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
3-D SYS CORP DEL COM NEW 88554D205 19,698 1,426,390 SH   SOLE 1,426,390 0 0
ACCO BRANDS CORP COM 00081T108 4,017 290,000 SH   SOLE 290,000 0 0
ACUITY BRANDS INC COM 00508Y102 3,592 31,000 SH   SOLE 31,000 0 0
ADVANCED ENERGY INDS COM 007973100 3,195 55,000 SH   SOLE 55,000 0 0
ALLERGAN PLC SHS G0177J108 28,176 169,000 SH   SOLE 169,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,887 96,000 SH   SOLE 96,000 0 0
ALPHABET INC CAP STK CL A 02079K305 14,679 13,000 SH   SOLE 13,000 0 0
ALTRIA GROUP INC COM 02209S103 3,595 63,300 SH   SOLE 63,300 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 4,778 245,000 SH   SOLE 245,000 0 0
AMC NETWORKS INC CL A 00164V103 3,912 62,900 SH   SOLE 62,900 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,496 41,000 SH   SOLE 41,000 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 5,016 85,600 SH   SOLE 85,600 0 0
APPLE INC COM 037833100 10,084 54,475 SH   SOLE 54,475 0 0
ARGAN INC COM 04010E109 3,673 89,700 SH   SOLE 89,700 0 0
ARRIS INTL INC SHS G0551A103 3,222 131,800 SH   SOLE 131,800 0 0
AT&T INC COM 00206R102 40,921 1,274,395 SH   SOLE 1,274,395 0 0
BEST BUY INC COM 086516101 3,714 49,800 SH   SOLE 49,800 0 0
BIOGEN INC COM 09062X103 3,918 13,500 SH   SOLE 13,500 0 0
BLOCK H & R INC COM 093671105 2,961 130,000 SH   SOLE 130,000 0 0
BOJANGLES INC COM 097488100 3,931 273,000 SH   SOLE 273,000 0 0
BRINKER INTL INC COM 109641100 3,965 83,300 SH   SOLE 83,300 0 0
CA INC COM 12673P105 3,656 102,550 SH   SOLE 102,550 0 0
CARDINAL HEALTH INC COM 14149Y108 6,577 134,700 SH   SOLE 134,700 0 0
CENTURYLINK INC COM 156700106 24,232 1,300,000 SH   SOLE 1,300,000 0 0
CHICOS FAS INC COM 168615102 3,378 415,000 SH   SOLE 415,000 0 0
CIGNA CORPORATION COM 125509109 5,948 35,000 SH   SOLE 35,000 0 0
CIRRUS LOGIC INC COM 172755100 3,258 85,000 SH   SOLE 85,000 0 0
CONVERGYS CORP COM 212485106 3,495 143,000 SH   SOLE 143,000 0 0
CVS HEALTH CORP COM 126650100 29,277 454,961 SH   SOLE 454,961 0 0
DELUXE CORP COM 248019101 3,436 51,900 SH   SOLE 51,900 0 0
DISCOVERY INC COM SER A 25470F104 3,025 110,000 SH   SOLE 110,000 0 0
DISCOVERY INC COM SER C 25470F302 3,845 150,794 SH   SOLE 150,794 0 0
DOVER MOTORSPORTS INC COM 260174107 2,284 1,015,000 SH   SOLE 1,015,000 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 4,258 56,278 SH   SOLE 56,278 0 0
EMCOR GROUP INC COM 29084Q100 3,596 47,200 SH   SOLE 47,200 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 4,092 53,000 SH   SOLE 53,000 0 0
EXXON MOBIL CORP COM 30231G102 353 4,263 SH   SOLE 4,263 0 0
FACEBOOK INC CL A 30303M102 4,858 25,000 SH   SOLE 25,000 0 0
FOOT LOCKER INC COM 344849104 4,470 84,900 SH   SOLE 84,900 0 0
FRANKLIN RES INC COM 354613101 3,038 94,800 SH   SOLE 94,800 0 0
GENERAL MLS INC COM 370334104 3,098 70,000 SH   SOLE 70,000 0 0
GENTEX CORP COM 371901109 3,628 157,600 SH   SOLE 157,600 0 0
GILEAD SCIENCES INC COM 375558103 3,404 48,050 SH   SOLE 48,050 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 18,140 450,000 SH   SOLE 450,000 0 0
GRAHAM HLDGS CO COM 384637104 3,224 5,500 SH   SOLE 5,500 0 0
