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 14,867 1,418,614 SH   SOLE   1,418,614 0 0
ABBVIE INC COM 00287Y109 11,079 103,400 SH   SOLE   103,400 0 0
ACUITY BRANDS INC COM 00508Y102 3,754 31,000 SH   SOLE   31,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 4,531 29,000 SH   SOLE   29,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,731 86,500 SH   SOLE   86,500 0 0
ALPHABET INC CAP STK CL A 02079K305 26,290 15,000 SH   SOLE   15,000 0 0
ALTRIA GROUP INC COM 02209S103 3,120 76,100 SH   SOLE   76,100 0 0
AMAZON COM INC COM 023135106 11,113 3,412 SH   SOLE   3,412 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,031 31,000 SH   SOLE   31,000 0 0
APPLE INC COM 037833100 12,741 96,019 SH   SOLE   96,019 0 0
AT&T INC COM 00206R102 7,864 273,420 SH   SOLE   273,420 0 0
ATKORE INTL GROUP INC COM 047649108 3,819 92,900 SH   SOLE   92,900 0 0
BARNES GROUP INC COM 067806109 3,903 77,000 SH   SOLE   77,000 0 0
BARRETT BUSINESS SVCS INC COM 068463108 2,926 42,900 SH   SOLE   42,900 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,565 24,000 SH   SOLE   24,000 0 0
BIOGEN INC COM 09062X103 2,179 8,900 SH   SOLE   8,900 0 0
BK OF AMERICA CORP COM 060505104 12,124 400,000 SH   SOLE   400,000 0 0
BLOCK H & R INC COM 093671105 2,712 171,000 SH   SOLE   171,000 0 0
BOOKING HOLDINGS INC COM 09857L108 3,675 1,650 SH   SOLE   1,650 0 0
CARDINAL HEALTH INC COM 14149Y108 2,496 46,600 SH   SOLE   46,600 0 0
CHEVRON CORP NEW COM 166764100 17 200 SH   SOLE   200 0 0
CIGNA CORP NEW COM 125523100 6,412 30,800 SH   SOLE   30,800 0 0
CISCO SYS INC COM 17275R102 3,468 77,500 SH   SOLE   77,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,589 43,800 SH   SOLE   43,800 0 0
COMCAST CORP NEW CL A 20030N101 14,410 275,000 SH   SOLE   275,000 0 0
COMFORT SYS USA INC COM 199908104 3,839 72,900 SH   SOLE   72,900 0 0
CORTEVA INC COM 22052L104 13,552 350,000 SH   SOLE   350,000 0 0
CRANE CO COM 224399105 4,077 52,500 SH   SOLE   52,500 0 0
CVS HEALTH CORP COM 126650100 3,190 46,700 SH   SOLE   46,700 0 0
DISCOVERY INC COM SER A 25470F104 3,310 110,000 SH   SOLE   110,000 0 0
DISCOVERY INC COM SER C 25470F302 1,136 43,394 SH   SOLE   43,394 0 0
DOVER MOTORSPORTS INC COM 260174107 976 430,000 SH   SOLE   430,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 6,044 85,000 SH   SOLE   85,000 0 0
DXC TECHNOLOGY CO COM 23355L106 2,467 95,800 SH   SOLE   95,800 0 0
EBAY INC. COM 278642103 3,467 69,000 SH   SOLE   69,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 3,053 88,300 SH   SOLE   88,300 0 0
EMCOR GROUP INC COM 29084Q100 4,454 48,700 SH   SOLE   48,700 0 0
ENNIS INC COM 293389102 2,767 155,000 SH   SOLE   155,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 4,501 165,000 SH   SOLE   165,000 0 0
EXXON MOBIL CORP COM 30231G102 114 2,763 SH   SOLE   2,763 0 0
FACEBOOK INC CL A 30303M102 46,710 171,000 SH   SOLE   171,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 6,332 350,000 SH   SOLE   350,000 0 0
FMC CORP COM NEW 302491303 17,240 150,000 SH   SOLE   150,000 0 0
FOX CORP CL A COM 35137L105 2,912 100,000 SH   SOLE   100,000 0 0
GENERAL MLS INC COM 370334104 2,470 42,000 SH   SOLE   42,000 0 0
GILEAD SCIENCES INC COM 375558103 7,049 121,000 SH   SOLE   121,000 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 17,848 485,000 SH   SOLE   485,000 0 0
GRAFTECH INTL LTD COM 384313508 4,424 415,000 SH   SOLE   415,000 0 0
GRAHAM HLDGS CO COM CL B 384637104 3,840 7,200 SH   SOLE   7,200 0 0
HANESBRANDS INC COM 410345102 3,281 225,000 SH   SOLE   225,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 526 17,900 SH   SOLE   17,900 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 3,887 80,900 SH   SOLE   80,900 0 0
HP INC COM 40434L105 6,688 272,000 SH   SOLE   272,000 0 0
