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 7,004 1,426,390 SH   SOLE 1,426,390 0 0
ABBVIE INC COM 00287Y109 7,699 87,900 SH   SOLE 87,900 0 0
ACUITY BRANDS INC COM 00508Y102 3,173 31,000 SH   SOLE 31,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,318 29,000 SH   SOLE 29,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,040 86,500 SH   SOLE 86,500 0 0
ALPHABET INC CAP STK CL A 02079K305 21,984 15,000 SH   SOLE 15,000 0 0
ALTRIA GROUP INC COM 02209S103 2,600 67,300 SH   SOLE 67,300 0 0
AMAZON COM INC COM 023135106 10,743 3,412 SH   SOLE 3,412 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,974 41,000 SH   SOLE 41,000 0 0
APPLE INC COM 037833100 11,118 96,000 SH   SOLE 96,000 0 0
ASGN INC COM 00191U102 3,763 59,200 SH   SOLE 59,200 0 0
AT&T INC COM 00206R102 14,567 510,935 SH   SOLE 510,935 0 0
ATKORE INTL GROUP INC COM 047649108 2,112 92,900 SH   SOLE 92,900 0 0
AZZ INC COM 002474104 2,324 68,100 SH   SOLE 68,100 0 0
BARNES GROUP INC COM 067806109 2,752 77,000 SH   SOLE 77,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,111 24,000 SH   SOLE 24,000 0 0
BIOGEN INC COM 09062X103 2,525 8,900 SH   SOLE 8,900 0 0
BOOKING HOLDINGS INC COM 09857L108 2,823 1,650 SH   SOLE 1,650 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 8,139 135,000 SH   SOLE 135,000 0 0
CARDINAL HEALTH INC COM 14149Y108 2,188 46,600 SH   SOLE 46,600 0 0
CIGNA CORP NEW COM 125523100 2,846 16,800 SH   SOLE 16,800 0 0
CISCO SYS INC COM 17275R102 3,053 77,500 SH   SOLE 77,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,041 43,800 SH   SOLE 43,800 0 0
COMCAST CORP NEW CL A 20030N101 9,946 215,000 SH   SOLE 215,000 0 0
COMFORT SYS USA INC COM 199908104 3,755 72,900 SH   SOLE 72,900 0 0
CORTEVA INC COM 22052L104 15,125 525,000 SH   SOLE 525,000 0 0
CRANE CO COM 224399105 2,632 52,500 SH   SOLE 52,500 0 0
DISCOVERY INC COM SER A 25470F104 2,395 110,000 SH   SOLE 110,000 0 0
DISCOVERY INC COM SER C 25470F302 851 43,394 SH   SOLE 43,394 0 0
DOVER MOTORSPORTS INC COM 260174107 987 700,000 SH   SOLE 700,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 11,096 200,000 SH   SOLE 200,000 0 0
DXC TECHNOLOGY CO COM 23355L106 1,710 95,800 SH   SOLE 95,800 0 0
EDGEWELL PERS CARE CO COM 28035Q102 2,462 88,300 SH   SOLE 88,300 0 0
EMCOR GROUP INC COM 29084Q100 3,297 48,700 SH   SOLE 48,700 0 0
ENNIS INC COM 293389102 2,703 155,000 SH   SOLE 155,000 0 0
F M C CORP COM NEW 302491303 15,887 150,000 SH   SOLE 150,000 0 0
FACEBOOK INC CL A 30303M102 44,785 171,000 SH   SOLE 171,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 12,220 1,000,000 SH   SOLE 1,000,000 0 0
FOX CORP CL A COM 35137L105 7,681 276,000 SH   SOLE 276,000 0 0
GENERAL MLS INC COM 370334104 5,551 90,000 SH   SOLE 90,000 0 0
GILEAD SCIENCES INC COM 375558103 3,349 53,000 SH   SOLE 53,000 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 12,609 335,000 SH   SOLE 335,000 0 0
GRAHAM HLDGS CO COM CL B 384637104 2,910 7,200 SH   SOLE 7,200 0 0
HANESBRANDS INC COM 410345102 3,544 225,000 SH   SOLE 225,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 2,555 130,000 SH   SOLE 130,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 3,774 80,900 SH   SOLE 80,900 0 0
HP INC COM 40434L105 5,165 272,000 SH   SOLE 272,000 0 0
INTEL CORP COM 458140100 3,366 65,000 SH   SOLE 65,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 12,883 105,881 SH   SOLE 105,881 0 0
INTERPUBLIC GROUP COS INC COM 460690100 21,454 1,287,000 SH   SOLE 1,287,000 0 0
