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
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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 773 10,000 SH   SOLE   10,000 0 0
ALPHABET INC CAP STK CL C 02079K107 9,760 7,300 SH   SOLE   7,300 0 0
AMERICAN EXPRESS CO COM 025816109 3,125 25,100 SH   SOLE   25,100 0 0
AON PLC SHS CL A G0408V102 4,166 20,000 SH   SOLE   20,000 0 0
APPLE INC COM 037833100 5,579 19,000 SH   SOLE   19,000 0 0
APTIV PLC SHS G6095L109 4,654 49,000 SH   SOLE   49,000 0 0
AXALTA COATING SYS LTD COM G0750C108 6,597 217,000 SH   SOLE   217,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,983 99,000 SH   SOLE   99,000 0 0
BAXTER INTL INC COM 071813109 3,428 41,000 SH   SOLE   41,000 0 0
TRUIST FINL CORP COM 89832Q109 3,548 63,000 SH   SOLE   63,000 0 0
BECTON DICKINSON & CO COM 075887109 8,703 32,000 SH   SOLE   32,000 0 0
BIG LOTS INC COM 089302103 2,671 93,000 SH   SOLE   93,000 0 0
BLUE BIRD CORP COM 095306106 2,957 129,000 SH   SOLE   129,000 0 0
BOOKING HLDGS INC COM 09857L108 3,902 1,900 SH   SOLE   1,900 0 0
BORGWARNER INC COM 099724106 7,418 171,000 SH   SOLE   171,000 0 0
CATERPILLAR INC DEL COM 149123101 5,612 38,000 SH   SOLE   38,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 5,996 39,000 SH   SOLE   39,000 0 0
VIACOMCBS INC CL B 92556H206 10,886 259,368 SH   SOLE   259,368 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,730 93,000 SH   SOLE   93,000 0 0
CHEVRON CORP NEW COM 166764100 4,820 40,000 SH   SOLE   40,000 0 0
CISCO SYS INC COM 17275R102 9,064 189,000 SH   SOLE   189,000 0 0
CITIZENS FINL GROUP INC COM 174610105 10,843 267,000 SH   SOLE   267,000 0 0
COMCAST CORP NEW CL A 20030N101 8,230 183,000 SH   SOLE   183,000 0 0
CORNING INC COM 219350105 6,608 227,000 SH   SOLE   227,000 0 0
CORTEVA INC COM 22052L104 6,119 207,000 SH   SOLE   207,000 0 0
CUMMINS INC COM 231021106 4,116 23,000 SH   SOLE   23,000 0 0
CVS CAREMARK CORPORATION COM 126650100 9,249 124,500 SH   SOLE   124,500 0 0
DANAHER CORP DEL COM 235851102 3,223 21,000 SH   SOLE   21,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,070 138,000 SH   SOLE   138,000 0 0
DENNYS CORP COM 24869P104 1,093 55,000 SH   SOLE   55,000 0 0
DINEEQUITY INC COM 254423106 7,767 93,000 SH   SOLE   93,000 0 0
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 16,513 541,600 SH   SOLE   541,600 0 0
DOLLAR TREE INC COM 256746108 4,608 49,000 SH   SOLE   49,000 0 0
DOW INC COM 260557103 6,020 110,000 SH   SOLE   110,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 6,805 106,000 SH   SOLE   106,000 0 0
EASTMAN CHEM CO COM 277432100 8,259 104,200 SH   SOLE   104,200 0 0
EATON CORP PLC SHS G29183103 4,736 50,000 SH   SOLE   50,000 0 0
EBAY INC COM 278642103 7,583 210,000 SH   SOLE   210,000 0 0
EQUIFAX INC COM 294429105 5,661 40,400 SH   SOLE   40,400 0 0
EXXON MOBIL CORP COM 30231G102 4,536 65,000 SH   SOLE   65,000 0 0
FEDERAL SIGNAL CORP COM 313855108 816 25,300 SH   SOLE   25,300 0 0
FEDEX CORP COM 31428X106 9,375 62,000 SH   SOLE   62,000 0 0
FIFTH THIRD BANCORP COM 316773100 6,240 203,000 SH   SOLE   203,000 0 0
FRANKLIN RES INC COM 354613101 390 15,000 SH   SOLE   15,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 6,529 178,000 SH   SOLE   178,000 0 0
GENERAC HLDGS INC COM 368736104 11,176 111,100 SH   SOLE   111,100 0 0
GENERAL MTRS CO COM 37045V100 6,698 183,000 SH   SOLE   183,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,392 36,500 SH   SOLE   36,500 0 0
GREENBRIER COS INC COM 393657101 9,119 281,200 SH   SOLE   281,200 0 0
HAIN CELESTIAL GROUP INC COM 405217100 1,220 47,000 SH   SOLE   47,000 0 0
HOME BANCSHARES INC COM 436893200 1,671 85,000 SH   SOLE   85,000 0 0
INTEGRA LIFESCIENCES HLDGS COM NEW 457985208 1,224 21,000 SH   SOLE   21,000 0 0
INTEL CORP COM 458140100 9,815 164,000 SH   SOLE   164,000 0 0
INVESCO LTD SHS G491BT108 6,347 353,000 SH   SOLE   353,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,608 353,000 SH   SOLE   353,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,634 54,900 SH   SOLE   54,900 0 0