INTEL CORP COM 458140100 3,238 65,000 SH   SOLE   65,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,391 18,991 SH   SOLE   18,991 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 7,619 70,000 SH   SOLE   70,000 0 0
INTERNATIONAL PAPER CO COM 460146103 1,193 24,000 SH   SOLE   24,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 27,330 1,162,000 SH   SOLE   1,162,000 0 0
INVESCO LTD SHS G491BT108 3,957 227,000 SH   SOLE   227,000 0 0
J2 GLOBAL INC COM 48123V102 3,947 40,400 SH   SOLE   40,400 0 0
JOHNSON & JOHNSON COM 478160104 595 3,780 SH   SOLE   3,780 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 17,957 95,000 SH   SOLE   95,000 0 0
LYFT INC CL A COM 55087P104 10,809 220,000 SH   SOLE   220,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 2,734 163,302 SH   SOLE   163,302 0 0
MASTEC INC COM 576323109 6,136 90,000 SH   SOLE   90,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 3,329 134,000 SH   SOLE   134,000 0 0
MEDNAX INC COM 58502B106 4,378 178,400 SH   SOLE   178,400 0 0
MERCK & CO. INC COM 58933Y105 17,587 215,000 SH   SOLE   215,000 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 4,112 220,000 SH   SOLE   220,000 0 0
METHODE ELECTRS INC COM 591520200 3,828 100,000 SH   SOLE   100,000 0 0
MICROSOFT CORP COM 594918104 13,790 62,000 SH   SOLE   62,000 0 0
MIDDLEBY CORP COM 596278101 4,976 38,600 SH   SOLE   38,600 0 0
MSC INDL DIRECT INC CL A 553530106 3,755 44,500 SH   SOLE   44,500 0 0
MTS SYS CORP COM 553777103 5,124 88,100 SH   SOLE   88,100 0 0
NETAPP INC COM 64110D104 4,279 64,600 SH   SOLE   64,600 0 0
NORWOOD FINL CORP COM 669549107 3,389 129,516 SH   SOLE   129,516 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 5,026 92,000 SH   SOLE   92,000 0 0
OMNICOM GROUP INC COM 681919106 3,418 54,800 SH   SOLE   54,800 0 0
PERDOCEO ED CORP COM 71363P106 2,816 223,000 SH   SOLE   223,000 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 347 12,500 SH   SOLE   12,500 0 0
PFIZER INC COM 717081103 12,524 340,225 SH   SOLE   340,225 0 0
PHILIP MORRIS INTL INC COM 718172109 9,380 113,300 SH   SOLE   113,300 0 0
POLARIS INC COM 731068102 4,764 50,000 SH   SOLE   50,000 0 0
PROCTER AND GAMBLE CO COM 742718109 760 5,460 SH   SOLE   5,460 0 0
PROGRESS SOFTWARE CORP COM 743312100 3,932 87,000 SH   SOLE   87,000 0 0
PULTE GROUP INC COM 745867101 3,105 72,000 SH   SOLE   72,000 0 0
QURATE RETAIL INC COM SER A 74915M100 4,607 420,000 SH   SOLE   420,000 0 0
RENT A CTR INC NEW COM 76009N100 3,944 103,000 SH   SOLE   103,000 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 3,398 84,500 SH   SOLE   84,500 0 0
SHATTUCK LABS INC COM 82024L103 41,908 799,612 SH   SOLE   799,612 0 0
SMITH & WESSON BRANDS INC COM 831754106 3,124 176,000 SH   SOLE   176,000 0 0
SNAP ON INC COM 833034101 4,107 24,000 SH   SOLE   24,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 12,004 165,000 SH   SOLE   165,000 0 0
STRATEGIC ED INC COM 86272C103 3,070 32,200 SH   SOLE   32,200 0 0
TRIPADVISOR INC COM 896945201 5,324 185,000 SH   SOLE   185,000 0 0
TWITTER INC COM 90184L102 5,415 100,000 SH   SOLE   100,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,188 21,000 SH   SOLE   21,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 2,891 37,500 SH   SOLE   37,500 0 0
VECTRUS INC COM 92242T101 3,640 73,200 SH   SOLE   73,200 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 37,811 643,599 SH   SOLE   643,599 0 0
VIATRIS INC COM 92556V106 798 42,572 SH   SOLE   42,572 0 0
WALMART INC COM 931142103 36 250 SH   SOLE   250 0 0
WESTERN UN CO COM 959802109 3,030 138,100 SH   SOLE   138,100 0 0
WESTROCK CO COM 96145D105 2,394 55,000 SH   SOLE   55,000 0 0
WHIRLPOOL CORP COM 963320106 7,039 39,000 SH   SOLE   39,000 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 8,972 200,000 SH   SOLE   200,000 0 0