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
AARONS INC COM PAR $0.50 002535300 1,165 25,000 SH   SOLE 25,000 0 0 0
ADVANCED ENERGY INDS COM 007973100 1,399 21,890 SH   SOLE 21,890 0 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 17,348 58 SH   SOLE 58 0 0 0
BUCKLE INC COM 118440106 1,556 70,249 SH   SOLE 70,249 0 0 0
CENTENE CORP DEL COM 15135B101 4,695 43,936 SH   SOLE 43,936 0 0 0
CIRRUS LOGIC INC COM 172755100 2,411 59,340 SH   SOLE 59,340 0 0 0
CONSOL ENERGY INC NEW COM 20854L108 2,013 69,498 SH   SOLE 69,498 0 0 0
FITBIT INC CL A 33812L102 2,010 394,065 SH   SOLE 394,065 0 0 0
FLUOR CORP NEW COM 343412102 4,487 78,415 SH   SOLE 78,415 0 0 0
GAMESTOP CORP NEW CL A 36467W109 591 46,823 SH   SOLE 46,823 0 0 0
GANNETT CO INC COM 36473H104 2,598 260,354 SH   SOLE 260,354 0 0 0
GILEAD SCIENCES INC COM 375558103 3,656 48,492 SH   SOLE 48,492 0 0 0
HAWAIIAN HOLDINGS INC COM 419879101 3,300 85,266 SH   SOLE 85,266 0 0 0
HP INC COM 40434L105 1,965 89,647 SH   SOLE 89,647 0 0 0
HUMANA INC COM 444859102 4,518 16,805 SH   SOLE 16,805 0 0 0
INTERDIGITAL INC COM 45867G101 3,491 47,434 SH   SOLE 47,434 0 0 0
JUNIPER NETWORKS INC COM 48203R104 3,247 133,450 SH   SOLE 133,450 0 0 0
KULICKE & SOFFA INDS INC COM 501242101 4,014 160,480 SH   SOLE 160,480 0 0 0
LAM RESEARCH CORP COM 512807108 1,828 9,000 SH   SOLE 9,000 0 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,790 35,864 SH   SOLE 35,864 0 0 0
MAGNA INTL INC COM 559222401 2,946 52,274 SH   SOLE 52,274 0 0 0
MICRON TECHNOLOGY INC COM 595112103 1,408 27,000 SH   SOLE 27,000 0 0 0
MOLINA HEALTHCARE INC COM 60855R100 4,931 60,746 SH   SOLE 60,746 0 0 0
MYRIAD GENETICS INC COM 62855J104 889 30,097 SH   SOLE 30,097 0 0 0
NORDSTROM INC COM 655664100 1,832 37,848 SH   SOLE 37,848 0 0 0
NUTRI SYS INC NEW COM 67069D108 1,737 64,438 SH   SOLE 64,438 0 0 0
STURM RUGER & CO INC COM 864159108 2,889 55,022 SH   SOLE 55,022 0 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,383 30,112 SH   SOLE 30,112 0 0 0
URBAN OUTFITTERS INC COM 917047102 1,910 51,690 SH   SOLE 51,690 0 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,861 41,619 SH   SOLE 41,619 0 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,914 102,884 SH   SOLE 102,884 0 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 3,111 16,066 SH   SOLE 16,066 0 0 0