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 12,481 1,426,390 SH   SOLE 1,426,390 0 0
ABBVIE INC COM 00287Y109 4,250 48,000 SH   SOLE 48,000 0 0
ACUITY BRANDS INC COM 00508Y102 4,278 31,000 SH   SOLE 31,000 0 0
ALLERGAN PLC SHS G0177J108 8,220 43,000 SH   SOLE 43,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,817 79,000 SH   SOLE 79,000 0 0
ALPHABET INC CAP STK CL A 02079K305 32,145 24,000 SH   SOLE 24,000 0 0
AMAZON COM INC COM 023135106 6,292 3,405 SH   SOLE 3,405 0 0
AMC NETWORKS INC CL A 00164V103 2,556 64,700 SH   SOLE 64,700 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 4,128 39,500 SH   SOLE 39,500 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,486 41,000 SH   SOLE 41,000 0 0
AMGEN INC COM 031162100 4,460 18,500 SH   SOLE 18,500 0 0
APPLE INC COM 037833100 16,283 55,450 SH   SOLE 55,450 0 0
ARCH COAL INC CL A 039380407 3,013 42,000 SH   SOLE 42,000 0 0
ASGN INC COM 00191U102 3,690 52,000 SH   SOLE 52,000 0 0
AT&T INC COM 00206R102 18,882 483,155 SH   SOLE 483,155 0 0
BEST BUY INC COM 086516101 4,504 51,300 SH   SOLE 51,300 0 0
BIOGEN INC COM 09062X103 4,006 13,500 SH   SOLE 13,500 0 0
BLOCK H & R INC COM 093671105 3,146 134,000 SH   SOLE 134,000 0 0
BOOKING HLDGS INC COM 09857L108 7,393 3,600 SH   SOLE 3,600 0 0
CARDINAL HEALTH INC COM 14149Y108 3,171 62,700 SH   SOLE 62,700 0 0
CARE COM INC COM 141633107 600 39,887 SH   SOLE 39,887 0 0
CENTURYLINK INC COM 156700106 2,642 200,000 SH   SOLE 200,000 0 0
CIGNA CORP NEW COM 125523100 4,090 20,000 SH   SOLE 20,000 0 0
CISCO SYS INC COM 17275R102 3,717 77,500 SH   SOLE 77,500 0 0
CORTEVA INC COM 22052L104 26,604 900,000 SH   SOLE 900,000 0 0
CVR ENERGY INC COM 12662P108 3,275 81,000 SH   SOLE 81,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 24,562 420,000 SH   SOLE 420,000 0 0
DELUXE CORP COM 248019101 3,330 66,700 SH   SOLE 66,700 0 0
DISCOVERY INC COM SER A 25470F104 24,882 760,000 SH   SOLE 760,000 0 0
DISCOVERY INC COM SER C 25470F302 1,323 43,394 SH   SOLE 43,394 0 0
DOVER MOTORSPORTS INC COM 260174107 1,546 830,999 SH   SOLE 830,999 0 0
DUPONT DE NEMOURS INC COM 26614N102 20,865 325,000 SH   SOLE 325,000 0 0
DXC TECHNOLOGY CO COM 23355L106 2,549 67,800 SH   SOLE 67,800 0 0
EBAY INC COM 278642103 9,930 275,000 SH   SOLE 275,000 0 0
EMCOR GROUP INC COM 29084Q100 4,203 48,700 SH   SOLE 48,700 0 0
ENNIS INC COM 293389102 3,356 155,000 SH   SOLE 155,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 13,518 125,000 SH   SOLE 125,000 0 0
EXXON MOBIL CORP COM 30231G102 297 4,263 SH   SOLE 4,263 0 0
FACEBOOK INC CL A 30303M102 43,495 211,910 SH   SOLE 211,910 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 8,814 600,000 SH   SOLE 600,000 0 0
FOOT LOCKER INC COM 344849104 2,612 67,000 SH   SOLE 67,000 0 0
FOX CORP CL A COM 35137L105 3,707 100,000 SH   SOLE 100,000 0 0
GENERAL MLS INC COM 370334104 4,820 90,000 SH   SOLE 90,000 0 0
GILEAD SCIENCES INC COM 375558103 3,444 53,000 SH   SOLE 53,000 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 3,994 85,000 SH   SOLE 85,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,585 6,895 SH   SOLE 6,895 0 0
GRAHAM HLDGS CO COM 384637104 3,770 5,900 SH   SOLE 5,900 0 0
HANESBRANDS INC COM 410345102 4,336 292,000 SH   SOLE 292,000 0 0
