107 1,306 81,718 SH   SOLE   0 0 81,718
APPLE INC COM 037833100 3,160 13,999 SH   SOLE   0 0 13,999
APPLIED MATLS INC COM 038222105 1,884 48,749 SH   SOLE   0 0 48,749
AT&T INC COM 00206R102 1,825 54,359 SH   SOLE   0 0 54,359
BARINGS BDC INC COM 06759L103 1,866 121,782 SH   SOLE   0 0 121,782
BARINGS PARTN INVS SH BEN INT 06761A103 1,099 73,750 SH   SOLE   0 0 73,750
BHP BILLITON LTD SPONSORED ADR 088606108 3,075 61,688 SH   SOLE   0 0 61,688
BRISTOL MYERS SQUIBB CO COM 110122108 2,697 43,444 SH   SOLE   0 0 43,444
CARPENTER TECHNOLOGY CORP COM 144285103 1,418 24,058 SH   SOLE   0 0 24,058
CITIGROUP INC COM NEW 172967424 3,388 47,233 SH   SOLE   0 0 47,233
CUMMINS INC COM 231021106 1,955 13,385 SH   SOLE   0 0 13,385
DELTA AIR LINES INC DEL COM NEW 247361702 1,758 30,406 SH   SOLE   0 0 30,406
DEVON ENERGY CORP NEW COM 25179M103 1,697 42,493 SH   SOLE   0 0 42,493
DISCOVER FINL SVCS COM 254709108 3,141 41,087 SH   SOLE   0 0 41,087
GENERAL MTRS CO COM 37045V100 3,309 98,263 SH   SOLE   0 0 98,263
GENTEX CORP COM 371901109 3,248 151,358 SH   SOLE   0 0 151,358
GOODYEAR TIRE & RUBR CO COM 382550101 1,955 83,576 SH   SOLE   0 0 83,576
GRAPHIC PACKAGING HLDG CO COM 388689101 2,650 189,115 SH   SOLE   0 0 189,115
HOME DEPOT INC COM 437076102 2,137 10,318 SH   SOLE   0 0 10,318
INTEL CORP CALL 458140900 3,546 74,979 SH   SOLE   0 0 74,979
INTL PAPER CO CALL 460146903 3,511 71,436 SH   SOLE   0 0 71,436
LA Z BOY INC COM 505336107 2,770 87,668 SH   SOLE   0 0 87,668
LOWES COS INC COM 548661107 4,138 36,055 SH   SOLE   0 0 36,055
MARATHON OIL CORP COM 565849106 5,451 234,159 SH   SOLE   0 0 234,159
NUCOR CORP COM 670346105 1,843 29,050 SH   SOLE   0 0 29,050
ORACLE CORP COM 68389X105 2,928 56,789 SH   SOLE   0 0 56,789
PFIZER INC COM 717081103 3,754 85,175 SH   SOLE   0 0 85,175
RIO TINTO PLC SPONSORED ADR 767204100 1,283 25,142 SH   SOLE   0 0 25,142
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 3,196 46,910 SH   SOLE   0 0 46,910
SKYWORKS SOLUTIONS INC COM 83088M102 2,444 26,938 SH   SOLE   0 0 26,938
SOUTHWEST AIRLS CO COM 844741108 2,703 43,278 SH   SOLE   0 0 43,278
SUNTRUST BKS INC COM 867914103 3,296 49,341 SH   SOLE   0 0 49,341
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,340 52,990 SH   SOLE   0 0 52,990
TENNECO INC COM 880349105 2,228 52,860 SH   SOLE   0 0 52,860
TJX COS INC NEW COM 872540109 3,380 30,171 SH   SOLE   0 0 30,171
TRACTOR SUPPLY CO COM 892356106 4,154 45,710 SH   SOLE   0 0 45,710
TRINSEO S A SHS L9340P101 2,909 37,151 SH   SOLE   0 0 37,151
TUPPERWARE BRANDS CORP COM 899896104 1,661 49,664 SH   SOLE   0 0 49,664
UNION PAC CORP COM 907818108 3,498 21,481 SH   SOLE   0 0 21,481
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,568 20,059 SH   SOLE   0 0 20,059
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,197 14,329 SH   SOLE   0 0 14,329
VERIZON COMMUNICATIONS INC COM 92343V104 3,065 57,400 SH   SOLE   0 0 57,400
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,759 37,850 SH   SOLE   0 0 37,850
WHIRLPOOL CORP COM 963320106 1,995 16,801 SH   SOLE   0 0 16,801