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
ACCENTURE PLC IRELAND SHS CL A G1151C101 1,718 8,000 SH   SOLE   8,000 0 0
AGCO CORP COM 001084102 776 14,000 SH   SOLE   14,000 0 0
ALPHABET INC CAP STK CL C 02079K107 11,733 8,300 SH   SOLE   8,300 0 0
AMERICAN EXPRESS CO COM 025816109 5,426 57,000 SH   SOLE   57,000 0 0
AON PLC SHS CL A G0403H108 1,733 9,000 SH   SOLE   9,000 0 0
APPLE INC COM 037833100 10,032 27,500 SH   SOLE   27,500 0 0
APTIV PLC SHS G6095L109 3,662 47,000 SH   SOLE   47,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,680 18,000 SH   SOLE   18,000 0 0
AXALTA COATING SYS LTD COM G0750C108 5,412 240,000 SH   SOLE   240,000 0 0
BAXTER INTL INC COM 071813109 4,563 53,000 SH   SOLE   53,000 0 0
BECTON DICKINSON & CO COM 075887109 9,451 39,500 SH   SOLE   39,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,641 26,000 SH   SOLE   26,000 0 0
BIG LOTS INC COM 089302103 798 19,000 SH   SOLE   19,000 0 0
BLUE BIRD CORP COM 095306106 2,025 135,121 SH   SOLE   135,121 0 0
BOOKING HLDGS INC COM 09857L108 4,936 3,100 SH   SOLE   3,100 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 4,022 181,000 SH   SOLE   181,000 0 0
CATERPILLAR INC DEL COM 149123101 4,681 37,000 SH   SOLE   37,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 5,989 54,000 SH   SOLE   54,000 0 0
VIACOMCBS INC CL B 92556H206 8,325 357,000 SH   SOLE   357,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 1,318 39,000 SH   SOLE   39,000 0 0
CHEVRON CORP NEW COM 166764100 4,640 52,000 SH   SOLE   52,000 0 0
CISCO SYS INC COM 17275R102 9,888 212,000 SH   SOLE   212,000 0 0
CITIZENS FINL GROUP INC COM 174610105 8,907 352,900 SH   SOLE   352,900 0 0
COMCAST CORP NEW CL A 20030N101 6,549 168,000 SH   SOLE   168,000 0 0
CORNING INC COM 219350105 8,806 340,000 SH   SOLE   340,000 0 0
CORTEVA INC COM 22052L104 6,767 252,600 SH   SOLE   252,600 0 0
CUMMINS INC COM 231021106 2,945 17,000 SH   SOLE   17,000 0 0
CVS CAREMARK CORPORATION COM 126650100 9,356 144,000 SH   SOLE   144,000 0 0
DANAHER CORP DEL COM 235851102 3,183 18,000 SH   SOLE   18,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,432 158,000 SH   SOLE   158,000 0 0
DENNYS CORP COM 24869P104 4,792 474,453 SH   SOLE   474,453 0 0
DINEEQUITY INC COM 254423106 5,515 131,000 SH   SOLE   131,000 0 0
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 10,362 538,000 SH   SOLE   538,000 0 0
DOLLAR TREE INC COM 256746108 4,541 49,000 SH   SOLE   49,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 6,376 120,000 SH   SOLE   120,000 0 0
EASTMAN CHEM CO COM 277432100 5,780 83,000 SH   SOLE   83,000 0 0
EATON CORP PLC SHS G29183103 2,974 34,000 SH   SOLE   34,000 0 0
EBAY INC COM 278642103 6,766 129,000 SH   SOLE   129,000 0 0
EQUIFAX INC COM 294429105 5,930 34,500 SH   SOLE   34,500 0 0
FACEBOOK INC CL A 30303M102 6,903 30,400 SH   SOLE   30,400 0 0
FEDERAL SIGNAL CORP COM 313855108 862 29,000 SH   SOLE   29,000 0 0
FEDEX CORP COM 31428X106 8,133 58,000 SH   SOLE   58,000 0 0
FIFTH THIRD BANCORP COM 316773100 5,553 288,000 SH   SOLE   288,000 0 0
FIRST HAWAIIAN INC COM 32051X108 896 52,000 SH   SOLE   52,000 0 0
GENERAC HLDGS INC COM 368736104 9,023 74,000 SH   SOLE   74,000 0 0
GENERAL MTRS CO COM 37045V100 6,173 244,000 SH   SOLE   244,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,707 39,000 SH   SOLE   39,000 0 0
GREENBRIER COS INC COM 393657101 6,416 282,000 SH   SOLE   282,000 0 0
HOLOGIC INC COM 436440101 1,425 25,000 SH   SOLE   25,000 0 0
HOME BANCSHARES INC COM 436893200 1,353 88,000 SH   SOLE   88,000 0 0
INGERSOLL RAND INC COM 45687V106 3,206 114,000 SH   SOLE   114,000 0 0
INTEGRA LIFESCIENCES HLDGS COM NEW 457985208 1,692 36,000 SH   SOLE   36,000 0 0
