The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 14,882 | 155,497 | SH | SOLE | 0 | 0 | 155,497 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 5,160 | 17,110 | SH | SOLE | 0 | 0 | 17,110 | ||
| FEDEX CORP | COM | 31428x106 | 9,430 | 69,426 | SH | SOLE | 0 | 0 | 69,426 | ||
| CORNING INC | COM | 219350105 | 6,700 | 259,508 | SH | SOLE | 0 | 0 | 259,508 | ||
| GENERAL MTRS CO | COM | 37045V100 | 10,066 | 404,588 | SH | SOLE | 0 | 0 | 404,588 | ||
| INTEL CORP | COM | 458140100 | 19,352 | 324,701 | SH | SOLE | 0 | 0 | 324,701 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 14,960 | 158,980 | SH | SOLE | 0 | 0 | 158,980 | ||
| KRAFT HEINZ CO | COM | 500754106 | 11,353 | 359,873 | SH | SOLE | 0 | 0 | 359,873 | ||
| KOHLS CORP | COM | 500255104 | 6,253 | 307,616 | SH | SOLE | 0 | 0 | 307,616 | ||
| LEIDOS HLDGS INC | COM | 525327102 | 213 | 2,297 | SH | SOLE | 0 | 0 | 2,297 | ||
| MOHAWK INDS INC | COM | 608190104 | 5,864 | 58,789 | SH | SOLE | 0 | 0 | 58,789 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 8,168 | 437,749 | SH | SOLE | 0 | 0 | 437,749 | ||
| MICROSOFT CORP | COM | 594918104 | 39,478 | 198,944 | SH | SOLE | 0 | 0 | 198,944 | ||
| NUCOR CORP | COM | 670346105 | 9,534 | 233,801 | SH | SOLE | 0 | 0 | 233,801 | ||
| PULTE GROUP INC | COM | 745867101 | 17,127 | 513,878 | SH | SOLE | 0 | 0 | 513,878 | ||
| SYNCHRONY FINL | COM | 87165B103 | 11,331 | 515,761 | SH | SOLE | 0 | 0 | 515,761 | ||
| TAPESTRY INC | COM | 876030107 | 10,606 | 805,944 | SH | SOLE | 0 | 0 | 805,944 | ||
| TYSON FOODS INC | CL A | 902494103 | 13,104 | 221,700 | SH | SOLE | 0 | 0 | 221,700 | ||
| US BANCORP DEL | COM NEW | 902973304 | 3,231 | 88,911 | SH | SOLE | 0 | 0 | 88,911 | ||
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 12,425 | 221,490 | SH | SOLE | 0 | 0 | 221,490 | ||
| WELLS FARGO CO | COM | 949746101 | 12,022 | 468,536 | SH | SOLE | 0 | 0 | 468,536 | ||