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
ALLSTATE CORP COM 020002101 94,989 962,400 SH   SOLE   962,400 0 0
APERGY CORP COM 03755L104 94,848 2,177,414 SH   SOLE   2,177,414 0 0
BRIGHTHOUSE FINL INC COM 10922N103 36,744 830,559 SH   SOLE   830,559 0 0
CARDINAL HEALTH INC COM 14149Y108 25,871 479,100 SH   SOLE   479,100 0 0
HILTON GRAND VACATIONS INC COM 43283X105 26,639 804,816 SH   SOLE   804,816 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 71,011 277,300 SH   SOLE   277,300 0 0
LCI INDS COM 50189K103 16,792 202,800 SH   SOLE   202,800 0 0
LINCOLN NATL CORP IND COM 534187109 93,302 1,378,984 SH   SOLE   1,378,984 0 0
MAGNA INTL INC COM 559222401 55,356 1,053,800 SH   SOLE   1,053,800 0 0
MERITAGE HOMES CORP COM 59001A102 25,026 627,221 SH   SOLE   627,221 0 0
MOSAIC CO NEW COM 61945C103 49,171 1,513,900 SH   SOLE   1,513,900 0 0
NUCOR CORP COM 670346105 67,454 1,063,100 SH   SOLE   1,063,100 0 0
PHILLIPS 66 COM 718546104 107,408 952,872 SH   SOLE   952,872 0 0
PREMIER INC CL A 74051N102 19,150 418,313 SH   SOLE   418,313 0 0
QEP RES INC COM 74733V100 28,638 2,529,840 SH   SOLE   2,529,840 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 60,197 653,962 SH   SOLE   653,962 0 0
SNAP ON INC COM 833034101 58,073 316,300 SH   SOLE   316,300 0 0
SYNOVUS FINL CORP COM NEW 87161C501 36,847 804,700 SH   SOLE   804,700 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 39,418 159,795 SH   SOLE   159,795 0 0