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
ALLSTATE CORP COM 020002101 13,296 154,267 SH   SOLE   0 0 154,267
CARNIVAL CORP UNIT 99/99/9999 143658300 3,100 314,500 SH   SOLE   0 0 314,500
COSTCO WHSL CORP NEW COM 22160K105 4,858 17,040 SH   SOLE   0 0 17,040
FEDEX CORP COM 31428x106 7,858 69,546 SH   SOLE   0 0 69,546
SPDR GOLD SHARES ETF COM 78463V107 4,705 31,443 SH   SOLE   0 0 31,443
GENERAL MTRS CO COM 37045V100 7,578 394,696 SH   SOLE   0 0 394,696
INTEL CORP COM 458140100 17,184 328,521 SH   SOLE   0 0 328,521
JETBLUE AWYS CORP COM 477143101 5,526 686,550 SH   SOLE   0 0 686,550
JPMORGAN CHASE & CO COM 46625H100 13,210 156,633 SH   SOLE   0 0 156,633
KRAFT HEINZ CO COM 500754106 8,376 352,998 SH   SOLE   0 0 352,998
KOHLS CORP COM 500255104 3,787 290,006 SH   SOLE   0 0 290,006
LEIDOS HLDGS INC COM 525327102 200 2,297 SH   SOLE   0 0 2,297
MOHAWK INDS INC COM 608190104 3,714 55,842 SH   SOLE   0 0 55,842
MICROSOFT CORP COM 594918104 31,375 198,944 SH   SOLE   0 0 198,944
NUCOR CORP COM 670346105 8,349 231,870 SH   SOLE   0 0 231,870
PACCAR INC COM 693718108 12,371 208,688 SH   SOLE   0 0 208,688
PULTE GROUP INC COM 745867101 10,260 489,978 SH   SOLE   0 0 489,978
SYNCHRONY FINL COM 87165B103 7,014 485,437 SH   SOLE   0 0 485,437
TAPESTRY INC COM 876030107 8,459 769,036 SH   SOLE   0 0 769,036
TYSON FOODS INC CL A 902494103 12,107 215,441 SH   SOLE   0 0 215,441
US BANCORP DEL COM NEW 902973304 3,062 88,911 SH   SOLE   0 0 88,911
VALERO ENERGY CORP NEW COM 91913Y100 9,083 221,657 SH   SOLE   0 0 221,657