KULICKE & SOFFA INDS INC COM 501242101 7,834 288,000 SH   SOLE   288,000 0 0
LEGG MASON INC COM 524901105 6,765 188,400 SH   SOLE   188,400 0 0
LIFETIME BRANDS INC COM 53222Q103 1,807 260,000 SH   SOLE   260,000 0 0
LITTELFUSE INC COM 537008104 4,572 23,900 SH   SOLE   23,900 0 0
LOWES COS INC COM 548661107 4,790 40,000 SH   SOLE   40,000 0 0
LYDALL INC DEL COM 550819106 1,642 80,000 SH   SOLE   80,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,677 33,000 SH   SOLE   33,000 0 0
MASTERCARD INC CL A 57636Q104 4,777 16,000 SH   SOLE   16,000 0 0
MCDONALDS CORP COM 580135101 5,335 27,000 SH   SOLE   27,000 0 0
MEDTRONIC PLC SHS G5960L103 7,828 69,000 SH   SOLE   69,000 0 0
MICROSOFT CORP COM 594918104 5,204 33,000 SH   SOLE   33,000 0 0
MIDDLEBY CORP COM 596278101 6,243 57,000 SH   SOLE   57,000 0 0
MILLER INDS INC TENN COM NEW 600551204 1,225 33,000 SH   SOLE   33,000 0 0
MOHAWK INDS INC COM 608190104 9,015 66,100 SH   SOLE   66,100 0 0
MOODYS CORP COM 615369105 4,748 20,000 SH   SOLE   20,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 7,769 133,000 SH   SOLE   133,000 0 0
NOW INC COM 67011P100 225 20,000 SH   SOLE   20,000 0 0
OMNICOM GROUP INC COM 681919106 7,859 97,000 SH   SOLE   97,000 0 0
ORACLE CORP COM 68389X105 4,397 83,000 SH   SOLE   83,000 0 0
PACKAGING CORP AMER COM 695156109 4,446 39,699 SH   SOLE   39,699 0 0
PARK OHIO HLDGS CORP COM 700666100 1,716 51,000 SH   SOLE   51,000 0 0
PARKER HANNIFIN CORP COM 701094104 3,293 16,000 SH   SOLE   16,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 2,592 64,000 SH   SOLE   64,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 7,628 106,100 SH   SOLE   106,100 0 0
PRUDENTIAL FINL INC COM 744320102 6,281 67,000 SH   SOLE   67,000 0 0
REGAL-BELOIT CORP COM 758750103 4,880 57,000 SH   SOLE   57,000 0 0
S&P GLOBAL INC COM 78409V104 4,369 16,000 SH   SOLE   16,000 0 0
SCHLUMBERGER LTD COM 806857108 6,834 170,000 SH   SOLE   170,000 0 0
SEAWORLD ENTMT INC COM 81282V100 9,037 285,000 SH   SOLE   285,000 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 9,804 182,000 SH   SOLE   182,000 0 0
SNAP ON INC COM 833034101 3,557 21,000 SH   SOLE   21,000 0 0
SPARTAN MTRS INC COM 846819100 2,585 143,000 SH   SOLE   143,000 0 0
SPIRIT AIRLS INC COM 848577102 7,740 192,000 SH   SOLE   192,000 0 0
TAPESTRY INC COM 876030107 7,740 287,000 SH   SOLE   287,000 0 0
TEXAS INSTRS INC COM 882508104 4,362 34,000 SH   SOLE   34,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,086 9,500 SH   SOLE   9,500 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,163 30,400 SH   SOLE   30,400 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,609 65,000 SH   SOLE   65,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 6,739 45,000 SH   SOLE   45,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,468 22,000 SH   SOLE   22,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,447 31,000 SH   SOLE   31,000 0 0
US BANCORP DEL COM NEW 902973304 7,708 130,000 SH   SOLE   130,000 0 0
VISA INC COM CL A 92826C839 4,885 26,000 SH   SOLE   26,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 681 32,000 SH   SOLE   32,000 0 0
WABASH NATL CORP COM 929566107 2,101 143,000 SH   SOLE   143,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 9,964 169,000 SH   SOLE   169,000 0 0
DISNEY WALT CO COM DISNEY 254687106 8,620 59,600 SH   SOLE   59,600 0 0
WELLS FARGO CO NEW COM 949746101 8,178 152,000 SH   SOLE   152,000 0 0
WESCO INTL INC COM 95082P105 11,753 197,900 SH   SOLE   197,900 0 0
WESTERN DIGITAL CORP COM 958102105 7,286 114,800 SH   SOLE   114,800 0 0
WESTROCK CO COM 96145D105 10,470 244,000 SH   SOLE   244,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 6,058 30,000 SH   SOLE   30,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 8,046 31,500 SH   SOLE   31,500 0 0
ZIMMER HLDGS INC COM 98956P102 11,825 79,000 SH   SOLE   79,000 0 0