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 3,024 60,877 SH   SOLE   60,877 0 0
ALASKA AIR GROUP INC COM 011659109 2,229 39,712 SH   SOLE   39,712 0 0
APPLIED MATLS INC COM 038222105 3,315 83,576 SH   SOLE   83,576 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 17,470 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 2,395 127,929 SH   SOLE   127,929 0 0
CIRRUS LOGIC INC COM 172755100 1,376 32,718 SH   SOLE   32,718 0 0
CONSOL ENERGY INC NEW COM 20854L108 3,100 90,592 SH   SOLE   90,592 0 0
FITBIT INC CL A 33812L102 2,302 388,836 SH   SOLE   388,836 0 0
GANNETT CO INC COM 36473H104 1,614 153,085 SH   SOLE   153,085 0 0
HOLLYFRONTIER CORP COM 436106108 2,527 51,296 SH   SOLE   51,296 0 0
HP INC COM 40434L105 3,438 176,921 SH   SOLE   176,921 0 0
HUNTSMAN CORP COM 447011107 3,517 156,362 SH   SOLE   156,362 0 0
INTERDIGITAL INC COM 45867G101 3,203 48,540 SH   SOLE   48,540 0 0
KLA-TENCOR CORP COM 482480100 4,041 33,841 SH   SOLE   33,841 0 0
KULICKE & SOFFA INDS INC COM 501242101 3,587 162,244 SH   SOLE   162,244 0 0
LAM RESEARCH CORP COM 512807108 3,866 21,599 SH   SOLE   21,599 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,391 40,326 SH   SOLE   40,326 0 0
MAGNA INTL INC COM 559222401 2,577 52,930 SH   SOLE   52,930 0 0
MERITOR INC COM 59001K100 3,104 152,548 SH   SOLE   152,548 0 0
MICRON TECHNOLOGY INC COM 595112103 3,470 83,953 SH   SOLE   83,953 0 0
MKS INSTRUMENT INC COM 55306N104 4,079 43,835 SH   SOLE   43,835 0 0
MOLINA HEALTHCARE INC COM 60855R100 4,294 30,246 SH   SOLE   30,246 0 0
PBF ENERGY INC CL A 69318G106 3,631 116,608 SH   SOLE   116,608 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101 2,449 127,565 SH   SOLE   127,565 0 0
TRINSEO S A SHS L9340P101 3,207 70,787 SH   SOLE   70,787 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,665 31,228 SH   SOLE   31,228 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,708 43,711 SH   SOLE   43,711 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,610 141,284 SH   SOLE   141,284 0 0
WESTLAKE CHEM CORP COM 960413102 3,154 46,481 SH   SOLE   46,481 0 0