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 6,052 16,235 SH   SOLE   16,235 0 0
APPLIED MATLS INC COM 038222105 4,035 31,342 SH   SOLE   31,342 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 23,860 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 2,031 51,291 SH   SOLE   51,291 0 0
CISCO SYS INC COM 17275R102 2,143 39,380 SH   SOLE   39,380 0 0
CONSOL ENERGY INC NEW COM 20854L108 697 26,800 SH   SOLE   26,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 468 10,980 SH   SOLE   10,980 0 0
DISCOVERY INC COM SER A 25470F104 5,145 202,720 SH   SOLE   202,720 0 0
FOX CORP CL A COM 35137L105 3,940 98,230 SH   SOLE   98,230 0 0
GENTEX CORP COM 371901109 2,594 78,668 SH   SOLE   78,668 0 0
GILEAD SCIENCES INC COM 375558103 3,858 55,227 SH   SOLE   55,227 0 0
HOLLYFRONTIER CORP COM 436106108 4,982 150,369 SH   SOLE   150,369 0 0
HP INC COM 40434L105 5,316 194,315 SH   SOLE   194,315 0 0
HUMANA INC COM 444859102 5,145 13,221 SH   SOLE   13,221 0 0
HUNTSMAN CORP COM 447011107 4,298 145,265 SH   SOLE   145,265 0 0
INTEL CORP COM 458140100 4,560 85,583 SH   SOLE   85,583 0 0
INTERDIGITAL INC COM 45867G101 4,128 60,870 SH   SOLE   60,870 0 0
KLA CORP COM NEW 482480100 2,781 8,314 SH   SOLE   8,314 0 0
KULICKE & SOFFA INDS INC COM 501242101 4,231 72,603 SH   SOLE   72,603 0 0
LAM RESEARCH CORP COM 512807108 2,791 4,903 SH   SOLE   4,903 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,878 51,979 SH   SOLE   51,979 0 0
MAGNA INTL INC COM 559222401 4,563 60,650 SH   SOLE   60,650 0 0
MARATHON PETE CORP COM 56585A102 5,457 88,279 SH   SOLE   88,279 0 0
MEDIFAST INC COM 58470H101 3,151 16,356 SH   SOLE   16,356 0 0
MERITOR INC COM 59001K100 1,431 67,128 SH   SOLE   67,128 0 0
MICRON TECHNOLOGY INC COM 595112103 4,376 61,649 SH   SOLE   61,649 0 0
MOLINA HEALTHCARE INC COM 60855R100 5,629 20,746 SH   SOLE   20,746 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 5,124 4,237 SH   SOLE   4,237 0 0
TRINET GROUP INC COM 896288107 6,256 66,150 SH   SOLE   66,150 0 0
TRINSEO S A SHS L9340P101 4,586 84,963 SH   SOLE   84,963 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 6,978 37,805 SH   SOLE   37,805 0 0
VALERO ENERGY CORP COM 91913Y100 4,970 70,422 SH   SOLE   70,422 0 0