INVESCO LTD SHS G491BT108 2,853 250,000 SH   SOLE 250,000 0 0
J2 GLOBAL INC COM 48123V102 2,796 40,400 SH   SOLE 40,400 0 0
JOHNSON & JOHNSON COM 478160104 842 5,655 SH   SOLE 5,655 0 0
JONES LANG LASALLE INC COM 48020Q107 2,219 23,200 SH   SOLE 23,200 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 14,436 85,000 SH   SOLE 85,000 0 0
LYFT INC CL A COM 55087P104 6,061 220,000 SH   SOLE 220,000 0 0
MALIBU BOATS INC COM CL A 56117J100 2,478 50,000 SH   SOLE 50,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 2,374 163,302 SH   SOLE 163,302 0 0
MANPOWERGROUP INC COM 56418H100 2,515 34,300 SH   SOLE 34,300 0 0
MARCUS & MILLICHAP INC COM 566324109 2,835 103,000 SH   SOLE 103,000 0 0
MASTEC INC COM 576323109 3,798 90,000 SH   SOLE 90,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 2,344 134,000 SH   SOLE 134,000 0 0
MEDNAX INC COM 58502B106 2,904 178,400 SH   SOLE 178,400 0 0
MERCK & CO. INC COM 58933Y105 14,931 180,000 SH   SOLE 180,000 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 3,736 220,000 SH   SOLE 220,000 0 0
METHODE ELECTRS INC COM 591520200 2,850 100,000 SH   SOLE 100,000 0 0
MICROSOFT CORP COM 594918104 13,040 62,000 SH   SOLE 62,000 0 0
MIDDLEBY CORP COM 596278101 3,463 38,600 SH   SOLE 38,600 0 0
MSC INDL DIRECT INC CL A 553530106 2,816 44,500 SH   SOLE 44,500 0 0
MTS SYS CORP COM 553777103 1,684 88,100 SH   SOLE 88,100 0 0
NETAPP INC COM 64110D104 2,832 64,600 SH   SOLE 64,600 0 0
NORWOOD FINANCIAL CORP COM 669549107 3,150 129,516 SH   SOLE 129,516 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 4,608 92,000 SH   SOLE 92,000 0 0
OMNICOM GROUP INC COM 681919106 2,713 54,800 SH   SOLE 54,800 0 0
PERDOCEO ED CORP COM 71363P106 2,730 223,000 SH   SOLE 223,000 0 0
PERSHING SQUARE TONTINE HLDG *W EXP 07/24/202 71531R117 9 1,388 SH   SOLE 1,388 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 270 12,500 SH   SOLE 12,500 0 0
PFIZER INC COM 717081103 12,902 351,550 SH   SOLE 351,550 0 0
PHILIP MORRIS INTL INC COM 718172109 4,747 63,300 SH   SOLE 63,300 0 0
POLARIS INC COM 731068102 4,717 50,000 SH   SOLE 50,000 0 0
PREMIER INC CL A 74051N102 3,381 103,000 SH   SOLE 103,000 0 0
PROCTER AND GAMBLE CO COM 742718109 759 5,460 SH   SOLE 5,460 0 0
PROGRESS SOFTWARE CORP COM 743312100 3,191 87,000 SH   SOLE 87,000 0 0
QURATE RETAIL INC COM SER A 74915M100 3,016 420,000 SH   SOLE 420,000 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 2,568 84,500 SH   SOLE 84,500 0 0
SNAP ON INC COM 833034101 3,531 24,000 SH   SOLE 24,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 9,986 165,000 SH   SOLE 165,000 0 0
TRIPADVISOR INC COM 896945201 2,841 145,000 SH   SOLE 145,000 0 0
TWITTER INC COM 90184L102 4,450 100,000 SH   SOLE 100,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,121 21,000 SH   SOLE 21,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 2,762 37,500 SH   SOLE 37,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 64,965 1,092,039 SH   SOLE 1,092,039 0 0
VIACOMCBS INC CL B 92556H206 2,423 86,512 SH   SOLE 86,512 0 0
WESTERN UN CO COM 959802109 2,959 138,100 SH   SOLE 138,100 0 0
WESTROCK CO COM 96145D105 6,164 177,444 SH   SOLE 177,444 0 0
WHIRLPOOL CORP COM 963320106 12,688 69,000 SH   SOLE 69,000 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 6,152 200,000 SH   SOLE 200,000 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 3,435 183,000 SH   SOLE 183,000 0 0