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 39,111 1,418,614 SH   SOLE   1,418,614 0 0
ABBVIE INC COM 00287Y109 11,574 107,300 SH   SOLE   107,300 0 0
ABM INDS INC COM 000957100 4,006 89,000 SH   SOLE   89,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,550 100,500 SH   SOLE   100,500 0 0
ALPHABET INC CAP STK CL A 02079K305 40,103 15,000 SH   SOLE   15,000 0 0
ALTRIA GROUP INC COM 02209S103 3,819 83,900 SH   SOLE   83,900 0 0
AMAZON COM INC COM 023135106 5,585 1,700 SH   SOLE   1,700 0 0
AMC NETWORKS INC CL A 00164V103 3,494 75,000 SH   SOLE   75,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 4,035 458,000 SH   SOLE   458,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,217 35,300 SH   SOLE   35,300 0 0
AMGEN INC COM 031162100 4,040 19,000 SH   SOLE   19,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 3,700 61,604 SH   SOLE   61,604 0 0
AT&T INC COM 00206R102 5,942 220,000 SH   SOLE   220,000 0 0
BARRETT BUSINESS SVCS INC COM 068463108 3,272 42,900 SH   SOLE   42,900 0 0
BATH & BODY WORKS INC COM 070830104 3,971 63,000 SH   SOLE   63,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,551 24,000 SH   SOLE   24,000 0 0
BIOGEN INC COM 09062X103 2,292 8,100 SH   SOLE   8,100 0 0
BK OF AMERICA CORP COM 060505104 13,796 325,000 SH   SOLE   325,000 0 0
BLOCK H & R INC COM 093671105 4,875 195,000 SH   SOLE   195,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,213 71,200 SH   SOLE   71,200 0 0
CARDINAL HEALTH INC COM 14149Y108 3,591 72,600 SH   SOLE   72,600 0 0
CARS COM INC COM 14575E105 4,124 326,000 SH   SOLE   326,000 0 0
CIGNA CORP NEW COM 125523100 3,363 16,800 SH   SOLE   16,800 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 3,628 183,800 SH   SOLE   183,800 0 0
COMCAST CORP NEW CL A 20030N101 15,381 275,000 SH   SOLE   275,000 0 0
CORTEVA INC COM 22052L104 7,364 175,000 SH   SOLE   175,000 0 0
CVS HEALTH CORP COM 126650100 5,066 59,700 SH   SOLE   59,700 0 0
DISCOVERY INC COM SER A 25470F104 3,853 151,800 SH   SOLE   151,800 0 0
DXC TECHNOLOGY CO COM 23355L106 4,766 141,800 SH   SOLE   141,800 0 0
EBAY INC. COM 278642103 4,807 69,000 SH   SOLE   69,000 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 3,455 69,000 SH   SOLE   69,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 11,042 425,000 SH   SOLE   425,000 0 0
FACEBOOK INC CL A 30303M102 35,636 105,000 SH   SOLE   105,000 0 0
FMC CORP COM NEW 302491303 15,107 165,000 SH   SOLE   165,000 0 0
FOX CORP CL A COM 35137L105 4,532 113,000 SH   SOLE   113,000 0 0
GENERAL DYNAMICS CORP COM 369550108 6,861 35,000 SH   SOLE   35,000 0 0
GENERAL MLS INC COM 370334104 2,512 42,000 SH   SOLE   42,000 0 0
GILEAD SCIENCES INC COM 375558103 9,528 136,400 SH   SOLE   136,400 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 20,442 535,000 SH   SOLE   535,000 0 0
GRAFTECH INTL LTD COM 384313508 4,283 415,000 SH   SOLE   415,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 4,306 101,600 SH   SOLE   101,600 0 0
HILLENBRAND INC COM 431571108 3,796 89,000 SH   SOLE   89,000 0 0
HP INC COM 40434L105 5,089 186,000 SH   SOLE   186,000 0 0
INNOVIVA INC COM 45781M101 3,676 220,000 SH   SOLE   220,000 0 0