INTEL CORP COM 458140100 9,094 152,000 SH   SOLE   152,000 0 0
INVESCO LTD SHS G491BT108 11,438 1,063,000 SH   SOLE   1,063,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 4,825 442,700 SH   SOLE   442,700 0 0
JOHNSON & JOHNSON COM 478160104 3,656 26,000 SH   SOLE   26,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,692 66,400 SH   SOLE   66,400 0 0
KORN FERRY COM NEW 500643200 553 18,000 SH   SOLE   18,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 6,145 295,000 SH   SOLE   295,000 0 0
LIFETIME BRANDS INC COM 53222Q103 1,116 166,000 SH   SOLE   166,000 0 0
LITTELFUSE INC COM 537008104 3,831 22,450 SH   SOLE   22,450 0 0
LOWES COS INC COM 548661107 4,054 30,000 SH   SOLE   30,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,651 34,000 SH   SOLE   34,000 0 0
MASTERCARD INC CL A 57636Q104 4,731 16,000 SH   SOLE   16,000 0 0
MCDONALDS CORP COM 580135101 5,719 31,000 SH   SOLE   31,000 0 0
MEDTRONIC PLC SHS G5960L103 7,886 86,000 SH   SOLE   86,000 0 0
MICROSOFT CORP COM 594918104 3,093 15,200 SH   SOLE   15,200 0 0
MIDDLEBY CORP COM 596278101 7,681 97,300 SH   SOLE   97,300 0 0
MILLER INDS INC TENN COM NEW 600551204 998 33,523 SH   SOLE   33,523 0 0
MOHAWK INDS INC COM 608190104 5,597 55,000 SH   SOLE   55,000 0 0
MOODYS CORP COM 615369105 5,220 19,000 SH   SOLE   19,000 0 0
NOW INC COM 67011P100 1,131 131,000 SH   SOLE   131,000 0 0
OMNICOM GROUP INC COM 681919106 8,081 148,000 SH   SOLE   148,000 0 0
ORACLE CORP COM 68389X105 5,251 95,000 SH   SOLE   95,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 1,390 37,000 SH   SOLE   37,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 4,816 81,100 SH   SOLE   81,100 0 0
REGAL-BELOIT CORP COM 758750103 3,839 43,964 SH   SOLE   43,964 0 0
S&P GLOBAL INC COM 78409V104 3,624 11,000 SH   SOLE   11,000 0 0
SCHLUMBERGER LTD COM 806857108 4,211 229,000 SH   SOLE   229,000 0 0
SEAWORLD ENTMT INC COM 81282V100 5,523 372,900 SH   SOLE   372,900 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 4,441 119,277 SH   SOLE   119,277 0 0
SHYFT GROUP INC COM 825698103 2,071 123,000 SH   SOLE   123,000 0 0
SNAP ON INC COM 833034101 2,493 18,000 SH   SOLE   18,000 0 0
TAPESTRY INC COM 876030107 6,228 469,000 SH   SOLE   469,000 0 0
TEXAS INSTRS INC COM 882508104 3,682 29,000 SH   SOLE   29,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,536 7,000 SH   SOLE   7,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,817 51,000 SH   SOLE   51,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,893 62,000 SH   SOLE   62,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,081 50,000 SH   SOLE   50,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,784 23,000 SH   SOLE   23,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 6,595 71,000 SH   SOLE   71,000 0 0
US BANCORP DEL COM NEW 902973304 5,597 152,000 SH   SOLE   152,000 0 0
VISA INC COM CL A 92826C839 4,636 24,000 SH   SOLE   24,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 702 46,000 SH   SOLE   46,000 0 0
WABASH NATL CORP COM 929566107 2,186 205,871 SH   SOLE   205,871 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 10,258 242,000 SH   SOLE   242,000 0 0
DISNEY WALT CO COM DISNEY 254687106 7,873 70,600 SH   SOLE   70,600 0 0
WELLS FARGO CO NEW COM 949746101 7,475 292,000 SH   SOLE   292,000 0 0
WESCO INTL INC COM 95082P105 8,005 228,000 SH   SOLE   228,000 0 0
WESTERN DIGITAL CORP COM 958102105 5,872 133,000 SH   SOLE   133,000 0 0
WESTROCK CO COM 96145D105 8,111 287,000 SH   SOLE   287,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 3,742 19,000 SH   SOLE   19,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 5,017 19,600 SH   SOLE   19,600 0 0
ZIMMER HLDGS INC COM 98956P102 9,549 80,000 SH   SOLE   80,000 0 0