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 3,200 56,877 SH   SOLE   56,877 0 0
ALASKA AIR GROUP INC COM 011659109 2,538 39,712 SH   SOLE   39,712 0 0
APPLIED MATLS INC COM 038222105 3,403 75,776 SH   SOLE   75,776 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 18,464 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 2,487 143,688 SH   SOLE   143,688 0 0
CONSOL ENERGY INC NEW COM 20854L108 3,124 117,385 SH   SOLE   117,385 0 0
FITBIT INC CL A 33812L102 1,711 388,836 SH   SOLE   388,836 0 0
GANNETT CO INC COM 36473H104 1,249 153,085 SH   SOLE   153,085 0 0
HOLLYFRONTIER CORP COM 436106108 3,620 78,210 SH   SOLE   78,210 0 0
HP INC COM 40434L105 3,659 175,986 SH   SOLE   175,986 0 0
HUNTSMAN CORP COM 447011107 3,386 165,647 SH   SOLE   165,647 0 0
INTERDIGITAL INC COM 45867G101 3,126 48,540 SH   SOLE   48,540 0 0
KLA-TENCOR CORP COM 482480100 3,728 31,541 SH   SOLE   31,541 0 0
KULICKE & SOFFA INDS INC COM 501242101 3,422 151,744 SH   SOLE   151,744 0 0
LAM RESEARCH CORP COM 512807108 2,837 15,104 SH   SOLE   15,104 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,473 40,326 SH   SOLE   40,326 0 0
MAGNA INTL INC COM 559222401 2,631 52,930 SH   SOLE   52,930 0 0
MERITOR INC COM 59001K100 3,699 152,548 SH   SOLE   152,548 0 0
MICRON TECHNOLOGY INC COM 595112103 3,039 78,753 SH   SOLE   78,753 0 0
MKS INSTRUMENT INC COM 55306N104 3,089 39,656 SH   SOLE   39,656 0 0
MOLINA HEALTHCARE INC COM 60855R100 4,329 30,246 SH   SOLE   30,246 0 0
PBF ENERGY INC CL A 69318G106 3,650 116,608 SH   SOLE   116,608 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101 3,346 145,538 SH   SOLE   145,538 0 0
TRINSEO S A SHS L9340P101 3,601 85,042 SH   SOLE   85,042 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,140 40,231 SH   SOLE   40,231 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,742 43,711 SH   SOLE   43,711 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,170 131,384 SH   SOLE   131,384 0 0
WESTLAKE CHEM CORP COM 960413102 3,229 46,481 SH   SOLE   46,481 0 0