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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACI WORLDWIDE INC COM 004498101   424,074 13,800 SH   SOLE   13,800 0 0
AGNICO EAGLE MINES LTD COM 008474108   982,298 18,945 SH   SOLE   18,945 0 0
ALBEMARLE CORP COM 012653101   949,235 4,335 SH   SOLE   4,335 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   501,615 14,202 SH   SOLE   14,202 0 0
ALPHABET INC CAP STK CL C 02079K107   1,332,655 500 SH   SOLE   500 0 0
AMERICAN EXPRESS CO COM 025816109   311,941 1,862 SH   SOLE   1,862 0 0
ANTHEM INC COM 036752103   233,000 625 SH   SOLE   625 0 0
ARISTA NETWORKS INC COM 040413106   515,460 1,500 SH   SOLE   1,500 0 0
AT&T INC COM 00206R102   1,099,253 40,698 SH   SOLE   40,698 0 0
AUTOZONE INC COM 053332102   551,847 325 SH   SOLE   325 0 0
BAXTER INTL INC COM 071813109   586,737 7,295 SH   SOLE   7,295 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   633,778 8,200 SH   SOLE   8,200 0 0
BK OF AMERICA CORP COM 060505104   1,391,936 32,790 SH   SOLE   32,790 0 0
BORGWARNER INC COM 099724106   1,275,775 29,525 SH   SOLE   29,525 0 0
BRINKER INTL INC COM 109641100   500,310 10,200 SH   SOLE   10,200 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,720,368 29,075 SH   SOLE   29,075 0 0
BWX TECHNOLOGIES INC COM 05605H100   522,442 9,700 SH   SOLE   9,700 0 0
CABOT OIL & GAS CORP COM 127097103   587,520 27,000 SH   SOLE   27,000 0 0
CAMPBELL SOUP CO COM 134429109   433,570 10,370 SH   SOLE   10,370 0 0
CERNER CORP COM 156782104   1,181,210 16,750 SH   SOLE   16,750 0 0
CIENA CORP COM NEW 171779309   575,120 11,200 SH   SOLE   11,200 0 0
CISCO SYS INC COM 17275R102   1,286,453 23,635 SH   SOLE   23,635 0 0
CITIGROUP INC COM NEW 172967424   1,597,648 22,765 SH   SOLE   22,765 0 0
CITIZENS FINL GROUP INC COM 174610105   523,827 11,150 SH   SOLE   11,150 0 0
CLOUDERA INC COM 18914U100   282,669 17,700 SH   SOLE   17,700 0 0
CMC MATERIALS INC COM 12571T100   529,889 4,300 SH   SOLE   4,300 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   253,976 2,650 SH   SOLE   2,650 0 0
CONOCOPHILLIPS COM 20825C104   704,808 10,400 SH   SOLE   10,400 0 0
COOPER COS INC COM NEW 216648402   454,641 1,100 SH   SOLE   1,100 0 0
CRANE CO COM 224399105   526,196 5,550 SH   SOLE   5,550 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   378,768 2,400 SH   SOLE   2,400 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   756,811 7,755 SH   SOLE   7,755 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,407,053 20,695 SH   SOLE   20,695 0 0
ENCOMPASS HEALTH CORP COM 29261A100   547,792 7,300 SH   SOLE   7,300 0 0
EXXON MOBIL CORP COM 30231G102   642,314 10,920 SH   SOLE   10,920 0 0
F5 NETWORKS INC COM 315616102   626,157 3,150 SH   SOLE   3,150 0 0
FEDEX CORP COM 31428X106   1,630,421 7,435 SH   SOLE   7,435 0 0
FIFTH THIRD BANCORP COM 316773100   1,167,100 27,500 SH   SOLE   27,500 0 0
FIRST AMERN FINL CORP COM 31847R102   673,853 10,050 SH   SOLE   10,050 0 0
FMC CORP COM NEW 302491303   1,420,096 15,510 SH   SOLE   15,510 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105   264,413 6,920 SH   SOLE   6,920 0 0
HALLIBURTON CO COM 406216101   1,113,322 51,495 SH   SOLE   51,495 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   618,200 8,800 SH   SOLE   8,800 0 0
HUNTSMAN CORP COM 447011107   523,743 17,700 SH   SOLE   17,700 0 0
INGREDION INC COM 457187102   1,676,948 18,840 SH   SOLE   18,840 0 0
INTEL CORP COM 458140100   797,602 14,970 SH   SOLE   14,970 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,080,876 7,780 SH   SOLE   7,780 0 0
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107   291,172 17,270 SH   SOLE   17,270 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   2,973,400 54,418 SH   SOLE   54,418 0 0
ISHARES TR MSCI ACWI EX US 464288240   2,097,823 37,860 SH   SOLE   37,860 0 0
JACK IN THE BOX INC COM 466367109   540,182 5,550 SH   SOLE   5,550 0 0
JOHNSON & JOHNSON COM 478160104   276,165 1,710 SH   SOLE   1,710 0 0
