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 COMM 036752103 3,572 13,300 SH   SOLE   13,300 0 0
APPLIED MATERIALS INC COMM 038222105 2,376 39,962 SH   SOLE   39,962 0 0
BERKSHIRE HATHAWAY INC CL A COMM 084670108 18,560 58 SH   SOLE   58 0 0
CENTENE CORP COMM 15135B101 2,277 39,041 SH   SOLE   39,041 0 0
CISCO SYSTEMS INC COMM 17275R102 1,551 39,380 SH   SOLE   39,380 0 0
CONSOL ENERGY INC COMM 20854L108 949 214,323 SH   SOLE   214,323 0 0
DELTA AIR LINES INC COMM 247361702 1,075 35,153 SH   SOLE   35,153 0 0
DISCOVERY COMMUNICATIONS-A COMM 25470F104 3,732 171,430 SH   SOLE   171,430 0 0
FITBIT INC - A COMM 33812L102 1,964 282,210 SH   SOLE   282,210 0 0
GENTEX CORP COMM 371901109 2,026 78,668 SH   SOLE   78,668 0 0
GILEAD SCIENCES INC COMM 375558103 1,883 29,792 SH   SOLE   29,792 0 0
HOLLYFRONTIER CORP COMM 436106108 2,805 142,338 SH   SOLE   142,338 0 0
HP INC COM COMM 40434L105 3,690 194,315 SH   SOLE   194,315 0 0
HUMANA INC COMM 444859102 4,230 10,219 SH   SOLE   10,219 0 0
HUNTSMAN CORP COMM 447011107 3,984 179,400 SH   SOLE   179,400 0 0
INTEL CORP COMM 458140100 2,953 57,024 SH   SOLE   57,024 0 0
INTERDIGITAL COMM CORP COMM 45867G101 3,569 62,548 SH   SOLE   62,548 0 0
KLA-TENCOR CORPORATION COMM 482480100 1,611 8,314 SH   SOLE   8,314 0 0
KULICKE & SOFFA INDUSTRIES COMM 501242101 2,295 102,440 SH   SOLE   102,440 0 0
LAM RESEARCH CORP COMM 512807108 1,627 4,903 SH   SOLE   4,903 0 0
LYONDELLBASELL INDU-CL A COMM N53745100 4,228 59,979 SH   SOLE   59,979 0 0
MAGNA INTERNATIONAL INC-CL A COMM 559222401 3,333 72,850 SH   SOLE   72,850 0 0
MARATHON PETROLEUM CORP COMM 56585A102 2,590 88,279 SH   SOLE   88,279 0 0
MEDIFAST INC COMM 58470H101 2,690 16,356 SH   SOLE   16,356 0 0
MERITOR INC COMM 59001K100 2,812 134,283 SH   SOLE   134,283 0 0
MICRON TECHNOLOGY INC COMM 595112103 2,829 60,242 SH   SOLE   60,242 0 0
MOLINA HEALTHCARE INC COMM 60855R100 3,797 20,746 SH   SOLE   20,746 0 0
PBF ENERGY INC COMM 69318G106 842 147,929 SH   SOLE   147,929 0 0
TEXAS PACIFIC LAND TRUST COMM 882610108 3,092 6,847 SH   SOLE   6,847 0 0
THE BUCKLE INC COMM 118440106 1,701 83,438 SH   SOLE   83,438 0 0
TRINET GROUP INC COMM 896288107 3,850 64,901 SH   SOLE   64,901 0 0
TRINSEO SA COMM L9340P101 3,626 141,409 SH   SOLE   141,409 0 0
UNITED THERAPEUTICS CORP COMM 91307C102 4,148 41,065 SH   SOLE   41,065 0 0
VALERO ENERGY CORP COMM 91913Y100 1,978 45,669 SH   SOLE   45,669 0 0
VISHAY INTERTECHNOLOGY INC COMM 928298108 1,077 69,170 SH   SOLE   69,170 0 0
WESTLAKE CHEMICAL CORP COMM 960413102 3,651 57,744 SH   SOLE   57,744 0 0