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 9,970 1,426,390 SH   SOLE   1,426,390 0 0
ABBVIE INC COM 00287Y109 6,519 66,400 SH   SOLE   66,400 0 0
ACUITY BRANDS INC COM 00508Y102 2,968 31,000 SH   SOLE   31,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,181 86,500 SH   SOLE   86,500 0 0
ALPHABET INC CAP STK CL A 02079K305 23,398 16,500 SH   SOLE   16,500 0 0
ALTRIA GROUP INC COM 02209S103 2,642 67,300 SH   SOLE   67,300 0 0
AMAZON COM INC COM 023135106 9,689 3,512 SH   SOLE   3,512 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,132 41,000 SH   SOLE   41,000 0 0
AMGEN INC COM 031162100 2,901 12,300 SH   SOLE   12,300 0 0
APPLE INC COM 037833100 8,755 24,000 SH   SOLE   24,000 0 0
ASGN INC COM 00191U102 3,947 59,200 SH   SOLE   59,200 0 0
AT&T INC COM 00206R102 14,621 483,655 SH   SOLE   483,655 0 0
ATKORE INTL GROUP INC COM 047649108 2,541 92,900 SH   SOLE   92,900 0 0
AZZ INC COM 002474104 2,691 78,400 SH   SOLE   78,400 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,284 24,000 SH   SOLE   24,000 0 0
BEST BUY INC COM 086516101 3,342 38,300 SH   SOLE   38,300 0 0
BIOGEN INC COM 09062X103 2,381 8,900 SH   SOLE   8,900 0 0
BOOKING HOLDINGS INC COM 09857L108 2,627 1,650 SH   SOLE   1,650 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,938 135,000 SH   SOLE   135,000 0 0
CARDINAL HEALTH INC COM 14149Y108 2,088 40,000 SH   SOLE   40,000 0 0
CIGNA CORP NEW COM 125523100 2,402 12,800 SH   SOLE   12,800 0 0
CISCO SYS INC COM 17275R102 3,615 77,500 SH   SOLE   77,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,159 38,000 SH   SOLE   38,000 0 0
COMCAST CORP NEW CL A 20030N101 3,898 100,000 SH   SOLE   100,000 0 0
COMFORT SYS USA INC COM 199908104 2,971 72,900 SH   SOLE   72,900 0 0
CORTEVA INC COM 22052L104 16,744 625,000 SH   SOLE   625,000 0 0
CRANE CO COM 224399105 3,122 52,500 SH   SOLE   52,500 0 0
CVR ENERGY INC COM 12662P108 2,132 106,000 SH   SOLE   106,000 0 0
DISCOVERY INC COM SER A 25470F104 2,321 110,000 SH   SOLE   110,000 0 0
DISCOVERY INC COM SER C 25470F302 836 43,394 SH   SOLE   43,394 0 0
DOVER MOTORSPORTS INC COM 260174107 1,085 700,000 SH   SOLE   700,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 10,626 200,000 SH   SOLE   200,000 0 0
DXC TECHNOLOGY CO COM 23355L106 1,581 95,800 SH   SOLE   95,800 0 0
EDGEWELL PERS CARE CO COM 28035Q102 2,751 88,300 SH   SOLE   88,300 0 0
EMCOR GROUP INC COM 29084Q100 3,221 48,700 SH   SOLE   48,700 0 0
ENNIS INC COM 293389102 2,812 155,000 SH   SOLE   155,000 0 0
F M C CORP COM NEW 302491303 16,437 165,000 SH   SOLE   165,000 0 0
FACEBOOK INC CL A 30303M102 40,532 178,500 SH   SOLE   178,500 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 10,240 1,000,000 SH   SOLE   1,000,000 0 0
FOX CORP CL A COM 35137L105 7,510 280,000 SH   SOLE   280,000 0 0
GENERAL MLS INC COM 370334104 5,549 90,000 SH   SOLE   90,000 0 0
GILEAD SCIENCES INC COM 375558103 4,078 53,000 SH   SOLE   53,000 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 9,586 235,000 SH   SOLE   235,000 0 0
GRAHAM HLDGS CO COM CL B 384637104 2,467 7,200 SH   SOLE   7,200 0 0
HANESBRANDS INC COM 410345102 2,540 225,000 SH   SOLE   225,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 2,811 130,000 SH   SOLE   130,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 3,639 80,900 SH   SOLE   80,900 0 0
