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 3,180 41,000 SH   SOLE   41,000 0 0
ALPHABET INC CAP STK CL C 02079K107 6,053 5,600 SH   SOLE   5,600 0 0
AMERICAN EXPRESS CO COM 025816109 3,098 25,100 SH   SOLE   25,100 0 0
AON PLC SHS CL A G0408V102 4,439 23,000 SH   SOLE   23,000 0 0
APPLE INC COM 037833100 3,958 20,000 SH   SOLE   20,000 0 0
APTIV PLC SHS G6095L109 6,628 82,000 SH   SOLE   82,000 0 0
AXALTA COATING SYS LTD COM G0750C108 6,639 223,000 SH   SOLE   223,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,371 99,000 SH   SOLE   99,000 0 0
BAXTER INTL INC COM 071813109 3,358 41,000 SH   SOLE   41,000 0 0
BB&T CORP COM 054937107 3,685 75,000 SH   SOLE   75,000 0 0
BECTON DICKINSON & CO COM 075887109 8,820 35,000 SH   SOLE   35,000 0 0
BIG LOTS INC COM 089302103 1,402 49,000 SH   SOLE   49,000 0 0
BLUE BIRD CORP COM 095306106 2,501 127,000 SH   SOLE   127,000 0 0
BORGWARNER INC COM 099724106 6,675 159,000 SH   SOLE   159,000 0 0
CATERPILLAR INC DEL COM 149123101 4,906 36,000 SH   SOLE   36,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,710 110,000 SH   SOLE   110,000 0 0
CHEVRON CORP NEW COM 166764100 4,355 35,000 SH   SOLE   35,000 0 0
CISCO SYS INC COM 17275R102 5,911 108,000 SH   SOLE   108,000 0 0
CITIZENS FINL GROUP INC COM 174610105 11,510 325,500 SH   SOLE   325,500 0 0
COMCAST CORP NEW CL A 20030N101 6,084 143,900 SH   SOLE   143,900 0 0
CORNING INC COM 219350105 5,117 154,000 SH   SOLE   154,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 4,593 26,900 SH   SOLE   26,900 0 0
CUMMINS INC COM 231021106 5,226 30,500 SH   SOLE   30,500 0 0
CVS CAREMARK CORPORATION COM 126650100 9,972 183,000 SH   SOLE   183,000 0 0
DANAHER CORP DEL COM 235851102 3,001 21,000 SH   SOLE   21,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,279 145,884 SH   SOLE   145,884 0 0
DENNYS CORP COM 24869P104 1,252 61,000 SH   SOLE   61,000 0 0
DINEEQUITY INC COM 254423106 2,291 24,000 SH   SOLE   24,000 0 0
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 13,764 483,800 SH   SOLE   483,800 0 0
DOLLAR TREE INC COM 256746108 3,329 31,000 SH   SOLE   31,000 0 0
DOW INC COM 260557103 4,537 92,000 SH   SOLE   92,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,504 60,000 SH   SOLE   60,000 0 0
EASTMAN CHEM CO COM 277432100 8,001 102,800 SH   SOLE   102,800 0 0
EATON CORP PLC SHS G29183103 6,329 76,000 SH   SOLE   76,000 0 0
EBAY INC COM 278642103 6,597 167,000 SH   SOLE   167,000 0 0
EQUIFAX INC COM 294429105 5,815 43,000 SH   SOLE   43,000 0 0
EXXON MOBIL CORP COM 30231G102 4,100 53,500 SH   SOLE   53,500 0 0
FEDERAL SIGNAL CORP COM 313855108 1,124 42,000 SH   SOLE   42,000 0 0
FEDEX CORP COM 31428X106 9,195 56,000 SH   SOLE   56,000 0 0
FIFTH THIRD BANCORP COM 316773100 5,664 203,000 SH   SOLE   203,000 0 0
FRANKLIN RES INC COM 354613101 3,097 89,000 SH   SOLE   89,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 7,647 221,000 SH   SOLE   221,000 0 0
GENERAC HLDGS INC COM 368736104 7,149 103,000 SH   SOLE   103,000 0 0
GENERAL MTRS CO COM 37045V100 6,396 166,000 SH   SOLE   166,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,468 36,500 SH   SOLE   36,500 0 0
GREENBRIER COS INC COM 393657101 7,357 242,000 SH   SOLE   242,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 1,424 65,000 SH   SOLE   65,000 0 0
HOLOGIC INC COM 436440101 2,665 55,500 SH   SOLE   55,500 0 0
HOME BANCSHARES INC COM 436893200 1,637 85,000 SH   SOLE   85,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,619 48,000 SH   SOLE   48,000 0 0
INTEGRA LIFESCIENCES HLDGS COM NEW 457985208 447 8,000 SH   SOLE   8,000 0 0
INTEL CORP COM 458140100 8,425 176,000 SH   SOLE   176,000 0 0
INVESCO LTD SHS G491BT108 8,491 415,000 SH   SOLE   415,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 1,840 86,000 SH   SOLE   86,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,305 341,000 SH   SOLE   341,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,570 73,150 SH   SOLE   73,150 0 0