HANESBRANDS INC COM 410345102 21,249 965,000 SH   SOLE 965,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 1,365 39,000 SH   SOLE 39,000 0 0
HP INC COM 40434L105 3,880 171,000 SH   SOLE 171,000 0 0
INTEL CORP COM 458140100 1,041 20,937 SH   SOLE 20,937 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 18,954 135,676 SH   SOLE 135,676 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,750 160,000 SH   SOLE 160,000 0 0
J2 GLOBAL INC COM 48123V102 3,984 46,000 SH   SOLE 46,000 0 0
JOHNSON & JOHNSON COM 478160104 913 7,526 SH   SOLE 7,526 0 0
JPMORGAN CHASE & CO COM 46625H100 8,701 83,500 SH   SOLE 83,500 0 0
JUNIPER NETWORKS INC COM 48203R104 4,321 157,600 SH   SOLE 157,600 0 0
L BRANDS INC COM 501797104 3,172 86,000 SH   SOLE 86,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 1,802 87,498 SH   SOLE 87,498 0 0
MANPOWERGROUP INC COM 56418H100 3,115 36,200 SH   SOLE 36,200 0 0
MARCUS & MILLICHAP INC COM 566324109 5,032 129,000 SH   SOLE 129,000 0 0
MEDNAX INC COM 58502B106 2,805 64,800 SH   SOLE 64,800 0 0
MEDTRONIC PLC SHS G5960L103 2,025 23,650 SH   SOLE 23,650 0 0
MICHAELS COS INC COM 59408Q106 3,316 173,000 SH   SOLE 173,000 0 0
MICROSOFT CORP COM 594918104 11,768 119,340 SH   SOLE 119,340 0 0
NAUTILUS INC COM 63910B102 4,176 266,000 SH   SOLE 266,000 0 0
NIC INC COM 62914B100 4,152 267,000 SH   SOLE 267,000 0 0
NUTRI SYS INC NEW COM 67069D108 4,543 118,000 SH   SOLE 118,000 0 0
OMNICOM GROUP INC COM 681919106 26,168 343,100 SH   SOLE 343,100 0 0
OWENS ILL INC COM NEW 690768403 21,853 1,300,000 SH   SOLE 1,300,000 0 0
PFIZER INC COM 717081103 43,220 1,191,275 SH   SOLE 1,191,275 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 3,352 166,500 SH   SOLE 166,500 0 0
PROCTER AND GAMBLE CO COM 742718109 1,540 19,720 SH   SOLE 19,720 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 2,725 170,000 SH   SOLE 170,000 0 0
SMUCKER J M CO COM NEW 832696405 9,072 84,410 SH   SOLE 84,410 0 0
SNAP ON INC COM 833034101 3,857 24,000 SH   SOLE 24,000 0 0
SP PLUS CORP COM 78469C103 3,050 82,000 SH   SOLE 82,000 0 0
SYNTEL INC COM 87162H103 3,819 119,000 SH   SOLE 119,000 0 0
TARGET CORP COM 87612E106 2,055 27,000 SH   SOLE 27,000 0 0
THOR INDS INC COM 885160101 3,409 35,000 SH   SOLE 35,000 0 0
TRUEBLUE INC COM 89785X101 3,854 143,000 SH   SOLE 143,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 3,547 86,000 SH   SOLE 86,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,981 60,000 SH   SOLE 60,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,734 33,000 SH   SOLE 33,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 34,662 688,973 SH   SOLE 688,973 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 12,003 200,000 SH   SOLE 200,000 0 0
WELLS FARGO CO NEW COM 949746101 9,148 165,000 SH   SOLE 165,000 0 0
WESTERN DIGITAL CORP COM 958102105 3,189 41,200 SH   SOLE 41,200 0 0
WESTERN UN CO COM 959802109 3,499 172,100 SH   SOLE 172,100 0 0
WINNEBAGO INDS INC COM 974637100 4,040 99,500 SH   SOLE 99,500 0 0
WPP PLC NEW ADR 92937A102 20,486 443,000 SH   SOLE 443,000 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 4,648 105,000 SH   SOLE 105,000 0 0
ZAGG INC COM 98884U108 2,445 141,307 SH   SOLE 141,307 0 0