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
3M CO COM 88579Y101 3,250 13,810 SH   SOLE 13,810 0 0
ABBOTT LABS COM 002824100 68,920 1,207,640 SH   SOLE 1,207,640 0 0
ABBVIE INC COM 00287Y109 1,475 15,250 SH   SOLE 15,250 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 15,066 151,125 SH   SOLE 151,125 0 0
AECOM COM 00766T100 53,059 1,428,236 SH   SOLE 1,428,236 0 0
AETNA INC NEW COM 00817Y108 229 1,270 SH   SOLE 1,270 0 0
ALLY FINL INC COM 02005N100 53,439 1,832,611 SH   SOLE 1,832,611 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 49,745 834,934 SH   SOLE 834,934 0 0
AMERISOURCEBERGEN CORP COM 03073E105 60,287 656,578 SH   SOLE 656,578 0 0
ANTERO RES CORP COM 03674X106 12,867 677,211 SH   SOLE 677,211 0 0
BAKER HUGHES A GE CO CL A 05722G100 37,892 1,197,588 SH   SOLE 1,197,588 0 0
BANK AMER CORP COM 060505104 53,423 1,809,717 SH   SOLE 1,809,717 0 0
BRIGHTHOUSE FINL INC COM 10922N103 693 11,815 SH   SOLE 11,815 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,502 24,518 SH   SOLE 24,518 0 0
CHEVRON CORP NEW COM 166764100 40,799 325,893 SH   SOLE 325,893 0 0
CISCO SYS INC COM 17275R102 18,858 492,374 SH   SOLE 492,374 0 0
CITIGROUP INC COM NEW 172967424 59,020 793,176 SH   SOLE 793,176 0 0
COMMSCOPE HLDG CO INC COM 20337X109 839 22,175 SH   SOLE 22,175 0 0
CSRA INC COM 12650T104 598 20,000 SH   SOLE 20,000 0 0
DAVITA INC COM 23918K108 3,704 51,260 SH   SOLE 51,260 0 0
DEVON ENERGY CORP NEW COM 25179M103 54,109 1,306,975 SH   SOLE 1,306,975 0 0
DXC TECHNOLOGY CO COM 23355L106 3,610 38,041 SH   SOLE 38,041 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 545 11,000 SH   SOLE 11,000 0 0
EMERSON ELEC CO COM 291011104 1,307 18,755 SH   SOLE 18,755 0 0
EQT CORP COM 26884L109 1,081 19,000 SH   SOLE 19,000 0 0
EQUIFAX INC COM 294429105 1,079 9,150 SH   SOLE 9,150 0 0
EXXON MOBIL CORP COM 30231G102 395 4,720 SH   SOLE 4,720 0 0
FREEPORT-MCMORAN INC CL B 35671D857 29,247 1,542,577 SH   SOLE 1,542,577 0 0
GENERAL ELECTRIC CO COM 369604103 200 11,480 SH   SOLE 11,480 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 295 8,306 SH   SOLE 8,306 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 41,282 2,874,820 SH   SOLE 2,874,820 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 31,097 202,693 SH   SOLE 202,693 0 0
JOHNSON & JOHNSON COM 478160104 2,327 16,657 SH   SOLE 16,657 0 0
JOHNSON CTLS INTL PLC SHS G51502105 32,511 853,077 SH   SOLE 853,077 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 630 15,150 SH   SOLE 15,150 0 0
LAS VEGAS SANDS CORP COM 517834107 2,248 32,345 SH   SOLE 32,345 0 0
LILLY ELI & CO COM 532457108 29,025 343,659 SH   SOLE 343,659 0 0
LINCOLN NATL CORP IND COM 534187109 62,961 819,061 SH   SOLE 819,061 0 0
MERCK & CO INC COM 58933Y105 214 3,810 SH   SOLE 3,810 0 0
METLIFE INC COM 59156R108 50,570 1,000,197 SH   SOLE 1,000,197 0 0
MICROSOFT CORP COM 594918104 2,859 33,425 SH   SOLE 33,425 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 546 6,040 SH   SOLE 6,040 0 0
MSC INDL DIRECT INC CL A 553530106 58,220 602,316 SH   SOLE 602,316 0 0
NEWELL BRANDS INC COM 651229106 16,686 539,986 SH   SOLE 539,986 0 0
NN INC COM 629337106 931 33,729 SH   SOLE 33,729 0 0
NOBLE ENERGY INC COM 655044105 2,201 75,515 SH   SOLE 75,515 0 0
ORACLE CORP COM 68389X105 418 8,837 SH   SOLE 8,837 0 0
PARTY CITY HOLDCO INC COM 702149105 930 66,650 SH   SOLE 66,650 0 0
PEPSICO INC COM 713448108 703 5,860 SH   SOLE 5,860 0 0
PERRIGO CO PLC SHS G97822103 1,294 14,850 SH   SOLE 14,850 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 584 26,625 SH   SOLE 26,625 0 0
PROCTER AND GAMBLE CO COM 742718109 2,690 29,279 SH   SOLE 29,279 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 56,951 663,837 SH   SOLE 663,837 0 0
SIGNET JEWELERS LIMITED SHS G81276100 43,456 768,445 SH   SOLE 768,445 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 632 2,369 SH   SOLE 2,369 0 0
SVB FINL GROUP COM 78486Q101 4,164 17,811 SH   SOLE 17,811 0 0
TAPESTRY INC COM 876030107 51,795 1,171,042 SH   SOLE 1,171,042 0 0
TE CONNECTIVITY LTD REG SHS H84989104 38,294 402,924 SH   SOLE 402,924 0 0
VOYA FINL INC COM 929089100 868 17,550 SH   SOLE 17,550 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 30,797 7,385,427 SH   SOLE 7,385,427 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 58,990 488,855 SH   SOLE 488,855 0 0