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
AGCO CORP COM 001084102 3,308 43,700 SH   SOLE   43,700 0 0
ALPHABET INC CAP STK CL C 02079K107 6,826 5,600 SH   SOLE   5,600 0 0
AMERICAN EXPRESS CO COM 025816109 2,969 25,100 SH   SOLE   25,100 0 0
AON PLC SHS CL A G0408V102 4,259 22,000 SH   SOLE   22,000 0 0
APPLE INC COM 037833100 5,375 24,000 SH   SOLE   24,000 0 0
APTIV PLC SHS G6095L109 5,857 67,000 SH   SOLE   67,000 0 0
AXALTA COATING SYS LTD COM G0750C108 6,543 217,000 SH   SOLE   217,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,476 99,000 SH   SOLE   99,000 0 0
BAXTER INTL INC COM 071813109 3,586 41,000 SH   SOLE   41,000 0 0
BB&T CORP COM 054937107 4,003 75,000 SH   SOLE   75,000 0 0
BECTON DICKINSON & CO COM 075887109 7,842 31,000 SH   SOLE   31,000 0 0
BIG LOTS INC COM 089302103 1,911 78,000 SH   SOLE   78,000 0 0
BLUE BIRD CORP COM 095306106 2,436 128,000 SH   SOLE   128,000 0 0
BOOKING HLDGS INC COM 09857L108 981 500 SH   SOLE   500 0 0
BORGWARNER INC COM 099724106 6,859 187,000 SH   SOLE   187,000 0 0
CATERPILLAR INC DEL COM 149123101 5,431 43,000 SH   SOLE   43,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 3,022 109,000 SH   SOLE   109,000 0 0
CHEVRON CORP NEW COM 166764100 4,388 37,000 SH   SOLE   37,000 0 0
CISCO SYS INC COM 17275R102 6,927 140,192 SH   SOLE   140,192 0 0
CITIZENS FINL GROUP INC COM 174610105 11,511 325,450 SH   SOLE   325,450 0 0
COMCAST CORP NEW CL A 20030N101 6,627 147,000 SH   SOLE   147,000 0 0
CORNING INC COM 219350105 5,989 210,000 SH   SOLE   210,000 0 0
CORTEVA INC COM 22052L104 3,780 134,999 SH   SOLE   134,999 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 4,375 26,900 SH   SOLE   26,900 0 0
CUMMINS INC COM 231021106 4,717 29,000 SH   SOLE   29,000 0 0
CVS CAREMARK CORPORATION COM 126650100 11,750 186,300 SH   SOLE   186,300 0 0
DANAHER CORP DEL COM 235851102 3,033 21,000 SH   SOLE   21,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,200 125,000 SH   SOLE   125,000 0 0
DENNYS CORP COM 24869P104 911 40,000 SH   SOLE   40,000 0 0
DINEEQUITY INC COM 254423106 6,752 89,000 SH   SOLE   89,000 0 0
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 13,147 534,000 SH   SOLE   534,000 0 0
DOLLAR TREE INC COM 256746108 4,224 37,000 SH   SOLE   37,000 0 0
DOW INC COM 260557103 5,242 110,000 SH   SOLE   110,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,992 70,000 SH   SOLE   70,000 0 0
EASTMAN CHEM CO COM 277432100 8,343 113,000 SH   SOLE   113,000 0 0
EATON CORP PLC SHS G29183103 5,322 64,000 SH   SOLE   64,000 0 0
EBAY INC COM 278642103 6,171 158,300 SH   SOLE   158,300 0 0
EQUIFAX INC COM 294429105 5,683 40,400 SH   SOLE   40,400 0 0
EXXON MOBIL CORP COM 30231G102 4,448 63,000 SH   SOLE   63,000 0 0
FEDERAL SIGNAL CORP COM 313855108 1,048 32,000 SH   SOLE   32,000 0 0
FEDEX CORP COM 31428X106 8,589 59,000 SH   SOLE   59,000 0 0
FIFTH THIRD BANCORP COM 316773100 5,558 203,000 SH   SOLE   203,000 0 0
FRANKLIN RES INC COM 354613101 3,290 114,000 SH   SOLE   114,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 6,411 226,600 SH   SOLE   226,600 0 0
GENERAC HLDGS INC COM 368736104 9,714 124,000 SH   SOLE   124,000 0 0
GENERAL MTRS CO COM 37045V100 5,974 159,400 SH   SOLE   159,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,564 36,500 SH   SOLE   36,500 0 0
GREENBRIER COS INC COM 393657101 9,798 325,300 SH   SOLE   325,300 0 0
HAIN CELESTIAL GROUP INC COM 405217100 1,482 69,000 SH   SOLE   69,000 0 0
HOME BANCSHARES INC COM 436893200 1,598 85,000 SH   SOLE   85,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,544 45,000 SH   SOLE   45,000 0 0
INTEGRA LIFESCIENCES HLDGS COM NEW 457985208 541 9,000 SH   SOLE   9,000 0 0
INTEL CORP COM 458140100 9,275 180,000 SH   SOLE   180,000 0 0
INVESCO LTD SHS G491BT108 9,148 540,000 SH   SOLE   540,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 5,797 346,100 SH   SOLE   346,100 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,085 42,000 SH   SOLE   42,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 9,099 387,500 SH   SOLE   387,500 0 0
