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 23,662 1,418,614 SH   SOLE   1,418,614 0 0
ABBVIE INC COM 00287Y109 13,034 80,400 SH   SOLE   80,400 0 0
ABM INDS INC COM 000957100 4,420 96,000 SH   SOLE   96,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 21,253 265,300 SH   SOLE   265,300 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 5,123 130,500 SH   SOLE   130,500 0 0
ALPHABET INC CAP STK CL A 02079K305 20,860 7,500 SH   SOLE   7,500 0 0
ALTRIA GROUP INC COM 02209S103 3,856 73,800 SH   SOLE   73,800 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 3,554 458,000 SH   SOLE   458,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 5,461 35,300 SH   SOLE   35,300 0 0
AT&T INC COM 00206R102 7,089 300,000 SH   SOLE   300,000 0 0
ATKORE INC COM 047649108 3,603 36,600 SH   SOLE   36,600 0 0
BARRETT BUSINESS SVCS INC COM 068463108 3,323 42,900 SH   SOLE   42,900 0 0
BATH & BODY WORKS INC COM 070830104 3,523 73,700 SH   SOLE   73,700 0 0
BEST BUY INC COM 086516101 3,636 40,000 SH   SOLE   40,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,200 71,200 SH   SOLE   71,200 0 0
CARDINAL HEALTH INC COM 14149Y108 28,894 509,600 SH   SOLE   509,600 0 0
CARS COM INC COM 14575E105 4,704 326,000 SH   SOLE   326,000 0 0
CIGNA CORP NEW COM 125523100 3,522 14,700 SH   SOLE   14,700 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 3,742 183,800 SH   SOLE   183,800 0 0
COMCAST CORP NEW CL A 20030N101 18,728 400,000 SH   SOLE   400,000 0 0
CORTEVA INC COM 22052L104 7,185 125,000 SH   SOLE   125,000 0 0
CROCS INC COM 227046109 3,973 52,000 SH   SOLE   52,000 0 0
CVS HEALTH CORP COM 126650100 1,316 13,000 SH   SOLE   13,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 3,438 68,500 SH   SOLE   68,500 0 0
DISCOVERY INC COM SER A 25470F104 3,783 151,800 SH   SOLE   151,800 0 0
DOW INC COM 260557103 2,421 38,000 SH   SOLE   38,000 0 0
DXC TECHNOLOGY CO COM 23355L106 4,627 141,800 SH   SOLE   141,800 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 11,284 400,000 SH   SOLE   400,000 0 0
FISERV INC COM 337738108 22,815 225,000 SH   SOLE   225,000 0 0
FMC CORP COM NEW 302491303 9,210 70,000 SH   SOLE   70,000 0 0
GENERAL DYNAMICS CORP COM 369550108 6,030 25,000 SH   SOLE   25,000 0 0
GENERAL MLS INC COM 370334104 2,844 42,000 SH   SOLE   42,000 0 0
GILEAD SCIENCES INC COM 375558103 8,109 136,400 SH   SOLE   136,400 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 14,157 325,000 SH   SOLE   325,000 0 0
GRAFTECH INTL LTD COM 384313508 4,627 481,000 SH   SOLE   481,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 2,751 69,500 SH   SOLE   69,500 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 3,085 101,600 SH   SOLE   101,600 0 0
HILLENBRAND INC COM 431571108 3,931 89,000 SH   SOLE   89,000 0 0
HP INC COM 40434L105 5,046 139,000 SH   SOLE   139,000 0 0
INNOVIVA INC COM 45781M101 4,257 220,000 SH   SOLE   220,000 0 0
INTERDIGITAL INC COM 45867G101 3,318 52,000 SH   SOLE   52,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 13,092 100,691 SH   SOLE   100,691 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 9,850 75,000 SH   SOLE   75,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 14,180 400,000 SH   SOLE   400,000 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 4,466 355,000 SH   SOLE   355,000 0 0
