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
ADVANCED ENERGY INDS COM 007973100 1,631 37,995 SH   SOLE   37,995 0 0
ALASKA AIR GROUP INC COM 011659109 2,043 33,581 SH   SOLE   33,581 0 0
APPLIED MATLS INC COM 038222105 2,298 70,192 SH   SOLE   70,192 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 17,748 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 1,869 96,632 SH   SOLE   96,632 0 0
CENTENE CORP DEL COM 15135B101 456 3,952 SH   SOLE   3,952 0 0
CIRRUS LOGIC INC COM 172755100 2,164 65,218 SH   SOLE   65,218 0 0
CONSOL ENERGY INC NEW COM 20854L108 2,873 90,592 SH   SOLE   90,592 0 0
FITBIT INC CL A 33812L102 1,084 218,014 SH   SOLE   218,014 0 0
GANNETT CO INC COM 36473H104 2,350 275,554 SH   SOLE   275,554 0 0
HP INC COM 40434L105 2,966 144,947 SH   SOLE   144,947 0 0
HUMANA INC COM 444859102 1,149 4,011 SH   SOLE   4,011 0 0
HUNTSMAN CORP COM 447011107 2,440 126,479 SH   SOLE   126,479 0 0
INTERDIGITAL INC COM 45867G101 3,151 47,434 SH   SOLE   47,434 0 0
KLA-TENCOR CORP COM 482480100 2,837 31,704 SH   SOLE   31,704 0 0
KULICKE & SOFFA INDS INC COM 501242101 3,248 160,244 SH   SOLE   160,244 0 0
LAM RESEARCH CORP COM 512807108 2,941 21,599 SH   SOLE   21,599 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,216 38,668 SH   SOLE   38,668 0 0
MAGNA INTL INC COM 559222401 2,406 52,930 SH   SOLE   52,930 0 0
MERITOR INC COM 59001K100 2,288 135,297 SH   SOLE   135,297 0 0
MICRON TECHNOLOGY INC COM 595112103 2,413 76,050 SH   SOLE   76,050 0 0
MKS INSTRUMENT INC COM 55306N104 2,562 39,656 SH   SOLE   39,656 0 0
MOLINA HEALTHCARE INC COM 60855R100 3,864 33,246 SH   SOLE   33,246 0 0
MYRIAD GENETICS INC COM 62855J104 875 30,097 SH   SOLE   30,097 0 0
NUTRI SYS INC NEW COM 67069D108 2,147 48,938 SH   SOLE   48,938 0 0
PBF ENERGY INC CL A 69318G106 2,433 74,460 SH   SOLE   74,460 0 0
TRINSEO S A SHS L9340P101 2,452 53,561 SH   SOLE   53,561 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,618 24,039 SH   SOLE   24,039 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,738 36,519 SH   SOLE   36,519 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,545 141,284 SH   SOLE   141,284 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 1,045 4,425 SH   SOLE   4,425 0 0
WESTLAKE CHEM CORP COM 960413102 1,154 17,441 SH   SOLE   17,441 0 0