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 662 14,000 SH   SOLE   14,000 0 0
ALPHABET INC CAP STK CL C 02079K107 10,349 8,900 SH   SOLE   8,900 0 0
AMERICAN EXPRESS CO COM 025816109 4,623 54,000 SH   SOLE   54,000 0 0
AON PLC SHS CL A G0408V102 1,539 9,000 SH   SOLE   9,000 0 0
APPLE INC COM 037833100 6,993 27,500 SH   SOLE   27,500 0 0
APTIV PLC SHS G6095L109 2,971 60,347 SH   SOLE   60,347 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,460 18,000 SH   SOLE   18,000 0 0
AXALTA COATING SYS LTD COM G0750C108 4,266 247,000 SH   SOLE   247,000 0 0
BAXTER INTL INC COM 071813109 3,410 42,000 SH   SOLE   42,000 0 0
BECTON DICKINSON & CO COM 075887109 8,042 35,000 SH   SOLE   35,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,571 25,000 SH   SOLE   25,000 0 0
BIG LOTS INC COM 089302103 1,266 89,000 SH   SOLE   89,000 0 0
BLUE BIRD CORP COM 095306106 1,465 134,000 SH   SOLE   134,000 0 0
BOOKING HLDGS INC COM 09857L108 4,170 3,100 SH   SOLE   3,100 0 0
CATERPILLAR INC DEL COM 149123101 5,106 44,000 SH   SOLE   44,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 4,947 59,450 SH   SOLE   59,450 0 0
VIACOMCBS INC CL B 92556H206 5,352 382,000 SH   SOLE   382,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 1,235 48,300 SH   SOLE   48,300 0 0
CHEVRON CORP NEW COM 166764100 4,782 66,000 SH   SOLE   66,000 0 0
CISCO SYS INC COM 17275R102 8,334 212,000 SH   SOLE   212,000 0 0
CITIZENS FINL GROUP INC COM 174610105 6,450 342,900 SH   SOLE   342,900 0 0
COMCAST CORP NEW CL A 20030N101 5,845 170,000 SH   SOLE   170,000 0 0
CORNING INC COM 219350105 6,080 296,000 SH   SOLE   296,000 0 0
CORTEVA INC COM 22052L104 5,429 231,000 SH   SOLE   231,000 0 0
CUMMINS INC COM 231021106 3,112 23,000 SH   SOLE   23,000 0 0
CVS CAREMARK CORPORATION COM 126650100 8,544 144,000 SH   SOLE   144,000 0 0
DANAHER CORP DEL COM 235851102 2,907 21,000 SH   SOLE   21,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 5,221 183,000 SH   SOLE   183,000 0 0
DENNYS CORP COM 24869P104 3,644 474,453 SH   SOLE   474,453 0 0
DINEEQUITY INC COM 254423106 4,170 145,388 SH   SOLE   145,388 0 0
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 7,301 416,250 SH   SOLE   416,250 0 0
DOLLAR TREE INC COM 256746108 2,718 37,000 SH   SOLE   37,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,979 146,000 SH   SOLE   146,000 0 0
EASTMAN CHEM CO COM 277432100 5,496 118,000 SH   SOLE   118,000 0 0
EATON CORP PLC SHS G29183103 3,651 47,000 SH   SOLE   47,000 0 0
EBAY INC COM 278642103 6,222 207,000 SH   SOLE   207,000 0 0
EQUIFAX INC COM 294429105 4,121 34,500 SH   SOLE   34,500 0 0
FACEBOOK INC CL A 30303M102 5,071 30,400 SH   SOLE   30,400 0 0
FEDERAL SIGNAL CORP COM 313855108 846 31,000 SH   SOLE   31,000 0 0
FEDEX CORP COM 31428X106 7,397 61,000 SH   SOLE   61,000 0 0
FIFTH THIRD BANCORP COM 316773100 4,232 285,000 SH   SOLE   285,000 0 0
GENERAC HLDGS INC COM 368736104 8,534 91,600 SH   SOLE   91,600 0 0
GENERAL MTRS CO COM 37045V100 5,237 252,000 SH   SOLE   252,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,720 37,000 SH   SOLE   37,000 0 0
GREENBRIER COS INC COM 393657101 7,113 400,950 SH   SOLE   400,950 0 0
HOLOGIC INC COM 436440101 3,159 90,000 SH   SOLE   90,000 0 0
HOME BANCSHARES INC COM 436893200 1,055 88,000 SH   SOLE   88,000 0 0