LAM RESEARCH CORP COM 512807108 3,004 13,000 SH   SOLE   13,000 0 0
LEGG MASON INC COM 524901105 8,486 222,200 SH   SOLE   222,200 0 0
LIFETIME BRANDS INC COM 53222Q103 2,002 226,223 SH   SOLE   226,223 0 0
LITTELFUSE INC COM 537008104 4,965 28,000 SH   SOLE   28,000 0 0
LOWES COS INC COM 548661107 4,398 40,000 SH   SOLE   40,000 0 0
LYDALL INC DEL COM 550819106 1,495 60,000 SH   SOLE   60,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,282 42,800 SH   SOLE   42,800 0 0
MASTERCARD INC CL A 57636Q104 4,345 16,000 SH   SOLE   16,000 0 0
MCDONALDS CORP COM 580135101 4,079 19,000 SH   SOLE   19,000 0 0
MEDTRONIC PLC SHS G5960L103 8,038 74,000 SH   SOLE   74,000 0 0
MICROSOFT CORP COM 594918104 4,588 33,000 SH   SOLE   33,000 0 0
MIDDLEBY CORP COM 596278101 4,092 35,000 SH   SOLE   35,000 0 0
MILLER INDS INC TENN COM NEW 600551204 1,292 38,800 SH   SOLE   38,800 0 0
MOHAWK INDS INC COM 608190104 9,802 79,000 SH   SOLE   79,000 0 0
MOODYS CORP COM 615369105 6,391 31,200 SH   SOLE   31,200 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 6,885 133,000 SH   SOLE   133,000 0 0
OMNICOM GROUP INC COM 681919106 7,595 97,000 SH   SOLE   97,000 0 0
ORACLE CORP COM 68389X105 4,567 83,000 SH   SOLE   83,000 0 0
PACKAGING CORP AMER COM 695156109 5,942 56,000 SH   SOLE   56,000 0 0
PARK OHIO HLDGS CORP COM 700666100 1,523 51,000 SH   SOLE   51,000 0 0
PARKER HANNIFIN CORP COM 701094104 4,696 26,000 SH   SOLE   26,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 2,671 77,000 SH   SOLE   77,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 8,334 118,000 SH   SOLE   118,000 0 0
PRUDENTIAL FINL INC COM 744320102 6,656 74,000 SH   SOLE   74,000 0 0
REGAL-BELOIT CORP COM 758750103 5,748 78,900 SH   SOLE   78,900 0 0
S&P GLOBAL INC COM 78409V104 3,920 16,000 SH   SOLE   16,000 0 0
SCHLUMBERGER LTD COM 806857108 5,194 152,000 SH   SOLE   152,000 0 0
SEAWORLD ENTMT INC COM 81282V100 7,185 273,000 SH   SOLE   273,000 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 10,813 216,000 SH   SOLE   216,000 0 0
SKECHERS U S A INC CL A 830566105 2,824 75,605 SH   SOLE   75,605 0 0
SNAP ON INC COM 833034101 4,790 30,600 SH   SOLE   30,600 0 0
SPARTAN MTRS INC COM 846819100 2,744 200,000 SH   SOLE   200,000 0 0
SPIRIT AIRLS INC COM 848577102 6,378 175,700 SH   SOLE   175,700 0 0
TAPESTRY INC COM 876030107 8,987 345,000 SH   SOLE   345,000 0 0
TEXAS INSTRS INC COM 882508104 4,653 36,000 SH   SOLE   36,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,058 10,500 SH   SOLE   10,500 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,520 30,400 SH   SOLE   30,400 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,788 65,000 SH   SOLE   65,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,372 54,000 SH   SOLE   54,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,606 35,000 SH   SOLE   35,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,611 31,000 SH   SOLE   31,000 0 0
US BANCORP DEL COM NEW 902973304 8,412 152,000 SH   SOLE   152,000 0 0
VIACOM INC NEW CL B 92553P201 9,059 377,000 SH   SOLE   377,000 0 0
VISA INC COM CL A 92826C839 4,472 26,000 SH   SOLE   26,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 593 35,000 SH   SOLE   35,000 0 0
WABASH NATL CORP COM 929566107 2,147 148,000 SH   SOLE   148,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 9,458 171,000 SH   SOLE   171,000 0 0
DISNEY WALT CO COM DISNEY 254687106 7,637 58,600 SH   SOLE   58,600 0 0
WELLS FARGO CO NEW COM 949746101 7,667 152,000 SH   SOLE   152,000 0 0
WESCO INTL INC COM 95082P105 11,261 235,727 SH   SOLE   235,727 0 0
WESTERN DIGITAL CORP COM 958102105 7,222 121,100 SH   SOLE   121,100 0 0
WESTROCK CO COM 96145D105 10,498 288,000 SH   SOLE   288,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 5,789 30,000 SH   SOLE   30,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 9,183 44,500 SH   SOLE   44,500 0 0
ZIMMER HLDGS INC COM 98956P102 11,037 80,400 SH   SOLE   80,400 0 0