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
ANTHEM INC COM 036752103 2,236 8,503 SH   SOLE   8,503 0 0
APPLIED MATLS INC COM 038222105 3,423 56,627 SH   SOLE   56,627 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 15,503 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 1,877 119,703 SH   SOLE   119,703 0 0
CENTENE CORP DEL COM 15135B101 2,481 39,041 SH   SOLE   39,041 0 0
CISCO SYS INC COM 17275R102 1,347 28,890 SH   SOLE   28,890 0 0
CONSOL ENERGY INC NEW COM 20854L108 1,087 214,323 SH   SOLE   214,323 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 986 35,153 SH   SOLE   35,153 0 0
DISCOVERY INC COM SER A 25470F104 3,073 145,620 SH   SOLE   145,620 0 0
FITBIT INC CL A 33812L102 1,823 282,210 SH   SOLE   282,210 0 0
GENTEX CORP COM 371901109 2,027 78,668 SH   SOLE   78,668 0 0
GILEAD SCIENCES INC COM 375558103 2,292 29,792 SH   SOLE   29,792 0 0
HOLLYFRONTIER CORP COM 436106108 3,066 104,999 SH   SOLE   104,999 0 0
HP INC COM 40434L105 3,387 194,315 SH   SOLE   194,315 0 0
HUMANA INC COM 444859102 3,962 10,219 SH   SOLE   10,219 0 0
HUNTSMAN CORP COM 447011107 3,162 175,971 SH   SOLE   175,971 0 0
INTEL CORP COM 458140100 1,893 31,645 SH   SOLE   31,645 0 0
INTERDIGITAL INC COM 45867G101 3,919 69,211 SH   SOLE   69,211 0 0
KLA CORP COM NEW 482480100 3,155 16,225 SH   SOLE   16,225 0 0
KULICKE & SOFFA INDS INC COM 501242101 2,491 119,591 SH   SOLE   119,591 0 0
LAM RESEARCH CORP COM 512807108 2,857 8,832 SH   SOLE   8,832 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,942 59,979 SH   SOLE   59,979 0 0
MAGNA INTL INC COM 559222401 3,244 72,850 SH   SOLE   72,850 0 0
MARATHON PETE CORP COM 56585A102 3,300 88,279 SH   SOLE   88,279 0 0
MEDIFAST INC COM 58470H101 5,786 41,693 SH   SOLE   41,693 0 0
MERITOR INC COM 59001K100 3,344 168,903 SH   SOLE   168,903 0 0
MICRON TECHNOLOGY INC COM 595112103 3,438 66,729 SH   SOLE   66,729 0 0
MOLINA HEALTHCARE INC COM 60855R100 4,460 25,059 SH   SOLE   25,059 0 0
PBF ENERGY INC CL A 69318G106 1,515 147,929 SH   SOLE   147,929 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 4,072 6,847 SH   SOLE   6,847 0 0
TRINET GROUP INC COM 896288107 3,955 64,901 SH   SOLE   64,901 0 0
TRINSEO S A SHS L9340P101 3,134 141,409 SH   SOLE   141,409 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 4,969 41,065 SH   SOLE   41,065 0 0
VALERO ENERGY CORP COM 91913Y100 2,686 45,669 SH   SOLE   45,669 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,314 151,563 SH   SOLE   151,563 0 0
WESTLAKE CHEM CORP COM 960413102 3,098 57,744 SH   SOLE   57,744 0 0