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 1,886 11,475 SH   SOLE   0 0 11,475
ABBVIE INC COM 00287Y109 2,839 37,489 SH   SOLE   0 0 37,489
ALPHABET INC CAP STK CL C 02079K107 4,148 3,403 SH   SOLE   0 0 3,403
AMGEN INC COM 031162100 3,200 16,539 SH   SOLE   0 0 16,539
APOLLO SR FLOATING RATE FD I COM 037636107 920 62,059 SH   SOLE   0 0 62,059
APPLE INC COM 037833100 3,084 13,770 SH   SOLE   0 0 13,770
APPLIED MATLS INC COM 038222105 2,686 53,819 SH   SOLE   0 0 53,819
AT&T INC COM 00206R102 2,723 71,973 SH   SOLE   0 0 71,973
BARINGS CORPORATE INVS COM 06759X107 1,924 114,107 SH   SOLE   0 0 114,107
BARINGS PARTN INVS SH BEN INT 06761A103 1,231 70,633 SH   SOLE   0 0 70,633
BEST BUY INC COM 086516101 1,357 19,676 SH   SOLE   0 0 19,676
BHP GROUP LTD SPONSORED ADS 088606108 3,032 61,405 SH   SOLE   0 0 61,405
BIOGEN INC COM 09062X103 1,610 6,917 SH   SOLE   0 0 6,917
BRISTOL MYERS SQUIBB CO COM 110122108 2,087 41,151 SH   SOLE   0 0 41,151
CARPENTER TECHNOLOGY CORP COM 144285103 1,243 24,058 SH   SOLE   0 0 24,058
CATERPILLAR INC DEL COM 149123101 2,226 17,626 SH   SOLE   0 0 17,626
CITIGROUP INC COM NEW 172967424 3,246 46,994 SH   SOLE   0 0 46,994
CUMMINS INC COM 231021106 2,911 17,895 SH   SOLE   0 0 17,895
DELTA AIR LINES INC DEL COM NEW 247361702 1,738 30,176 SH   SOLE   0 0 30,176
DEVON ENERGY CORP NEW COM 25179M103 1,016 42,218 SH   SOLE   0 0 42,218
DISCOVER FINL SVCS COM 254709108 3,327 41,026 SH   SOLE   0 0 41,026
EASTMAN CHEMICAL CO COM 277432100 1,314 17,800 SH   SOLE   0 0 17,800
GENERAL MTRS CO COM 37045V100 3,631 96,882 SH   SOLE   0 0 96,882
GENTEX CORP COM 371901109 4,087 148,438 SH   SOLE   0 0 148,438
GOODYEAR TIRE & RUBR CO COM 382550101 2,141 148,666 SH   SOLE   0 0 148,666
GRAPHIC PACKAGING HLDG CO COM 388689101 2,301 156,820 SH   SOLE   0 0 156,820
HOME DEPOT INC COM 437076102 3,017 13,003 SH   SOLE   0 0 13,003
INTEL CORP COM 458140100 3,444 66,843 SH   SOLE   0 0 66,843
INTL PAPER CO COM 460146103 1,854 44,324 SH   SOLE   0 0 44,324
LA Z BOY INC COM 505336107 2,886 85,928 SH   SOLE   0 0 85,928
LILLY ELI & CO COM 532457108 1,443 12,900 SH   SOLE   0 0 12,900
LOWES COS INC COM 548661107 3,902 35,489 SH   SOLE   0 0 35,489
MAGNA INTL INC COM 559222401 2,044 38,318 SH   SOLE   0 0 38,318
MARATHON OIL CORP COM 565849106 2,878 234,552 SH   SOLE   0 0 234,552
MSC INDL DIRECT INC CL A 553530106 1,502 21,045 SH   SOLE   0 0 21,045
NUCOR CORP COM 670346105 1,494 29,351 SH   SOLE   0 0 29,351
ORACLE CORP COM 68389X105 3,042 55,285 SH   SOLE   0 0 55,285
PACCAR INC COM 693718108 1,015 14,500 SH   SOLE   0 0 14,500
PFIZER INC COM 717081103 3,056 85,055 SH   SOLE   0 0 85,055
RIO TINTO PLC SPONSORED ADR 767204100 1,331 25,560 SH   SOLE   0 0 25,560
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2,772 47,104 SH   SOLE   0 0 47,104
SKYWORKS SOLUTIONS INC COM 83088M102 2,148 27,099 SH   SOLE   0 0 27,099
SOUTHWEST AIRLS CO COM 844741108 2,310 42,770 SH   SOLE   0 0 42,770
SUNCOR ENERGY INC NEW COM 867224107 1,282 40,610 SH   SOLE   0 0 40,610
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,342 50,397 SH   SOLE   0 0 50,397
TJX COS INC NEW COM 872540109 3,294 59,093 SH   SOLE   0 0 59,093
TRACTOR SUPPLY CO COM 892356106 1,819 20,113 SH   SOLE   0 0 20,113
TRINSEO S A SHS L9340P101 1,437 33,466 SH   SOLE   0 0 33,466
TUPPERWARE BRANDS CORP COM 899896104 971 61,203 SH   SOLE   0 0 61,203
UNION PACIFIC CORP COM 907818108 1,785 11,020 SH   SOLE   0 0 11,020
UNITED PARCEL SERVICE INC CL B 911312106 218 1,833 SH   SOLE   0 0 1,833
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,348 14,775 SH   SOLE   0 0 14,775
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,710 21,101 SH   SOLE   0 0 21,101
VERIZON COMMUNICATIONS INC COM 92343V104 3,367 55,789 SH   SOLE   0 0 55,789
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,100 37,972 SH   SOLE   0 0 37,972
WHIRLPOOL CORP COM 963320106 2,136 13,491 SH   SOLE   0 0 13,491