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 56,702 1,418,614 SH   SOLE   1,418,614 0 0
ABBVIE INC COM 00287Y109 12,086 107,300 SH   SOLE   107,300 0 0
ABM INDS INC COM 000957100 3,947 89,000 SH   SOLE   89,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 5,328 29,000 SH   SOLE   29,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,994 100,500 SH   SOLE   100,500 0 0
ALPHABET INC CAP STK CL A 02079K305 36,627 15,000 SH   SOLE   15,000 0 0
ALTRIA GROUP INC COM 02209S103 4,000 83,900 SH   SOLE   83,900 0 0
AMAZON COM INC COM 023135106 11,728 3,409 SH   SOLE   3,409 0 0
AMC NETWORKS INC CL A 00164V103 5,010 75,000 SH   SOLE   75,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,041 35,300 SH   SOLE   35,300 0 0
AMGEN INC COM 031162100 4,144 17,000 SH   SOLE   17,000 0 0
AT&T INC COM 00206R102 6,332 220,000 SH   SOLE   220,000 0 0
BARNES GROUP INC COM 067806109 3,946 77,000 SH   SOLE   77,000 0 0
BARRETT BUSINESS SVCS INC COM 068463108 3,115 42,900 SH   SOLE   42,900 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,670 24,000 SH   SOLE   24,000 0 0
BIOGEN INC COM 09062X103 2,805 8,100 SH   SOLE   8,100 0 0
BK OF AMERICA CORP COM 060505104 16,492 400,000 SH   SOLE   400,000 0 0
BLOCK H & R INC COM 093671105 4,579 195,000 SH   SOLE   195,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,758 71,200 SH   SOLE   71,200 0 0
CARDINAL HEALTH INC COM 14149Y108 4,145 72,600 SH   SOLE   72,600 0 0
CARS COM INC COM 14575E105 4,672 326,000 SH   SOLE   326,000 0 0
CIGNA CORP NEW COM 125523100 3,983 16,800 SH   SOLE   16,800 0 0
CISCO SYS INC COM 17275R102 4,537 85,600 SH   SOLE   85,600 0 0
COMCAST CORP NEW CL A 20030N101 15,681 275,000 SH   SOLE   275,000 0 0
CORTEVA INC COM 22052L104 7,761 175,000 SH   SOLE   175,000 0 0
CVS HEALTH CORP COM 126650100 4,981 59,700 SH   SOLE   59,700 0 0
DELUXE CORP COM 248019101 4,920 103,000 SH   SOLE   103,000 0 0
DISCOVERY INC COM SER A 25470F104 4,197 136,800 SH   SOLE   136,800 0 0
DXC TECHNOLOGY CO COM 23355L106 5,522 141,800 SH   SOLE   141,800 0 0
EBAY INC. COM 278642103 4,844 69,000 SH   SOLE   69,000 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 4,346 69,000 SH   SOLE   69,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 8,515 325,000 SH   SOLE   325,000 0 0
FACEBOOK INC CL A 30303M102 43,464 125,000 SH   SOLE   125,000 0 0
FMC CORP COM NEW 302491303 16,771 155,000 SH   SOLE   155,000 0 0
FOX CORP CL A COM 35137L105 4,196 113,000 SH   SOLE   113,000 0 0
GENERAL DYNAMICS CORP COM 369550108 6,589 35,000 SH   SOLE   35,000 0 0
GENERAL MLS INC COM 370334104 2,559 42,000 SH   SOLE   42,000 0 0
GILEAD SCIENCES INC COM 375558103 9,393 136,400 SH   SOLE   136,400 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 21,304 535,000 SH   SOLE   535,000 0 0
GRAFTECH INTL LTD COM 384313508 4,822 415,000 SH   SOLE   415,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 4,725 89,600 SH   SOLE   89,600 0 0
HILLENBRAND INC COM 431571108 3,923 89,000 SH   SOLE   89,000 0 0
HP INC COM 40434L105 5,615 186,000 SH   SOLE   186,000 0 0
INTEL CORP COM 458140100 3,649 65,000 SH   SOLE   65,000 0 0
INTERDIGITAL INC COM 45867G101 3,798 52,000 SH   SOLE   52,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 7,504 51,191 SH   SOLE   51,191 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 15,687 105,000 SH   SOLE   105,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 26,057 802,000 SH   SOLE   802,000 0 0
