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 13,761 1,418,614 SH   SOLE   1,418,614 0 0
ABBVIE INC COM 00287Y109 7,658 50,000 SH   SOLE   50,000 0 0
ABM INDS INC COM 000957100 4,168 96,000 SH   SOLE   96,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 20,656 265,300 SH   SOLE   265,300 0 0
AKOYA BIOSCIENCES INC COM 00974H104 2,224 173,106 SH   SOLE   173,106 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 5,018 130,500 SH   SOLE   130,500 0 0
ALPHABET INC CAP STK CL A 02079K305 23,972 11,000 SH   SOLE   11,000 0 0
ALTRIA GROUP INC COM 02209S103 3,083 73,800 SH   SOLE   73,800 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 3,449 458,000 SH   SOLE   458,000 0 0
AMN HEALTHCARE SVCS INC COM 001744101 4,388 40,000 SH   SOLE   40,000 0 0
AT&T INC COM 00206R102 8,384 400,000 SH   SOLE   400,000 0 0
ATKORE INC COM 047649108 3,038 36,600 SH   SOLE   36,600 0 0
BATH & BODY WORKS INC COM 070830104 1,696 63,000 SH   SOLE   63,000 0 0
BEST BUY INC COM 086516101 6,173 94,700 SH   SOLE   94,700 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,482 71,200 SH   SOLE   71,200 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 3,394 63,200 SH   SOLE   63,200 0 0
CARDINAL HEALTH INC COM 14149Y108 22,737 435,000 SH   SOLE   435,000 0 0
CARS COM INC COM 14575E105 3,074 326,000 SH   SOLE   326,000 0 0
CIGNA CORP NEW COM 125523100 3,874 14,700 SH   SOLE   14,700 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 2,336 152,000 SH   SOLE   152,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 1,240 70,000 SH   SOLE   70,000 0 0
COMCAST CORP NEW CL A 20030N101 19,620 500,000 SH   SOLE   500,000 0 0
CORTEVA INC COM 22052L104 5,414 100,000 SH   SOLE   100,000 0 0
CROCS INC COM 227046109 3,485 71,600 SH   SOLE   71,600 0 0
D R HORTON INC COM 23331A109 3,310 50,000 SH   SOLE   50,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 3,627 78,500 SH   SOLE   78,500 0 0
DOW INC COM 260557103 1,961 38,000 SH   SOLE   38,000 0 0
DXC TECHNOLOGY CO COM 23355L106 4,298 141,800 SH   SOLE   141,800 0 0
FISERV INC COM 337738108 23,577 265,000 SH   SOLE   265,000 0 0
FMC CORP COM NEW 302491303 4,815 45,000 SH   SOLE   45,000 0 0
G III APPAREL GROUP LTD COM 36237H101 3,075 152,000 SH   SOLE   152,000 0 0
GENERAL DYNAMICS CORP COM 369550108 5,531 25,000 SH   SOLE   25,000 0 0
GILEAD SCIENCES INC COM 375558103 8,431 136,400 SH   SOLE   136,400 0 0
GRAFTECH INTL LTD COM 384313508 3,401 481,000 SH   SOLE   481,000 0 0
GSK PLC SPONSORED ADR 37733W105 14,147 325,000 SH   SOLE   325,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 2,249 69,500 SH   SOLE   69,500 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 2,282 111,600 SH   SOLE   111,600 0 0
HILLENBRAND INC COM 431571108 3,645 89,000 SH   SOLE   89,000 0 0
HP INC COM 40434L105 4,556 139,000 SH   SOLE   139,000 0 0
INNOVIVA INC COM 45781M101 3,247 220,000 SH   SOLE   220,000 0 0
INTERDIGITAL INC COM 45867G101 3,162 52,000 SH   SOLE   52,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 9,670 68,491 SH   SOLE   68,491 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 11,912 100,000 SH   SOLE   100,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 11,012 400,000 SH   SOLE   400,000 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 4,093 355,000 SH   SOLE   355,000 0 0
JOHNSON & JOHNSON COM 478160104 640 3,605 SH   SOLE   3,605 0 0
