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 7,975 16,235 SH   SOLE   16,235 0 0
APPLIED MATLS INC COM 038222105 4,131 31,342 SH   SOLE   31,342 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 30,677 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 2,865 86,726 SH   SOLE   86,726 0 0
CISCO SYS INC COM 17275R102 2,196 39,380 SH   SOLE   39,380 0 0
CONSOL ENERGY INC NEW COM 20854L108 1,008 26,800 SH   SOLE   26,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 434 10,980 SH   SOLE   10,980 0 0
DISCOVERY INC COM SER A 25470F104 4,865 195,230 SH   SOLE   195,230 0 0
FOX CORP CL A COM 35137L105 3,962 100,432 SH   SOLE   100,432 0 0
GENTEX CORP COM 371901109 2,295 78,668 SH   SOLE   78,668 0 0
GILEAD SCIENCES INC COM 375558103 3,283 55,227 SH   SOLE   55,227 0 0
HF SINCLAIR CORPORATION COM 403949100 5,779 145,014 SH   SOLE   145,014 0 0
HP INC COM 40434L105 7,054 194,315 SH   SOLE   194,315 0 0
HUMANA INC COM 444859102 5,753 13,221 SH   SOLE   13,221 0 0
HUNTSMAN CORP COM 447011107 6,115 163,018 SH   SOLE   163,018 0 0
INTEL CORP COM 458140100 3,760 75,871 SH   SOLE   75,871 0 0
INTERDIGITAL INC COM 45867G101 3,884 60,870 SH   SOLE   60,870 0 0
KLA CORP COM NEW 482480100 3,043 8,314 SH   SOLE   8,314 0 0
KULICKE & SOFFA INDS INC COM 501242101 4,067 72,603 SH   SOLE   72,603 0 0
LAM RESEARCH CORP COM 512807108 2,636 4,903 SH   SOLE   4,903 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,126 59,576 SH   SOLE   59,576 0 0
MAGNA INTL INC COM 559222401 3,900 60,650 SH   SOLE   60,650 0 0
MARATHON PETE CORP COM 56585A102 7,548 88,279 SH   SOLE   88,279 0 0
MEDIFAST INC COM 58470H101 2,793 16,356 SH   SOLE   16,356 0 0
MICRON TECHNOLOGY INC COM 595112103 5,042 64,733 SH   SOLE   64,733 0 0
MOLINA HEALTHCARE INC COM 60855R100 6,921 20,746 SH   SOLE   20,746 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 5,729 4,237 SH   SOLE   4,237 0 0
TRINET GROUP INC COM 896288107 6,507 66,150 SH   SOLE   66,150 0 0
TRINSEO PLC SHS G9059U107 4,773 99,604 SH   SOLE   99,604 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 6,783 37,805 SH   SOLE   37,805 0 0
VALERO ENERGY CORP COM 91913Y100 3,453 34,008 SH   SOLE   34,008 0 0