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 3,510 38,070 SH   SOLE   0 0 38,070
AMGEN INC COM 031162100 3,292 16,910 SH   SOLE   0 0 16,910
APOLLO SR FLOATING RATE FD I COM 037636107 872 60,599 SH   SOLE   0 0 60,599
APPLE INC COM 037833100 2,204 13,971 SH   SOLE   0 0 13,971
APPLIED MATLS INC COM 038222105 1,375 41,998 SH   SOLE   0 0 41,998
AT&T INC COM 00206R102 1,511 54,360 SH   SOLE   0 0 54,360
BARINGS BDC INC COM 06759L103 1,781 121,177 SH   SOLE   0 0 121,177
BARINGS PARTN INVS SH BEN INT 06761A103 1,103 73,320 SH   SOLE   0 0 73,320
BHP GROUP LIMITED SPONSORED ADS 088606108 2,979 61,688 SH   SOLE   0 0 61,688
BRISTOL MYERS SQUIBB CO COM 110122108 1,932 37,173 SH   SOLE   0 0 37,173
CARPENTER TECHNOLOGY CORP COM 144285103 857 24,058 SH   SOLE   0 0 24,058
CATERPILLAR INC DEL COM 149123101 1,800 14,168 SH   SOLE   0 0 14,168
CITIGROUP INC COM NEW 172967424 2,502 48,068 SH   SOLE   0 0 48,068
CUMMINS INC COM 231021106 1,785 13,358 SH   SOLE   0 0 13,358
DELTA AIR LINES INC DEL COM NEW 247361702 1,515 30,359 SH   SOLE   0 0 30,359
DEVON ENERGY CORP NEW COM 25179M103 956 42,426 SH   SOLE   0 0 42,426
DISCOVER FINL SVCS COM 254709108 2,419 41,019 SH   SOLE   0 0 41,019
GENERAL MTRS CO COM 37045V100 3,283 98,113 SH   SOLE   0 0 98,113
GENTEX CORP COM 371901109 3,052 151,027 SH   SOLE   0 0 151,027
GOODYEAR TIRE & RUBR CO COM 382550101 1,422 69,686 SH   SOLE   0 0 69,686
GRAPHIC PACKAGING HLDG CO COM 388689101 1,724 162,005 SH   SOLE   0 0 162,005
HOME DEPOT INC COM 437076102 1,804 10,500 SH   SOLE   0 0 10,500
INTEL CORP CALL 458140900 3,533 75,275 SH   SOLE   0 0 75,275
INTL PAPER CO CALL 460146903 2,881 71,394 SH   SOLE   0 0 71,394
LA Z BOY INC COM 505336107 2,429 87,673 SH   SOLE   0 0 87,673
LOWES COS INC COM 548661107 3,324 35,989 SH   SOLE   0 0 35,989
MAGNA INTL INC COM 559222401 1,729 38,036 SH   SOLE   0 0 38,036
MARATHON OIL CORP COM 565849106 3,355 233,974 SH   SOLE   0 0 233,974
NUCOR CORP COM 670346105 1,502 28,988 SH   SOLE   0 0 28,988
ORACLE CORP COM 68389X105 2,564 56,793 SH   SOLE   0 0 56,793
PFIZER INC COM 717081103 3,710 85,000 SH   SOLE   0 0 85,000
RIO TINTO PLC SPONSORED ADR 767204100 1,219 25,142 SH   SOLE   0 0 25,142
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2,731 46,872 SH   SOLE   0 0 46,872
SKYWORKS SOLUTIONS INC COM 83088M102 1,805 26,940 SH   SOLE   0 0 26,940
SOUTHWEST AIRLS CO COM 844741108 2,008 43,203 SH   SOLE   0 0 43,203
SUNTRUST BKS INC COM 867914103 2,486 49,293 SH   SOLE   0 0 49,293
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,642 44,500 SH   SOLE   0 0 44,500
TJX COS INC NEW COM 872540109 2,696 60,249 SH   SOLE   0 0 60,249
TRACTOR SUPPLY CO COM 892356106 3,806 45,614 SH   SOLE   0 0 45,614
TRINSEO S A SHS L9340P101 973 21,266 SH   SOLE   0 0 21,266
TUPPERWARE BRANDS CORP COM 899896104 1,410 44,659 SH   SOLE   0 0 44,659
UNION PAC CORP COM 907818108 2,964 21,444 SH   SOLE   0 0 21,444
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,564 20,062 SH   SOLE   0 0 20,062
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,188 14,336 SH   SOLE   0 0 14,336
VERIZON COMMUNICATIONS INC COM 92343V104 3,222 57,318 SH   SOLE   0 0 57,318
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,585 37,829 SH   SOLE   0 0 37,829
WHIRLPOOL CORP COM 963320106 1,473 13,779 SH   SOLE   0 0 13,779