KELLOGG CO COM 487836108 2,854 40,000 SH   SOLE   40,000 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 18,301 850,000 SH   SOLE   850,000 0 0
KRAFT HEINZ CO COM 500754106 22,884 600,000 SH   SOLE   600,000 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203 4,096 354,000 SH   SOLE   354,000 0 0
LOUISIANA PAC CORP COM 546347105 3,826 73,000 SH   SOLE   73,000 0 0
MACYS INC COM 55616P104 2,986 163,000 SH   SOLE   163,000 0 0
MALIBU BOATS INC COM CL A 56117J100 1,123 21,309 SH   SOLE   21,309 0 0
MEDIFAST INC COM 58470H101 3,953 21,900 SH   SOLE   21,900 0 0
MEDTRONIC PLC SHS G5960L103 22,438 250,000 SH   SOLE   250,000 0 0
MODERNA INC COM 60770K107 4,000 28,000 SH   SOLE   28,000 0 0
MUELLER INDS INC COM 624756102 5,009 94,000 SH   SOLE   94,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 4,235 26,000 SH   SOLE   26,000 0 0
OMNICOM GROUP INC COM 681919106 8,867 139,400 SH   SOLE   139,400 0 0
ONEWATER MARINE INC CL A COM 68280L101 2,975 90,000 SH   SOLE   90,000 0 0
PATRICK INDS INC COM 703343103 3,188 61,500 SH   SOLE   61,500 0 0
PERDOCEO ED CORP COM 71363P106 4,806 408,000 SH   SOLE   408,000 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 250 12,500 SH   SOLE   12,500 0 0
PFIZER INC COM 717081103 8,724 166,390 SH   SOLE   166,390 0 0
PHILIP MORRIS INTL INC COM 718172109 22,197 224,800 SH   SOLE   224,800 0 0
PROCTER AND GAMBLE CO COM 742718109 785 5,460 SH   SOLE   5,460 0 0
PULTE GROUP INC COM 745867101 3,527 89,000 SH   SOLE   89,000 0 0
QUIDELORTHO CORP COM 219798105 3,596 37,000 SH   SOLE   37,000 0 0
QURATE RETAIL INC COM SER A 74915M100 1,378 480,000 SH   SOLE   480,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,783 6,400 SH   SOLE   6,400 0 0
RENT A CTR INC NEW COM 76009N100 2,003 103,000 SH   SOLE   103,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,127 161,000 SH   SOLE   161,000 0 0
SHATTUCK LABS INC COM 82024L103 5,471 1,347,640 SH   SOLE   1,347,640 0 0
STEEL DYNAMICS INC COM 858119100 3,182 48,100 SH   SOLE   48,100 0 0
STERLING INFRASTRUCTURE INC COM 859241101 3,113 142,000 SH   SOLE   142,000 0 0
STRATEGIC ED INC COM 86272C103 5,011 71,000 SH   SOLE   71,000 0 0
TEGNA INC COM 87901J105 5,054 241,000 SH   SOLE   241,000 0 0
THE AARONS COMPANY INC COM 00258W108 2,430 167,000 SH   SOLE   167,000 0 0
THOR INDS INC COM 885160101 3,288 44,000 SH   SOLE   44,000 0 0
THRYV HLDGS INC COM NEW 886029206 2,575 115,000 SH   SOLE   115,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,458 230,000 SH   SOLE   230,000 0 0
UNILEVER PLC SPON ADR NEW 904767704 24,061 525,000 SH   SOLE   525,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 3,365 46,500 SH   SOLE   46,500 0 0
VECTRUS INC COM 92242T101 3,262 97,500 SH   SOLE   97,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 10,607 208,998 SH   SOLE   208,998 0 0
VIATRIS INC COM 92556V106 3,319 317,000 SH   SOLE   317,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 2,405 86,000 SH   SOLE   86,000 0 0
VIR BIOTECHNOLOGY INC COM 92764N102 4,585 180,000 SH   SOLE   180,000 0 0
VONTIER CORPORATION COM 928881101 3,621 157,500 SH   SOLE   157,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,359 115,000 SH   SOLE   115,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 2,045 152,375 SH   SOLE   152,375 0 0
WESTERN UN CO COM 959802109 2,538 154,100 SH   SOLE   154,100 0 0
WHIRLPOOL CORP COM 963320106 2,555 16,500 SH   SOLE   16,500 0 0
XPERI HOLDING CORP COM 98390M103 3,506 243,000 SH   SOLE   243,000 0 0