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 3,784 54,400 SH   SOLE   54,400 0 0
ALPHABET INC CAP STK CL C 02079K107 5,280 4,500 SH   SOLE   4,500 0 0
AMERICAN EXPRESS CO COM 025816109 3,826 35,000 SH   SOLE   35,000 0 0
AON PLC SHS CL A G0408V102 4,609 27,000 SH   SOLE   27,000 0 0
APPLE INC COM 037833100 4,464 23,500 SH   SOLE   23,500 0 0
APTIV PLC SHS G6095L109 4,491 56,500 SH   SOLE   56,500 0 0
AXALTA COATING SYS LTD COM G0750C108 5,541 219,800 SH   SOLE   219,800 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,287 85,000 SH   SOLE   85,000 0 0
BAXTER INTL INC COM 071813109 3,415 42,000 SH   SOLE   42,000 0 0
BB&T CORP COM 054937107 3,490 75,000 SH   SOLE   75,000 0 0
BECTON DICKINSON & CO COM 075887109 7,567 30,300 SH   SOLE   30,300 0 0
BIG LOTS INC COM 089302103 1,521 40,000 SH   SOLE   40,000 0 0
BLUE BIRD CORP COM 095306106 2,150 127,000 SH   SOLE   127,000 0 0
BORGWARNER INC COM 099724106 5,646 147,000 SH   SOLE   147,000 0 0
CASEYS GEN STORES INC COM 147528103 2,279 17,700 SH   SOLE   17,700 0 0
CATERPILLAR INC DEL COM 149123101 5,149 38,000 SH   SOLE   38,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,465 106,000 SH   SOLE   106,000 0 0
CHEVRON CORP NEW COM 166764100 4,311 35,000 SH   SOLE   35,000 0 0
CISCO SYS INC COM 17275R102 8,528 157,963 SH   SOLE   157,963 0 0
CITIZENS FINL GROUP INC COM 174610105 10,579 325,500 SH   SOLE   325,500 0 0
COMCAST CORP NEW CL A 20030N101 6,477 162,000 SH   SOLE   162,000 0 0
CORNING INC COM 219350105 4,535 137,000 SH   SOLE   137,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 4,347 26,900 SH   SOLE   26,900 0 0
CUMMINS INC COM 231021106 4,815 30,500 SH   SOLE   30,500 0 0
CVS CAREMARK CORPORATION COM 126650100 9,546 177,000 SH   SOLE   177,000 0 0
DANAHER CORP DEL COM 235851102 3,433 26,000 SH   SOLE   26,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,152 177,200 SH   SOLE   177,200 0 0
DENNYS CORP COM 24869P104 1,321 72,000 SH   SOLE   72,000 0 0
DINEEQUITY INC COM 254423106 2,374 26,000 SH   SOLE   26,000 0 0
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 12,354 486,000 SH   SOLE   486,000 0 0
DOLLAR TREE INC COM 256746108 3,256 31,000 SH   SOLE   31,000 0 0
DOWDUPONT INC COM 26078J100 6,770 127,000 SH   SOLE   127,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 1,908 25,400 SH   SOLE   25,400 0 0
EASTMAN CHEM CO COM 277432100 7,019 92,500 SH   SOLE   92,500 0 0
EATON CORP PLC SHS G29183103 6,123 76,000 SH   SOLE   76,000 0 0
EBAY INC COM 278642103 7,094 191,000 SH   SOLE   191,000 0 0
EQUIFAX INC COM 294429105 5,096 43,000 SH   SOLE   43,000 0 0
EXXON MOBIL CORP COM 30231G102 4,323 53,500 SH   SOLE   53,500 0 0
FEDERAL SIGNAL CORP COM 313855108 1,170 45,000 SH   SOLE   45,000 0 0
FEDEX CORP COM 31428X106 8,708 48,000 SH   SOLE   48,000 0 0
FIFTH THIRD BANCORP COM 316773100 5,120 203,000 SH   SOLE   203,000 0 0
FRANKLIN RES INC COM 354613101 3,049 92,000 SH   SOLE   92,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 10,067 362,000 SH   SOLE   362,000 0 0
GENERAC HLDGS INC COM 368736104 7,275 142,000 SH   SOLE   142,000 0 0
GENERAL MTRS CO COM 37045V100 5,788 156,000 SH   SOLE   156,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,008 36,500 SH   SOLE   36,500 0 0
GREENBRIER COS INC COM 393657101 5,963 185,000 SH   SOLE   185,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 2,127 92,000 SH   SOLE   92,000 0 0
HOLOGIC INC COM 436440101 2,952 61,000 SH   SOLE   61,000 0 0
HOME BANCSHARES INC COM 436893200 1,493 85,000 SH   SOLE   85,000 0 0
INTEL CORP COM 458140100 8,807 164,000 SH   SOLE   164,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,773 48,000 SH   SOLE   48,000 0 0
INVESCO LTD SHS G491BT108 8,921 462,000 SH   SOLE   462,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 2,248 90,000 SH   SOLE   90,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 5,579 341,000 SH   SOLE   341,000 0 0