JOHNSON & JOHNSON COM 478160104 670 3,780 SH   SOLE   3,780 0 0
KELLOGG CO COM 487836108 3,547 55,000 SH   SOLE   55,000 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 16,028 525,000 SH   SOLE   525,000 0 0
KRAFT HEINZ CO COM 500754106 21,665 550,000 SH   SOLE   550,000 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203 4,195 354,000 SH   SOLE   354,000 0 0
LOUISIANA PAC CORP COM 546347105 4,535 73,000 SH   SOLE   73,000 0 0
MACYS INC COM 55616P104 3,971 163,000 SH   SOLE   163,000 0 0
MEDIFAST INC COM 58470H101 2,510 14,700 SH   SOLE   14,700 0 0
MEDTRONIC PLC SHS G5960L103 5,548 50,000 SH   SOLE   50,000 0 0
MODERNA INC COM 60770K107 4,823 28,000 SH   SOLE   28,000 0 0
MUELLER INDS INC COM 624756102 5,092 94,000 SH   SOLE   94,000 0 0
NAUTILUS INC COM 63910B102 1,656 401,900 SH   SOLE   401,900 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 4,900 26,000 SH   SOLE   26,000 0 0
OMNICOM GROUP INC COM 681919106 11,832 139,400 SH   SOLE   139,400 0 0
ONEWATER MARINE INC CL A COM 68280L101 3,101 90,000 SH   SOLE   90,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 4,235 112,000 SH   SOLE   112,000 0 0
PATRICK INDS INC COM 703343103 2,141 35,500 SH   SOLE   35,500 0 0
PERDOCEO ED CORP COM 71363P106 4,684 408,000 SH   SOLE   408,000 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 249 12,500 SH   SOLE   12,500 0 0
PFIZER INC COM 717081103 10,167 196,390 SH   SOLE   196,390 0 0
PHILIP MORRIS INTL INC COM 718172109 29,009 308,800 SH   SOLE   308,800 0 0
PROCTER AND GAMBLE CO COM 742718109 834 5,460 SH   SOLE   5,460 0 0
PULTE GROUP INC COM 745867101 3,017 72,000 SH   SOLE   72,000 0 0
QURATE RETAIL INC COM SER A 74915M100 2,285 480,000 SH   SOLE   480,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 4,470 6,400 SH   SOLE   6,400 0 0
RENT A CTR INC NEW COM 76009N100 2,595 103,000 SH   SOLE   103,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 1,961 82,300 SH   SOLE   82,300 0 0
SHATTUCK LABS INC COM 82024L103 5,287 1,241,140 SH   SOLE   1,241,140 0 0
STERLING CONSTR INC COM 859241101 3,806 142,000 SH   SOLE   142,000 0 0
STRATEGIC ED INC COM 86272C103 4,713 71,000 SH   SOLE   71,000 0 0
TEGNA INC COM 87901J105 5,398 241,000 SH   SOLE   241,000 0 0
THE AARONS COMPANY INC COM 00258W108 3,353 167,000 SH   SOLE   167,000 0 0
THOR INDS INC COM 885160101 3,463 44,000 SH   SOLE   44,000 0 0
THRYV HLDGS INC COM NEW 886029206 3,234 115,000 SH   SOLE   115,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 4,474 230,000 SH   SOLE   230,000 0 0
UNILEVER PLC SPON ADR NEW 904767704 23,924 525,000 SH   SOLE   525,000 0 0
VECTRUS INC COM 92242T101 2,421 67,500 SH   SOLE   67,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 31,053 609,593 SH   SOLE   609,593 0 0
VIATRIS INC COM 92556V106 3,449 317,000 SH   SOLE   317,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 3,852 75,000 SH   SOLE   75,000 0 0
VIR BIOTECHNOLOGY INC COM 92764N102 4,630 180,000 SH   SOLE   180,000 0 0
VONTIER CORPORATION COM 928881101 3,999 157,500 SH   SOLE   157,500 0 0
WESTERN UN CO COM 959802109 2,888 154,100 SH   SOLE   154,100 0 0
WHIRLPOOL CORP COM 963320106 2,851 16,500 SH   SOLE   16,500 0 0
XPERI HOLDING CORP COM 98390M103 4,209 243,000 SH   SOLE   243,000 0 0