INTERDIGITAL INC COM 45867G101 3,527 52,000 SH   SOLE   52,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 7,112 51,191 SH   SOLE   51,191 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 13,372 100,000 SH   SOLE   100,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 20,169 550,000 SH   SOLE   550,000 0 0
INVESCO LTD SHS G491BT108 5,473 227,000 SH   SOLE   227,000 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 4,636 355,000 SH   SOLE   355,000 0 0
J2 GLOBAL INC COM 48123V102 5,519 40,400 SH   SOLE   40,400 0 0
JOHNSON & JOHNSON COM 478160104 610 3,780 SH   SOLE   3,780 0 0
KELLOGG CO COM 487836108 3,516 55,000 SH   SOLE   55,000 0 0
KRAFT HEINZ CO COM 500754106 6,444 175,000 SH   SOLE   175,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 18,720 85,000 SH   SOLE   85,000 0 0
LOUISIANA PAC CORP COM 546347105 4,480 73,000 SH   SOLE   73,000 0 0
LYFT INC CL A COM 55087P104 8,574 160,000 SH   SOLE   160,000 0 0
MERCK & CO INC COM 58933Y105 18,778 250,000 SH   SOLE   250,000 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 4,233 220,000 SH   SOLE   220,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 3,710 80,000 SH   SOLE   80,000 0 0
MUELLER INDS INC COM 624756102 3,863 94,000 SH   SOLE   94,000 0 0
NAUTILUS INC COM 63910B102 3,709 398,400 SH   SOLE   398,400 0 0
OMNICOM GROUP INC COM 681919106 6,130 84,600 SH   SOLE   84,600 0 0
ONEWATER MARINE INC CL A COM 68280L101 3,619 90,000 SH   SOLE   90,000 0 0
PERDOCEO ED CORP COM 71363P106 3,707 351,000 SH   SOLE   351,000 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 246 12,500 SH   SOLE   12,500 0 0
PFIZER INC COM 717081103 22,777 529,575 SH   SOLE   529,575 0 0
PHILIP MORRIS INTL INC COM 718172109 25,006 263,800 SH   SOLE   263,800 0 0
POLARIS INC COM 731068102 5,983 50,000 SH   SOLE   50,000 0 0
PROCTER AND GAMBLE CO COM 742718109 763 5,460 SH   SOLE   5,460 0 0
PULTE GROUP INC COM 745867101 3,306 72,000 SH   SOLE   72,000 0 0
QURATE RETAIL INC COM SER A 74915M100 4,280 420,000 SH   SOLE   420,000 0 0
RENT A CTR INC NEW COM 76009N100 5,790 103,000 SH   SOLE   103,000 0 0
SHATTUCK LABS INC COM 82024L103 16,490 809,140 SH   SOLE   809,140 0 0
SMITH & WESSON BRANDS INC COM 831754106 3,654 176,000 SH   SOLE   176,000 0 0
SMUCKER J M CO COM NEW 832696405 3,721 31,000 SH   SOLE   31,000 0 0
STERLING CONSTR INC COM 859241101 3,219 142,000 SH   SOLE   142,000 0 0
STRATEGIC ED INC COM 86272C103 4,413 62,600 SH   SOLE   62,600 0 0
SYNNEX CORP COM 87162W100 4,414 42,400 SH   SOLE   42,400 0 0
TEGNA INC COM 87901J105 4,753 241,000 SH   SOLE   241,000 0 0
TRIPADVISOR INC COM 896945201 6,262 185,000 SH   SOLE   185,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 3,605 170,700 SH   SOLE   170,700 0 0
TYSON FOODS INC CL A 902494103 4,184 53,000 SH   SOLE   53,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 3,826 41,500 SH   SOLE   41,500 0 0
VECTRUS INC COM 92242T101 3,680 73,200 SH   SOLE   73,200 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 31,630 585,639 SH   SOLE   585,639 0 0
VIACOMCBS INC CL B 92556H206 4,425 112,000 SH   SOLE   112,000 0 0
VIATRIS INC COM 92556V106 3,794 280,000 SH   SOLE   280,000 0 0
VONTIER CORPORATION COM 928881101 4,553 135,500 SH   SOLE   135,500 0 0
WESTERN UN CO COM 959802109 3,116 154,100 SH   SOLE   154,100 0 0
WHIRLPOOL CORP COM 963320106 10,499 51,500 SH   SOLE   51,500 0 0
XPERI HOLDING CORP COM 98390M103 3,938 209,000 SH   SOLE   209,000 0 0