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
3M CO COM 88579Y101 1,993 11,495 SH   SOLE   0 0 11,495
ABBVIE INC COM 00287Y109 2,719 37,389 SH   SOLE   0 0 37,389
ALPHABET INC CAP STK CL C 02079K107 3,678 3,403 SH   SOLE   0 0 3,403
AMGEN INC COM 031162100 3,062 16,616 SH   SOLE   0 0 16,616
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 1,521 85,400 SH   SOLE   0 0 85,400
APOLLO SR FLOATING RATE FD I COM 037636107 929 62,133 SH   SOLE   0 0 62,133
APPLE INC COM 037833100 2,749 13,888 SH   SOLE   0 0 13,888
APPLIED MATLS INC COM 038222105 2,429 54,078 SH   SOLE   0 0 54,078
AT&T INC COM 00206R102 2,428 72,455 SH   SOLE   0 0 72,455
BARINGS CORPORATE INVS COM 06759X107 1,910 122,050 SH   SOLE   0 0 122,050
BARINGS PARTN INVS SH BEN INT 06761A103 1,201 73,665 SH   SOLE   0 0 73,665
BEST BUY INC COM 086516101 1,388 19,911 SH   SOLE   0 0 19,911
BHP GROUP LTD SPONSORED ADS 088606108 3,579 61,597 SH   SOLE   0 0 61,597
BIOGEN INC COM 09062X103 1,625 6,947 SH   SOLE   0 0 6,947
BRISTOL MYERS SQUIBB CO COM 110122108 1,846 40,707 SH   SOLE   0 0 40,707
CARPENTER TECHNOLOGY CORP COM 144285103 1,154 24,058 SH   SOLE   0 0 24,058
CATERPILLAR INC DEL COM 149123101 2,402 17,623 SH   SOLE   0 0 17,623
CITIGROUP INC COM NEW 172967424 3,304 47,185 SH   SOLE   0 0 47,185
CUMMINS INC COM 231021106 3,086 18,014 SH   SOLE   0 0 18,014
DELTA AIR LINES INC DEL COM NEW 247361702 1,721 30,333 SH   SOLE   0 0 30,333
DEVON ENERGY CORP NEW COM 25179M103 1,209 42,395 SH   SOLE   0 0 42,395
DISCOVER FINL SVCS COM 254709108 3,201 41,254 SH   SOLE   0 0 41,254
GENERAL MTRS CO COM 37045V100 3,720 96,561 SH   SOLE   0 0 96,561
GENTEX CORP COM 371901109 3,691 149,969 SH   SOLE   0 0 149,969
GOODYEAR TIRE & RUBR CO COM 382550101 2,292 149,808 SH   SOLE   0 0 149,808
GRAPHIC PACKAGING HLDG CO COM 388689101 2,192 156,793 SH   SOLE   0 0 156,793
HOME DEPOT INC COM 437076102 2,720 13,081 SH   SOLE   0 0 13,081
INTEL CORP COM 458140100 3,219 67,234 SH   SOLE   0 0 67,234
INTL PAPER CO COM 460146103 1,939 44,754 SH   SOLE   0 0 44,754
LA Z BOY INC COM 505336107 2,643 86,188 SH   SOLE   0 0 86,188
LOWES COS INC COM 548661107 3,611 35,784 SH   SOLE   0 0 35,784
MAGNA INTL INC COM 559222401 1,918 38,594 SH   SOLE   0 0 38,594
MARATHON OIL CORP COM 565849106 3,334 234,650 SH   SOLE   0 0 234,650
NUCOR CORP COM 670346105 1,618 29,371 SH   SOLE   0 0 29,371
ORACLE CORP COM 68389X105 3,170 55,652 SH   SOLE   0 0 55,652
PACCAR INC COM 693718108 1,039 14,500 SH   SOLE   0 0 14,500
PFIZER INC COM 717081103 3,685 85,071 SH   SOLE   0 0 85,071
RIO TINTO PLC SPONSORED ADR 767204100 1,552 24,900 SH   SOLE   0 0 24,900
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 3,054 46,932 SH   SOLE   0 0 46,932
SKYWORKS SOLUTIONS INC COM 83088M102 2,103 27,223 SH   SOLE   0 0 27,223
SOUTHWEST AIRLS CO COM 844741108 2,181 42,958 SH   SOLE   0 0 42,958
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,976 50,445 SH   SOLE   0 0 50,445
TJX COS INC NEW COM 872540109 3,151 59,587 SH   SOLE   0 0 59,587
TRACTOR SUPPLY CO COM 892356106 2,201 20,231 SH   SOLE   0 0 20,231
TRINSEO S A SHS L9340P101 1,417 33,466 SH   SOLE   0 0 33,466
TUPPERWARE BRANDS CORP COM 899896104 1,166 61,297 SH   SOLE   0 0 61,297
UNION PACIFIC CORP COM 907818108 1,885 11,148 SH   SOLE   0 0 11,148
UNITED PARCEL SERVICE INC CL B 911312106 200 1,937 SH   SOLE   0 0 1,937
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,715 21,254 SH   SOLE   0 0 21,254
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,374 15,296 SH   SOLE   0 0 15,296
VERIZON COMMUNICATIONS INC COM 92343V104 3,208 56,155 SH   SOLE   0 0 56,155
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,069 37,840 SH   SOLE   0 0 37,840
WHIRLPOOL CORP COM 963320106 1,934 13,588 SH   SOLE   0 0 13,588