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 3,060 37,976 SH   SOLE   0 0 37,976
AMGEN INC COM 031162100 3,180 16,738 SH   SOLE   0 0 16,738
APOLLO SR FLOATING RATE FD I COM 037636107 919 61,982 SH   SOLE   0 0 61,982
APPLE INC COM 037833100 2,643 13,912 SH   SOLE   0 0 13,912
APPLIED MATLS INC COM 038222105 2,151 54,243 SH   SOLE   0 0 54,243
AT&T INC COM 00206R102 1,705 54,360 SH   SOLE   0 0 54,360
BARINGS BDC INC COM 06759L103 1,884 121,879 SH   SOLE   0 0 121,879
BARINGS PARTN INVS SH BEN INT 06761A103 1,129 73,493 SH   SOLE   0 0 73,493
BHP GROUP LTD SPONSORED ADS 088606108 3,374 61,717 SH   SOLE   0 0 61,717
BRISTOL MYERS SQUIBB CO COM 110122108 1,942 40,698 SH   SOLE   0 0 40,698
CARPENTER TECHNOLOGY CORP COM 144285103 1,103 24,058 SH   SOLE   0 0 24,058
CATERPILLAR INC DEL COM 149123101 2,416 17,830 SH   SOLE   0 0 17,830
CITIGROUP INC COM NEW 172967424 2,982 47,923 SH   SOLE   0 0 47,923
CUMMINS INC COM 231021106 2,881 18,251 SH   SOLE   0 0 18,251
DELTA AIR LINES INC DEL COM NEW 247361702 1,585 30,690 SH   SOLE   0 0 30,690
DEVON ENERGY CORP NEW COM 25179M103 1,339 42,428 SH   SOLE   0 0 42,428
DISCOVER FINL SVCS COM 254709108 2,916 40,972 SH   SOLE   0 0 40,972
GENERAL MTRS CO COM 37045V100 3,614 97,414 SH   SOLE   0 0 97,414
GENTEX CORP COM 371901109 3,090 149,426 SH   SOLE   0 0 149,426
GOODYEAR TIRE & RUBR CO COM 382550101 1,446 79,686 SH   SOLE   0 0 79,686
GRAPHIC PACKAGING HLDG CO COM 388689101 1,989 157,463 SH   SOLE   0 0 157,463
HOME DEPOT INC COM 437076102 2,546 13,266 SH   SOLE   0 0 13,266
INTEL CORP CALL 458140900 3,630 67,590 SH   SOLE   0 0 67,590
INTL PAPER CO CALL 460146903 3,316 71,672 SH   SOLE   0 0 71,672
LA Z BOY INC COM 505336107 2,843 86,183 SH   SOLE   0 0 86,183
LOWES COS INC COM 548661107 3,890 35,531 SH   SOLE   0 0 35,531
MAGNA INTL INC COM 559222401 1,886 38,733 SH   SOLE   0 0 38,733
MARATHON OIL CORP COM 565849106 3,901 233,425 SH   SOLE   0 0 233,425
NUCOR CORP COM 670346105 1,728 29,622 SH   SOLE   0 0 29,622
ORACLE CORP COM 68389X105 3,041 56,614 SH   SOLE   0 0 56,614
PFIZER INC COM 717081103 3,614 85,096 SH   SOLE   0 0 85,096
RIO TINTO PLC SPONSORED ADR 767204100 1,476 25,086 SH   SOLE   0 0 25,086
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2,951 47,151 SH   SOLE   0 0 47,151
SKYWORKS SOLUTIONS INC COM 83088M102 2,222 26,940 SH   SOLE   0 0 26,940
SOUTHWEST AIRLS CO COM 844741108 2,243 43,206 SH   SOLE   0 0 43,206
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,083 50,845 SH   SOLE   0 0 50,845
TJX COS INC NEW COM 872540109 3,189 59,940 SH   SOLE   0 0 59,940
TRACTOR SUPPLY CO COM 892356106 4,471 45,735 SH   SOLE   0 0 45,735
TRINSEO S A SHS L9340P101 963 21,266 SH   SOLE   0 0 21,266
TUPPERWARE BRANDS CORP COM 899896104 1,568 61,289 SH   SOLE   0 0 61,289
UNION PACIFIC CORP COM 907818108 3,581 21,416 SH   SOLE   0 0 21,416
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,695 21,252 SH   SOLE   0 0 21,252
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,343 15,460 SH   SOLE   0 0 15,460
VERIZON COMMUNICATIONS INC COM 92343V104 3,405 57,583 SH   SOLE   0 0 57,583
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,407 38,043 SH   SOLE   0 0 38,043
WHIRLPOOL CORP COM 963320106 1,825 13,730 SH   SOLE   0 0 13,730