HP INC COM 40434L105 4,741 272,000 SH   SOLE   272,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 13,008 107,711 SH   SOLE   107,711 0 0
INTERPUBLIC GROUP COS INC COM 460690100 13,574 791,000 SH   SOLE   791,000 0 0
INVESCO LTD SHS G491BT108 2,690 250,000 SH   SOLE   250,000 0 0
J2 GLOBAL INC COM 48123V102 2,554 40,400 SH   SOLE   40,400 0 0
JOHNSON & JOHNSON COM 478160104 804 5,715 SH   SOLE   5,715 0 0
JONES LANG LASALLE INC COM 48020Q107 1,883 18,200 SH   SOLE   18,200 0 0
KORN FERRY COM NEW 500643200 3,494 113,700 SH   SOLE   113,700 0 0
LEAR CORP COM NEW 521865204 3,053 28,000 SH   SOLE   28,000 0 0
LYFT INC CL A COM 55087P104 7,262 220,000 SH   SOLE   220,000 0 0
MALIBU BOATS INC COM CL A 56117J100 2,598 50,000 SH   SOLE   50,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 2,551 161,169 SH   SOLE   161,169 0 0
MANPOWERGROUP INC COM 56418H100 2,358 34,300 SH   SOLE   34,300 0 0
MARCUS & MILLICHAP INC COM 566324109 2,973 103,000 SH   SOLE   103,000 0 0
MASTEC INC COM 576323109 4,038 90,000 SH   SOLE   90,000 0 0
MEDNAX INC COM 58502B106 3,051 178,400 SH   SOLE   178,400 0 0
MEDTRONIC PLC SHS G5960L103 1,376 15,000 SH   SOLE   15,000 0 0
MERCK & CO. INC COM 58933Y105 12,373 160,000 SH   SOLE   160,000 0 0
MERITOR INC COM 59001K100 3,307 167,000 SH   SOLE   167,000 0 0
MICROSOFT CORP COM 594918104 12,618 62,000 SH   SOLE   62,000 0 0
MIDDLEBY CORP COM 596278101 3,047 38,600 SH   SOLE   38,600 0 0
MSC INDL DIRECT INC CL A 553530106 3,240 44,500 SH   SOLE   44,500 0 0
MTS SYS CORP COM 553777103 1,550 88,100 SH   SOLE   88,100 0 0
NETAPP INC COM 64110D104 2,866 64,600 SH   SOLE   64,600 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 3,517 92,000 SH   SOLE   92,000 0 0
OMNICOM GROUP INC COM 681919106 2,643 48,400 SH   SOLE   48,400 0 0
OSHKOSH CORP COM 688239201 2,507 35,000 SH   SOLE   35,000 0 0
PERDOCEO ED CORP COM 71363P106 3,552 223,000 SH   SOLE   223,000 0 0
PFIZER INC COM 717081103 11,496 351,550 SH   SOLE   351,550 0 0
PHILIP MORRIS INTL INC COM 718172109 3,594 51,300 SH   SOLE   51,300 0 0
POLARIS INC COM 731068102 5,553 60,000 SH   SOLE   60,000 0 0
PREMIER INC CL A 74051N102 3,531 103,000 SH   SOLE   103,000 0 0
PROCTER AND GAMBLE CO COM 742718109 653 5,460 SH   SOLE   5,460 0 0
QURATE RETAIL INC COM SER A 74915M100 3,990 420,000 SH   SOLE   420,000 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 2,479 74,200 SH   SOLE   74,200 0 0
SNAP ON INC COM 833034101 3,324 24,000 SH   SOLE   24,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 9,319 165,000 SH   SOLE   165,000 0 0
TRIPADVISOR INC COM 896945201 2,471 130,000 SH   SOLE   130,000 0 0
TWITTER INC COM 90184L102 2,979 100,000 SH   SOLE   100,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,541 21,000 SH   SOLE   21,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 2,754 37,500 SH   SOLE   37,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 60,687 1,100,790 SH   SOLE   1,100,790 0 0
VIACOMCBS INC CL B 92556H206 2,227 95,512 SH   SOLE   95,512 0 0
WESTERN UN CO COM 959802109 2,986 138,100 SH   SOLE   138,100 0 0
WESTROCK CO COM 96145D105 19,259 681,495 SH   SOLE   681,495 0 0
WHIRLPOOL CORP COM 963320106 12,176 94,000 SH   SOLE   94,000 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 5,636 200,000 SH   SOLE   200,000 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 2,370 155,000 SH   SOLE   155,000 0 0