SMUCKER J M CO COM NEW 832696405 2,563 22,000 SH   SOLE   22,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,345 61,300 SH   SOLE   61,300 0 0
KULICKE & SOFFA INDS INC COM 501242101 9,306 420,900 SH   SOLE   420,900 0 0
LAM RESEARCH CORP COM 512807108 5,818 32,500 SH   SOLE   32,500 0 0
LEGG MASON INC COM 524901105 9,429 344,503 SH   SOLE   344,503 0 0
LIFETIME BRANDS INC COM 53222Q103 1,824 193,000 SH   SOLE   193,000 0 0
LOWES COS INC COM 548661107 4,926 45,000 SH   SOLE   45,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,207 44,800 SH   SOLE   44,800 0 0
MASTERCARD INC CL A 57636Q104 4,591 19,500 SH   SOLE   19,500 0 0
MCDONALDS CORP COM 580135101 4,937 26,000 SH   SOLE   26,000 0 0
MEDTRONIC PLC SHS G5960L103 6,285 69,000 SH   SOLE   69,000 0 0
MICROSOFT CORP COM 594918104 4,482 38,000 SH   SOLE   38,000 0 0
MILLER INDS INC TENN COM NEW 600551204 1,327 43,000 SH   SOLE   43,000 0 0
MOHAWK INDS INC COM 608190104 6,686 53,000 SH   SOLE   53,000 0 0
MOODYS CORP COM 615369105 7,425 41,000 SH   SOLE   41,000 0 0
OMNICOM GROUP INC COM 681919106 8,102 111,000 SH   SOLE   111,000 0 0
ORACLE CORP COM 68389X105 5,967 111,100 SH   SOLE   111,100 0 0
OWENS ILL INC COM NEW 690768403 7,361 387,837 SH   SOLE   387,837 0 0
PACKAGING CORP AMER COM 695156109 7,056 71,000 SH   SOLE   71,000 0 0
PARK OHIO HLDGS CORP COM 700666100 1,545 47,700 SH   SOLE   47,700 0 0
PARKER HANNIFIN CORP COM 701094104 4,634 27,000 SH   SOLE   27,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 3,380 113,000 SH   SOLE   113,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 7,820 113,235 SH   SOLE   113,235 0 0
PRUDENTIAL FINL INC COM 744320102 5,972 65,000 SH   SOLE   65,000 0 0
REGAL-BELOIT CORP COM 758750103 7,327 89,500 SH   SOLE   89,500 0 0
S&P GLOBAL INC COM 78409V104 2,421 11,500 SH   SOLE   11,500 0 0
SEALED AIR CORP NEW COM 81211K100 3,942 85,593 SH   SOLE   85,593 0 0
SEAWORLD ENTMT INC COM 81282V100 7,406 287,500 SH   SOLE   287,500 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 9,855 218,900 SH   SOLE   218,900 0 0
SKECHERS U S A INC CL A 830566105 3,950 117,538 SH   SOLE   117,538 0 0
SNAP ON INC COM 833034101 4,242 27,100 SH   SOLE   27,100 0 0
SPARTAN MTRS INC COM 846819100 2,522 285,600 SH   SOLE   285,600 0 0
SPIRIT AIRLS INC COM 848577102 1,115 21,100 SH   SOLE   21,100 0 0
STARBUCKS CORP COM 855244109 3,643 49,000 SH   SOLE   49,000 0 0
TAPESTRY INC COM 876030107 6,141 189,000 SH   SOLE   189,000 0 0
TEXAS INSTRS INC COM 882508104 6,979 65,800 SH   SOLE   65,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,285 12,000 SH   SOLE   12,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,526 33,000 SH   SOLE   33,000 0 0
DISNEY WALT CO COM DISNEY 254687106 9,826 88,500 SH   SOLE   88,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,151 64,000 SH   SOLE   64,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,218 56,000 SH   SOLE   56,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,709 15,000 SH   SOLE   15,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 3,465 25,900 SH   SOLE   25,900 0 0
US BANCORP DEL COM NEW 902973304 7,325 152,000 SH   SOLE   152,000 0 0
VIACOM INC NEW CL B 92553P201 9,347 333,000 SH   SOLE   333,000 0 0
VISA INC COM CL A 92826C839 4,842 31,000 SH   SOLE   31,000 0 0
WABASH NATL CORP COM 929566107 2,127 157,000 SH   SOLE   157,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 7,972 126,000 SH   SOLE   126,000 0 0
WESCO INTL INC COM 95082P105 9,118 172,000 SH   SOLE   172,000 0 0
WESTERN DIGITAL CORP COM 958102105 9,131 190,000 SH   SOLE   190,000 0 0
WESTROCK CO COM 96145D105 10,355 270,000 SH   SOLE   270,000 0 0
WELLS FARGO CO NEW COM 949746101 6,905 142,900 SH   SOLE   142,900 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 5,796 33,000 SH   SOLE   33,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 4,400 21,000 SH   SOLE   21,000 0 0
ZIMMER HLDGS INC COM 98956P102 12,770 100,000 SH   SOLE   100,000 0 0