HARLEY DAVIDSON INC COM 412822108 521 14,000 SH   SOLE 14,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 3,348 103,000 SH   SOLE 103,000 0 0
HOLLYFRONTIER CORP COM 436106108 3,955 78,000 SH   SOLE 78,000 0 0
HP INC COM 40434L105 4,131 201,000 SH   SOLE 201,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 13,214 98,586 SH   SOLE 98,586 0 0
INTERPUBLIC GROUP COS INC COM 460690100 4,250 184,000 SH   SOLE 184,000 0 0
J2 GLOBAL INC COM 48123V102 3,786 40,400 SH   SOLE 40,400 0 0
JOHNSON & JOHNSON COM 478160104 856 5,867 SH   SOLE 5,867 0 0
JPMORGAN CHASE & CO COM 46625H100 12,616 90,500 SH   SOLE 90,500 0 0
KORN FERRY COM NEW 500643200 3,248 76,600 SH   SOLE 76,600 0 0
L BRANDS INC COM 501797104 2,537 140,000 SH   SOLE 140,000 0 0
LEAR CORP COM NEW 521865204 3,842 28,000 SH   SOLE 28,000 0 0
MALIBU BOATS INC COM CL A 56117J100 4,177 102,000 SH   SOLE 102,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 2,658 133,369 SH   SOLE 133,369 0 0
MANPOWERGROUP INC COM 56418H100 3,331 34,300 SH   SOLE 34,300 0 0
MARCUS & MILLICHAP INC COM 566324109 3,837 103,000 SH   SOLE 103,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 2,945 187,000 SH   SOLE 187,000 0 0
MEDNAX INC COM 58502B106 3,846 138,400 SH   SOLE 138,400 0 0
MEDTRONIC PLC SHS G5960L103 2,683 23,650 SH   SOLE 23,650 0 0
MERITOR INC COM 59001K100 4,374 167,000 SH   SOLE 167,000 0 0
MICRON TECHNOLOGY INC COM 595112103 4,733 88,000 SH   SOLE 88,000 0 0
MICROSOFT CORP COM 594918104 10,881 69,000 SH   SOLE 69,000 0 0
MSC INDL DIRECT INC CL A 553530106 3,492 44,500 SH   SOLE 44,500 0 0
MTS SYS CORP COM 553777103 567 11,800 SH   SOLE 11,800 0 0
NETAPP INC COM 64110D104 4,021 64,600 SH   SOLE 64,600 0 0
OMNICOM GROUP INC COM 681919106 3,613 44,600 SH   SOLE 44,600 0 0
PATRICK INDS INC COM 703343103 4,824 92,000 SH   SOLE 92,000 0 0
PFIZER INC COM 717081103 12,189 311,100 SH   SOLE 311,100 0 0
PHILIP MORRIS INTL INC COM 718172109 1,047 12,300 SH   SOLE 12,300 0 0
PREMIER INC CL A 74051N102 3,902 103,000 SH   SOLE 103,000 0 0
PROCTER & GAMBLE CO COM 742718109 714 5,720 SH   SOLE 5,720 0 0
QURATE RETAIL INC COM SER A 74915M100 2,934 348,000 SH   SOLE 348,000 0 0
RESOURCES CONNECTION INC COM 76122Q105 2,915 178,500 SH   SOLE 178,500 0 0
SNAP ON INC COM 833034101 4,066 24,000 SH   SOLE 24,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,754 110,000 SH   SOLE 110,000 0 0
STEEL DYNAMICS INC COM 858119100 3,642 107,000 SH   SOLE 107,000 0 0
TECH DATA CORP COM 878237106 5,170 36,000 SH   SOLE 36,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 2,946 37,500 SH   SOLE 37,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 48,600 791,530 SH   SOLE 791,530 0 0
VIACOMCBS INC CL B 92556H206 3,253 77,512 SH   SOLE 77,512 0 0
WABASH NATL CORP COM 929566107 3,379 230,000 SH   SOLE 230,000 0 0
WARRIOR MET COAL INC COM 93627C101 3,064 145,000 SH   SOLE 145,000 0 0
WELLS FARGO CO NEW COM 949746101 4,218 78,405 SH   SOLE 78,405 0 0
WESTERN UN CO COM 959802109 5,037 188,100 SH   SOLE 188,100 0 0
WESTROCK CO COM 96145D105 32,437 755,940 SH   SOLE 755,940 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 6,720 130,000 SH   SOLE 130,000 0 0
XPERI CORP COM 98421B100 2,553 138,000 SH   SOLE 138,000 0 0