JPMORGAN CHASE & CO COM 46625H100   2,692,700 16,450 SH   SOLE   16,450 0 0
KIRBY CORP COM 497266106   1,067,110 22,250 SH   SOLE   22,250 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   539,633 10,550 SH   SOLE   10,550 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   506,592 1,800 SH   SOLE   1,800 0 0
LAMB WESTON HLDGS INC COM 513272104   429,590 7,000 SH   SOLE   7,000 0 0
LCI INDS COM 50189K103   356,770 2,650 SH   SOLE   2,650 0 0
LOCKHEED MARTIN CORP COM 539830109   898,986 2,605 SH   SOLE   2,605 0 0
LUMENTUM HLDGS INC COM 55024U109   505,417 6,050 SH   SOLE   6,050 0 0
MAXIMUS INC COM 577933104   582,400 7,000 SH   SOLE   7,000 0 0
MCKESSON CORP COM 58155Q103   638,016 3,200 SH   SOLE   3,200 0 0
MDU RES GROUP INC COM 552690109   819,040 27,605 SH   SOLE   27,605 0 0
MEDALLIA INC COM 584021109   247,251 7,300 SH   SOLE   7,300 0 0
MEDTRONIC PLC SHS G5960L103   1,023,483 8,165 SH   SOLE   8,165 0 0
MERCK & CO INC COM 58933Y105   1,726,629 22,988 SH   SOLE   22,988 0 0
MKS INSTRS INC COM 55306N104   528,185 3,500 SH   SOLE   3,500 0 0
MOMENTIVE GLOBAL INC COM 60878Y108   580,160 29,600 SH   SOLE   29,600 0 0
MURPHY USA INC COM 626755102   418,150 2,500 SH   SOLE   2,500 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   623,415 6,500 SH   SOLE   6,500 0 0
NORFOLK SOUTHN CORP COM 655844108   1,434,304 5,995 SH   SOLE   5,995 0 0
NUTANIX INC CL A 67059N108   501,410 13,300 SH   SOLE   13,300 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   379,764 6,300 SH   SOLE   6,300 0 0
OMNICOM GROUP INC COM 681919106   442,006 6,100 SH   SOLE   6,100 0 0
PAN AMERN SILVER CORP COM 697900108   1,539,543 66,160 SH   SOLE   66,160 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,792,845 9,164 SH   SOLE   9,164 0 0
PULTE GROUP INC COM 745867101   459,200 10,000 SH   SOLE   10,000 0 0
PURE STORAGE INC CL A 74624M102   556,036 22,100 SH   SOLE   22,100 0 0
Q2 HLDGS INC COM 74736L109   464,812 5,800 SH   SOLE   5,800 0 0
QUEST DIAGNOSTICS INC COM 74834L100   974,304 6,705 SH   SOLE   6,705 0 0
REALOGY HLDGS CORP COM 75605Y106   456,040 26,000 SH   SOLE   26,000 0 0
SCHLUMBERGER LTD COM STK 806857108   886,977 29,925 SH   SOLE   29,925 0 0
SEALED AIR CORP NEW COM 81211K100   268,471 4,900 SH   SOLE   4,900 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   437,760 8,000 SH   SOLE   8,000 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   6,568,239 19,416 SH   SOLE   19,416 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,198,498 14,444 SH   SOLE   14,444 0 0
SPLUNK INC COM 848637104   615,018 4,250 SH   SOLE   4,250 0 0
SPRINKLR INC CL A 85208T107   175,000 10,000 SH   SOLE   10,000 0 0
STATE STR CORP COM 857477103   506,626 5,980 SH   SOLE   5,980 0 0
STERIS PLC SHS USD G8473T100   541,342 2,650 SH   SOLE   2,650 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   349,040 8,000 SH   SOLE   8,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   308,140 2,000 SH   SOLE   2,000 0 0
TARGET CORP COM 87612E106   1,604,822 7,015 SH   SOLE   7,015 0 0
TRUIST FINL CORP COM 89832Q109   429,377 7,321 SH   SOLE   7,321 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,264,044 3,235 SH   SOLE   3,235 0 0
V F CORP COM 918204108   227,766 3,400 SH   SOLE   3,400 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   306,561 3,012 SH   SOLE   3,012 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   20,501,245 92,323 SH   SOLE   92,323 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,163,422 19,085 SH   SOLE   19,085 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,316,548 24,376 SH   SOLE   24,376 0 0
VIATRIS INC COM 92556V106   268,534 19,818 SH   SOLE   19,818 0 0
VISTEON CORP COM NEW 92839U206   464,871 4,925 SH   SOLE   4,925 0 0
WELLS FARGO CO NEW COM 949746101   371,280 8,000 SH   SOLE   8,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   313,821 1,350 SH   SOLE   1,350 0 0
YEXT INC COM 98585N106   507,666 42,200 SH   SOLE   42,200 0 0
ZIPRECRUITER INC CL A 98980B103   280,195 10,152 SH   SOLE   10,152 0 0