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
APPLIED MATLS INC COM 038222105 2,595 56,627 SH   SOLE   56,627 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 15,776 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 1,641 119,703 SH   SOLE   119,703 0 0
CENTENE CORP DEL COM 15135B101 3,464 58,307 SH   SOLE   58,307 0 0
CNX RESOURCES CORPORATION COM 20854L108 879 238,161 SH   SOLE   238,161 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 895 31,373 SH   SOLE   31,373 0 0
DISCOVERY INC COM SER A 25470F104 2,723 140,075 SH   SOLE   140,075 0 0
FITBIT INC CL A 33812L102 1,880 282,210 SH   SOLE   282,210 0 0
GILEAD SCIENCES INC COM 375558103 2,227 29,792 SH   SOLE   29,792 0 0
HOLLYFRONTIER CORP COM 436106108 2,574 104,999 SH   SOLE   104,999 0 0
HP INC COM 40434L105 3,373 194,315 SH   SOLE   194,315 0 0
HUMANA INC COM 444859102 3,763 11,983 SH   SOLE   11,983 0 0
HUNTSMAN CORP COM 447011107 2,539 175,971 SH   SOLE   175,971 0 0
INTERDIGITAL INC COM 45867G101 3,089 69,211 SH   SOLE   69,211 0 0
KLA CORPORATION COM NEW 482480100 2,533 17,625 SH   SOLE   17,625 0 0
KULICKE & SOFFA INDS INC COM 501242101 2,674 128,141 SH   SOLE   128,141 0 0
LAM RESEARCH CORP COM 512807108 2,480 10,332 SH   SOLE   10,332 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,977 59,979 SH   SOLE   59,979 0 0
MAGNA INTL INC COM 559222401 2,325 72,850 SH   SOLE   72,850 0 0
MARATHON PETE CORP COM 56585A102 2,085 88,279 SH   SOLE   88,279 0 0
MEDIFAST INC COM 58470H101 2,351 37,622 SH   SOLE   37,622 0 0
MERITOR INC COM 59001K100 2,238 168,903 SH   SOLE   168,903 0 0
MICRON TECHNOLOGY INC COM 595112103 2,807 66,729 SH   SOLE   66,729 0 0
MOLINA HEALTHCARE INC COM 60855R100 3,878 27,759 SH   SOLE   27,759 0 0
PBF ENERGY INC CL A 69318G106 1,047 147,929 SH   SOLE   147,929 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 2,360 6,211 SH   SOLE   6,211 0 0
TRINET GROUP INC COM 896288107 2,086 55,381 SH   SOLE   55,381 0 0
TRINSEO S A SHS L9340P101 2,561 141,409 SH   SOLE   141,409 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 4,106 43,304 SH   SOLE   43,304 0 0
VALERO ENERGY CORP COM 91913Y100 2,072 45,669 SH   SOLE   45,669 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,184 151,563 SH   SOLE   151,563 0 0
WESTLAKE CHEM CORP COM 960413102 2,204 57,744 SH   SOLE   57,744 0 0