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
ANTHEM INC COM 036752103 2,270 16,334 SH   SOLE 16,334 0 0
APPLE INC COM 037833100 2,405 22,062 SH   SOLE 22,062 0 0
BED BATH & BEYOND INC COM 075896100 2,201 44,342 SH   SOLE 44,342 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 12,380 58 SH   SOLE 58 0 0
BUCKLE INC COM 118440106 2,408 71,084 SH   SOLE 71,084 0 0
CENTENE CORP DEL COM 15135B101 1,935 31,427 SH   SOLE 31,427 0 0
CISCO SYS INC COM 17275R102 2,249 79,000 SH   SOLE 79,000 0 0
COACH INC COM 189754104 1,326 33,068 SH   SOLE 33,068 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 2,105 71,675 SH   SOLE 71,675 0 0
FOSSIL GROUP INC COM 34988V106 2,186 49,222 SH   SOLE 49,222 0 0
GAMESTOP CORP NEW CL A 36467W109 1,995 62,868 SH   SOLE 62,868 0 0
GAP INC DEL COM 364760108 2,431 82,679 SH   SOLE 82,679 0 0
GILEAD SCIENCES INC COM 375558103 2,968 32,312 SH   SOLE 32,312 0 0
INTERDIGITAL INC COM 45867G101 3,265 58,665 SH   SOLE 58,665 0 0
KULICKE & SOFFA INDS INC COM 501242101 3,018 266,606 SH   SOLE 266,606 0 0
LEXMARK INTL INC CL A 529771107 2,383 71,287 SH   SOLE 71,287 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,344 39,080 SH   SOLE 39,080 0 0
MAGELLAN HEALTH INC COM NEW 559079207 3,926 57,796 SH   SOLE 57,796 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,838 49,823 SH   SOLE 49,823 0 0
MICROSOFT CORP COM 594918104 2,448 44,326 SH   SOLE 44,326 0 0
MOLINA HEALTHCARE INC COM 60855R100 3,330 51,635 SH   SOLE 51,635 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,114 35,807 SH   SOLE 35,807 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 2,448 96,394 SH   SOLE 96,394 0 0
QLOGIC CORP COM 747277101 3,727 277,310 SH   SOLE 277,310 0 0
SANDERSON FARMS INC COM 800013104 2,331 25,851 SH   SOLE 25,851 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 4,042 61,704 SH   SOLE 61,704 0 0
TRINITY INDS INC COM 896522109 2,289 125,000 SH   SOLE 125,000 0 0
U S SILICA HLDGS INC COM 90346E103 2,808 123,575 SH   SOLE 123,575 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,671 15,000 SH   SOLE 15,000 0 0
WABASH NATL CORP COM 929566107 3,824 289,667 SH   SOLE 289,667 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 2,902 31,288 SH   SOLE 31,288 0 0
WESTERN DIGITAL CORP COM 958102105 2,621 55,478 SH   SOLE 55,478 0 0
WESTLAKE CHEM CORP COM 960413102 3,013 65,084 SH   SOLE 65,084 0 0