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
ADVANCEPIERRE FOODS HLDGS IN COM 00782L107 4,442 161,168 SH   SOLE   161,168 0 0
ALTRIA GROUP INC COM 02209S103 2,475 39,142 SH   SOLE   39,142 0 0
CALATLANTIC GROUP INC COM 128195104 16,024 479,201 SH   SOLE   479,201 0 0
CHESAPEAKE ENERGY CORP COM 165167107 31,350 5,000,000 SH   SOLE   5,000,000 0 0
CME GROUP INC COM 12572Q105 3,136 30,000 SH   SOLE   30,000 0 0
CSX CORP COM 126408103 1,007 33,003 SH   SOLE   33,003 0 0
CUMMINS INC COM 231021106 457 3,569 SH   SOLE   3,569 0 0
D R HORTON INC COM 23331A109 61,148 2,024,764 SH   SOLE   2,024,764 0 0
DBX ETF TR XTRAK MSCI EAFE 233051200 2,061 78,140 SH   SOLE   78,140 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 110 2,805 SH   SOLE   2,805 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 98,400 250,000 SH Call SOLE   250,000 0 0
DTE ENERGY CO COM 233331107 22,387 238,994 SH   SOLE   238,994 0 0
EATON CORP PLC SHS G29183103 449 6,833 SH   SOLE   6,833 0 0
EMERSON ELEC CO COM 291011104 456 8,373 SH   SOLE   8,373 0 0
FASTENAL CO COM 311900104 451 10,795 SH   SOLE   10,795 0 0
FIRST HAWAIIAN INC COM 32051X108 5,426 202,000 SH   SOLE   202,000 0 0
GOLDMAN SACHS BDC INC SHS 38147U107 381 17,511 SH   SOLE   17,511 0 0
GRAINGER W W INC COM 384802104 452 2,012 SH   SOLE   2,012 0 0
GREAT PLAINS ENERGY INC COM 391164100 54,580 2,000,000 SH   SOLE   2,000,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 452 14,127 SH   SOLE   14,127 0 0
HOME DEPOT INC COM 437076102 2,517 19,564 SH   SOLE   19,564 0 0
INGERSOLL-RAND PLC SHS G47791101 444 6,537 SH   SOLE   6,537 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,450 15,537 SH   SOLE   15,537 0 0
KB HOME COM 48666K109 9,108 565,030 SH   SOLE   565,030 0 0
KNIGHT TRANSN INC COM 499064103 440 15,335 SH   SOLE   15,335 0 0
LENNAR CORP CL A 526057104 45,680 1,078,880 SH   SOLE   1,078,880 0 0
LOWES COS INC COM 548661107 2,495 34,554 SH   SOLE   34,554 0 0
M D C HLDGS INC COM 552676108 6,258 242,570 SH   SOLE   242,570 0 0
M/I HOMES INC COM 55305B101 3,590 152,295 SH   SOLE   152,295 0 0
MERITAGE HOMES CORP COM 59001A102 7,939 228,785 SH   SOLE   228,785 0 0
NORFOLK SOUTHERN CORP COM 655844108 1,009 10,399 SH   SOLE   10,399 0 0
NVR INC COM 62944T105 38,829 23,678 SH   SOLE   23,678 0 0
PARKER HANNIFIN CORP COM 701094104 444 3,536 SH   SOLE   3,536 0 0
PATHEON N V SHS N6865W105 7,733 261,000 SH   SOLE   261,000 0 0
PULTE GROUP INC COM 745867101 39,906 1,991,309 SH   SOLE   1,991,309 0 0
ROCKWELL AUTOMATION INC COM 773903109 459 3,748 SH   SOLE   3,748 0 0
ROPER TECHNOLOGIES INC COM 776696106 440 2,413 SH   SOLE   2,413 0 0
SOUTHWEST AIRLS CO COM 844741108 111 2,860 SH   SOLE   2,860 0 0
SOUTHWEST AIRLS CO COM 844741108 58,335 150,000 SH Call SOLE   150,000 0 0
SWIFT TRANSN CO CL A 87074U101 441 20,549 SH   SOLE   20,549 0 0
TIMKEN CO COM 887389104 447 12,718 SH   SOLE   12,718 0 0
TOLL BROTHERS INC COM 889478103 30,032 1,005,774 SH   SOLE   1,005,774 0 0
TOPBUILD CORP COM 89055F103 7,879 237,309 SH   SOLE   237,309 0 0
TRI POINTE GROUP INC COM 87265H109 11,900 902,892 SH   SOLE   902,892 0 0
UNION PAC CORP COM 907818108 1,001 10,261 SH   SOLE   10,261 0 0
UNITED RENTALS INC COM 911363109 461 5,871 SH   SOLE   5,871 0 0
UNITED TECHNOLOGIES CORP COM 913017109 438 4,310 SH   SOLE   4,310 0 0
US FOODS HLDG CORP COM 912008109 1,310 55,500 SH   SOLE   55,500 0 0
VALVOLINE INC COM 92047W101 6,460 275,000 SH   SOLE   275,000 0 0
WERNER ENTERPRISES INC COM 950755108 442 18,992 SH   SOLE   18,992 0 0