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 4,521 14,079 SH   SOLE   14,079 0 0
APPLIED MATLS INC COM 038222105 3,449 39,962 SH   SOLE   39,962 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 20,173 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 2,812 96,291 SH   SOLE   96,291 0 0
CENTENE CORP DEL COM 15135B101 1,172 19,520 SH   SOLE   19,520 0 0
CISCO SYS INC COM 17275R102 1,762 39,380 SH   SOLE   39,380 0 0
CONSOL ENERGY INC DISC COML COM 20854L108 193 26,800 SH   SOLE   26,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 442 10,980 SH   SOLE   10,980 0 0
DISCOVERY INC COM SER A 25470F104 5,158 171,430 SH   SOLE   171,430 0 0
FITBIT INC CL A 33812L102 1,919 282,210 SH   SOLE   282,210 0 0
GENTEX CORP COM 371901109 2,669 78,668 SH   SOLE   78,668 0 0
HOLLYFRONTIER CORP COM 436106108 1,480 57,258 SH   SOLE   57,258 0 0
HP INC COM 40434L105 4,778 194,315 SH   SOLE   194,315 0 0
HUMANA INC COM 444859102 4,543 11,072 SH   SOLE   11,072 0 0
HUNTSMAN CORP COM 447011107 4,510 179,400 SH   SOLE   179,400 0 0
INTEL CORP COM 458140100 4,264 85,583 SH   SOLE   85,583 0 0
INTERDIGITAL INC COM 45867G101 2,480 40,870 SH   SOLE   40,870 0 0
KLA CORP COM NEW 482480100 2,153 8,314 SH   SOLE   8,314 0 0
KULICKE & SOFFA INDS INC COM 501242101 3,259 102,440 SH   SOLE   102,440 0 0
LAM RESEARCH CORP COM 512807108 2,316 4,903 SH   SOLE   4,903 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,498 59,979 SH   SOLE   59,979 0 0
MAGNA INTL INC COM 559222401 5,158 72,850 SH   SOLE   72,850 0 0
MARATHON PETE CORP COM 56585A102 3,651 88,279 SH   SOLE   88,279 0 0
MEDIFAST INC COM 58470H101 3,211 16,356 SH   SOLE   16,356 0 0
MERITOR INC COM 59001K100 1,874 67,128 SH   SOLE   67,128 0 0
MICRON TECHNOLOGY INC COM 595112103 4,529 60,242 SH   SOLE   60,242 0 0
MOLINA HEALTHCARE INC COM 60855R100 4,412 20,746 SH   SOLE   20,746 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 4,978 6,847 SH   SOLE   6,847 0 0
TRINET GROUP INC COM 896288107 5,231 64,901 SH   SOLE   64,901 0 0
TRINSEO S A SHS L9340P101 7,242 141,409 SH   SOLE   141,409 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 6,233 41,065 SH   SOLE   41,065 0 0
VALERO ENERGY CORP COM 91913Y100 2,301 40,670 SH   SOLE   40,670 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 715 34,524 SH   SOLE   34,524 0 0
WESTLAKE CHEM CORP COM 960413102 4,712 57,744 SH   SOLE   57,744 0 0