KULICKE & SOFFA INDS INC COM 501242101 9,832 436,000 SH   SOLE   436,000 0 0
LAM RESEARCH CORP COM 512807108 4,320 23,000 SH   SOLE   23,000 0 0
LEGG MASON INC COM 524901105 8,713 227,600 SH   SOLE   227,600 0 0
LIFETIME BRANDS INC COM 53222Q103 2,086 220,551 SH   SOLE   220,551 0 0
LITTELFUSE INC COM 537008104 3,768 21,300 SH   SOLE   21,300 0 0
LOWES COS INC COM 548661107 5,146 51,000 SH   SOLE   51,000 0 0
LYDALL INC DEL COM 550819106 1,212 60,000 SH   SOLE   60,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,469 44,800 SH   SOLE   44,800 0 0
MASTERCARD INC CL A 57636Q104 4,497 17,000 SH   SOLE   17,000 0 0
MCDONALDS CORP COM 580135101 5,192 25,000 SH   SOLE   25,000 0 0
MEDTRONIC PLC SHS G5960L103 7,207 74,000 SH   SOLE   74,000 0 0
MICROSOFT CORP COM 594918104 4,421 33,000 SH   SOLE   33,000 0 0
MILLER INDS INC TENN COM NEW 600551204 1,322 43,000 SH   SOLE   43,000 0 0
MOHAWK INDS INC COM 608190104 8,185 55,500 SH   SOLE   55,500 0 0
MOODYS CORP COM 615369105 7,617 39,000 SH   SOLE   39,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 5,095 95,000 SH   SOLE   95,000 0 0
OMNICOM GROUP INC COM 681919106 8,687 106,000 SH   SOLE   106,000 0 0
ORACLE CORP COM 68389X105 5,070 89,000 SH   SOLE   89,000 0 0
PACKAGING CORP AMER COM 695156109 6,196 65,000 SH   SOLE   65,000 0 0
PARK OHIO HLDGS CORP COM 700666100 1,630 50,000 SH   SOLE   50,000 0 0
PARKER HANNIFIN CORP COM 701094104 4,726 27,800 SH   SOLE   27,800 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 3,136 99,000 SH   SOLE   99,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 8,091 122,500 SH   SOLE   122,500 0 0
PRUDENTIAL FINL INC COM 744320102 5,959 59,000 SH   SOLE   59,000 0 0
REGAL-BELOIT CORP COM 758750103 6,447 78,900 SH   SOLE   78,900 0 0
S&P GLOBAL INC COM 78409V104 3,645 16,000 SH   SOLE   16,000 0 0
SCHLUMBERGER LTD COM 806857108 4,968 125,000 SH   SOLE   125,000 0 0
SEAWORLD ENTMT INC COM 81282V100 8,649 279,000 SH   SOLE   279,000 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 10,726 218,900 SH   SOLE   218,900 0 0
SKECHERS U S A INC CL A 830566105 3,779 120,000 SH   SOLE   120,000 0 0
SNAP ON INC COM 833034101 4,158 25,100 SH   SOLE   25,100 0 0
SPARTAN MTRS INC COM 846819100 3,102 283,000 SH   SOLE   283,000 0 0
SPIRIT AIRLS INC COM 848577102 1,589 33,300 SH   SOLE   33,300 0 0
STARBUCKS CORP COM 855244109 1,090 13,000 SH   SOLE   13,000 0 0
TAPESTRY INC COM 876030107 7,044 222,000 SH   SOLE   222,000 0 0
TEXAS INSTRS INC COM 882508104 6,025 52,500 SH   SOLE   52,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,084 10,500 SH   SOLE   10,500 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,545 30,400 SH   SOLE   30,400 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,745 75,000 SH   SOLE   75,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,031 54,000 SH   SOLE   54,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,832 28,000 SH   SOLE   28,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,303 33,000 SH   SOLE   33,000 0 0
US BANCORP DEL COM NEW 902973304 7,965 152,000 SH   SOLE   152,000 0 0
VIACOM INC NEW CL B 92553P201 9,021 302,000 SH   SOLE   302,000 0 0
VISA INC COM CL A 92826C839 4,686 27,000 SH   SOLE   27,000 0 0
WABASH NATL CORP COM 929566107 2,506 154,000 SH   SOLE   154,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 8,802 161,000 SH   SOLE   161,000 0 0
DISNEY WALT CO COM DISNEY 254687106 6,088 43,600 SH   SOLE   43,600 0 0
WELLS FARGO CO NEW COM 949746101 7,098 150,000 SH   SOLE   150,000 0 0
WESCO INTL INC COM 95082P105 8,545 168,700 SH   SOLE   168,700 0 0
WESTERN DIGITAL CORP COM 958102105 8,987 189,000 SH   SOLE   189,000 0 0
WESTROCK CO COM 96145D105 10,292 282,200 SH   SOLE   282,200 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 5,938 31,000 SH   SOLE   31,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 7,081 33,800 SH   SOLE   33,800 0 0
ZIMMER HLDGS INC COM 98956P102 12,598 107,000 SH   SOLE   107,000 0 0