INVESCO LTD SHS G491BT108 6,068 227,000 SH   SOLE   227,000 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 4,569 355,000 SH   SOLE   355,000 0 0
J2 GLOBAL INC COM 48123V102 5,557 40,400 SH   SOLE   40,400 0 0
JOHNSON & JOHNSON COM 478160104 623 3,780 SH   SOLE   3,780 0 0
KELLOGG CO COM 487836108 3,538 55,000 SH   SOLE   55,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 18,589 86,000 SH   SOLE   86,000 0 0
LYFT INC CL A COM 55087P104 9,677 160,000 SH   SOLE   160,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 3,523 134,000 SH   SOLE   134,000 0 0
MERCK & CO INC COM 58933Y105 19,443 250,000 SH   SOLE   250,000 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 4,880 220,000 SH   SOLE   220,000 0 0
METHODE ELECTRS INC COM 591520200 4,921 100,000 SH   SOLE   100,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 4,295 80,000 SH   SOLE   80,000 0 0
MSG NETWORK INC CL A 553573106 3,281 225,000 SH   SOLE   225,000 0 0
NAUTILUS INC COM 63910B102 4,465 265,000 SH   SOLE   265,000 0 0
OMNICOM GROUP INC COM 681919106 4,383 54,800 SH   SOLE   54,800 0 0
ONEWATER MARINE INC CL A COM 68280L101 3,783 90,000 SH   SOLE   90,000 0 0
ORGANON & CO COMMON STOCK 68622V106 3,026 100,000 SH   SOLE   100,000 0 0
PERDOCEO ED CORP COM 71363P106 4,307 351,000 SH   SOLE   351,000 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 285 12,500 SH   SOLE   12,500 0 0
PFIZER INC COM 717081103 20,738 529,575 SH   SOLE   529,575 0 0
PHILIP MORRIS INTL INC COM 718172109 26,145 263,800 SH   SOLE   263,800 0 0
POLARIS INC COM 731068102 6,848 50,000 SH   SOLE   50,000 0 0
PROCTER AND GAMBLE CO COM 742718109 737 5,460 SH   SOLE   5,460 0 0
PROGRESS SOFTWARE CORP COM 743312100 4,024 87,000 SH   SOLE   87,000 0 0
PULTE GROUP INC COM 745867101 3,929 72,000 SH   SOLE   72,000 0 0
QURATE RETAIL INC COM SER A 74915M100 5,498 420,000 SH   SOLE   420,000 0 0
RENT A CTR INC NEW COM 76009N100 5,466 103,000 SH   SOLE   103,000 0 0
SHATTUCK LABS INC COM 82024L103 22,784 785,940 SH   SOLE   785,940 0 0
SMITH & WESSON BRANDS INC COM 831754106 6,107 176,000 SH   SOLE   176,000 0 0
SMUCKER J M CO COM NEW 832696405 4,017 31,000 SH   SOLE   31,000 0 0
STRATEGIC ED INC COM 86272C103 3,499 46,000 SH   SOLE   46,000 0 0
SYNNEX CORP COM 87162W100 5,163 42,400 SH   SOLE   42,400 0 0
TRIPADVISOR INC COM 896945201 7,456 185,000 SH   SOLE   185,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 3,824 161,000 SH   SOLE   161,000 0 0
TYSON FOODS INC CL A 902494103 3,909 53,000 SH   SOLE   53,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 4,251 41,500 SH   SOLE   41,500 0 0
VECTRUS INC COM 92242T101 3,484 73,200 SH   SOLE   73,200 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 31,693 565,639 SH   SOLE   565,639 0 0
VIACOMCBS INC CL B 92556H206 5,062 112,000 SH   SOLE   112,000 0 0
VIATRIS INC COM 92556V106 3,430 240,000 SH   SOLE   240,000 0 0
VONTIER CORPORATION COM 928881101 4,415 135,500 SH   SOLE   135,500 0 0
WESTERN UN CO COM 959802109 3,540 154,100 SH   SOLE   154,100 0 0
WHIRLPOOL CORP COM 963320106 11,228 51,500 SH   SOLE   51,500 0 0
XPERI HOLDING CORP COM 98390M103 4,648 209,000 SH   SOLE   209,000 0 0