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
ABBOTT LABS COM 002824100 1,449 12,053 SH   SOLE   12,053 0 0
AGCO CORP COM 001084102 2,138 14,963 SH   SOLE   14,963 0 0
AMAZON COM INC COM 023135106 3,609 1,188 SH   SOLE   1,188 0 0
APPLE INC COM 037833100 1,967 16,276 SH   SOLE   16,276 0 0
ARDMORE SHIPPING CORP COM Y0207T100 79 17,018 SH   SOLE   17,018 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 8,551 13,869 SH   SOLE   13,869 0 0
AT HOME GROUP INC COM 04650Y100 2,005 69,574 SH   SOLE   69,574 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 251 981 SH   SOLE   981 0 0
BLACKSTONE GROUP INC COM 09260D107 5,754 77,216 SH   SOLE   77,216 0 0
BORGWARNER INC COM 099724106 1,919 41,212 SH   SOLE   41,212 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 1,750 48,127 SH   SOLE   48,127 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,778 13,927 SH   SOLE   13,927 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,022 8,132 SH   SOLE   8,132 0 0
CORTEVA INC COM 22052L104 6,068 130,307 SH   SOLE   130,307 0 0
CUMMINS INC COM 231021106 5,424 20,965 SH   SOLE   20,965 0 0
DANA INC COM 235825205 2,099 86,783 SH   SOLE   86,783 0 0
DEERE & CO COM 244199105 7,190 19,270 SH   SOLE   19,270 0 0
DOW INC COM 260557103 6,161 96,339 SH   SOLE   96,339 0 0
GENTHERM INC COM 37253A103 2,008 27,203 SH   SOLE   27,203 0 0
HYCROFT MINING HOLDING CORP *W EXP 10/12/202 44862P125 0 174 SH   SOLE   174 0 0
ISHARES TR S&P MC 400VL ETF 464287705 467 4,557 SH   SOLE   4,557 0 0
JABIL INC COM 466313103 2,044 39,453 SH   SOLE   39,453 0 0
KBR INC COM 48242W106 1,104 29,061 SH   SOLE   29,061 0 0
LEAR CORP COM NEW 521865204 1,893 10,361 SH   SOLE   10,361 0 0
LINCOLN NATL CORP IND COM 534187109 5,615 90,332 SH   SOLE   90,332 0 0
LITHIA MTRS INC CL A 536797103 1,992 5,083 SH   SOLE   5,083 0 0
LOWES COS INC COM 548661107 1,244 6,510 SH   SOLE   6,510 0 0
MAGNA INTL INC COM 559222401 5,501 62,586 SH   SOLE   62,586 0 0
MICROSOFT CORP COM 594918104 6,767 28,708 SH   SOLE   28,708 0 0
NUTRIEN LTD COM 67077M108 5,416 100,407 SH   SOLE   100,407 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,825 29,072 SH   SOLE   29,072 0 0
PROSHARES TR SHRT RUSSELL2000 74348A210 1,942 87,703 SH   SOLE   87,703 0 0
PROSHARES TR SHORT S&P 500 NE 74347B425 5,468 326,443 SH   SOLE   326,443 0 0
PROSHARES TR SHRT HGH YIELD 74347R131 242 13,352 SH   SOLE   13,352 0 0
PROSHARES TR SHORT QQQ NEW 74347B714 2,099 151,256 SH   SOLE   151,256 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 5,536 268,111 SH   SOLE   268,111 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 1,830 64,482 SH   SOLE   64,482 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 4,933 92,906 SH   SOLE   92,906 0 0
THOR INDS INC COM 885160101 1,952 14,444 SH   SOLE   14,444 0 0
UFP INDUSTRIES INC COM 90278Q108 2,263 29,833 SH   SOLE   29,833 0 0
VALE S A SPONSORED ADS 91912E105 5,646 325,092 SH   SOLE   325,092 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 916 30,702 SH   SOLE   30,702 0 0
ZEDGE INC CL B 98923T104 194 16,000 SH   SOLE   16,000 0 0