INGERSOLL RAND INC COM 45687V106 3,415 137,700 SH   SOLE   137,700 0 0
INTEGRA LIFESCIENCES HLDGS COM NEW 457985208 1,416 31,710 SH   SOLE   31,710 0 0
INTEL CORP COM 458140100 9,092 168,000 SH   SOLE   168,000 0 0
INVESCO LTD SHS G491BT108 6,045 665,800 SH   SOLE   665,800 0 0
JETBLUE AIRWAYS CORP COM 477143101 3,962 442,700 SH   SOLE   442,700 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,435 76,900 SH   SOLE   76,900 0 0
KULICKE & SOFFA INDS INC COM 501242101 5,965 285,800 SH   SOLE   285,800 0 0
LIFETIME BRANDS INC COM 53222Q103 1,300 230,000 SH   SOLE   230,000 0 0
LITTELFUSE INC COM 537008104 2,995 22,450 SH   SOLE   22,450 0 0
LOWES COS INC COM 548661107 5,249 61,000 SH   SOLE   61,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 2,940 34,000 SH   SOLE   34,000 0 0
MASTERCARD INC CL A 57636Q104 5,314 22,000 SH   SOLE   22,000 0 0
MCDONALDS CORP COM 580135101 5,126 31,000 SH   SOLE   31,000 0 0
MEDTRONIC PLC SHS G5960L103 6,403 71,000 SH   SOLE   71,000 0 0
MICROSOFT CORP COM 594918104 3,249 20,600 SH   SOLE   20,600 0 0
MIDDLEBY CORP COM 596278101 5,020 88,250 SH   SOLE   88,250 0 0
MILLER INDS INC TENN COM NEW 600551204 905 32,000 SH   SOLE   32,000 0 0
MOHAWK INDS INC COM 608190104 6,404 84,000 SH   SOLE   84,000 0 0
MOODYS CORP COM 615369105 5,076 24,000 SH   SOLE   24,000 0 0
NOW INC COM 67011P100 676 131,000 SH   SOLE   131,000 0 0
OMNICOM GROUP INC COM 681919106 6,149 112,000 SH   SOLE   112,000 0 0
ORACLE CORP COM 68389X105 5,012 103,700 SH   SOLE   103,700 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 1,651 45,000 SH   SOLE   45,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 4,444 92,100 SH   SOLE   92,100 0 0
REGAL-BELOIT CORP COM 758750103 3,298 52,397 SH   SOLE   52,397 0 0
S&P GLOBAL INC COM 78409V104 4,901 20,000 SH   SOLE   20,000 0 0
SCHLUMBERGER LTD COM 806857108 3,022 224,000 SH   SOLE   224,000 0 0
SEAWORLD ENTMT INC COM 81282V100 4,919 446,393 SH   SOLE   446,393 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 3,740 129,277 SH   SOLE   129,277 0 0
SNAP ON INC COM 833034101 2,721 25,000 SH   SOLE   25,000 0 0
SPARTAN MTRS INC COM 846819100 2,014 156,000 SH   SOLE   156,000 0 0
SPIRIT AIRLS INC COM 848577102 1,109 86,000 SH   SOLE   86,000 0 0
TAPESTRY INC COM 876030107 3,469 267,900 SH   SOLE   267,900 0 0
TEXAS INSTRS INC COM 882508104 2,898 29,000 SH   SOLE   29,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,694 9,500 SH   SOLE   9,500 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,711 47,420 SH   SOLE   47,420 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,847 84,000 SH   SOLE   84,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 4,717 50,000 SH   SOLE   50,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,983 28,000 SH   SOLE   28,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,795 48,400 SH   SOLE   48,400 0 0
US BANCORP DEL COM NEW 902973304 5,236 152,000 SH   SOLE   152,000 0 0
VISA INC COM CL A 92826C839 4,914 30,500 SH   SOLE   30,500 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 618 42,900 SH   SOLE   42,900 0 0
WABASH NATL CORP COM 929566107 1,486 205,871 SH   SOLE   205,871 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 8,967 196,000 SH   SOLE   196,000 0 0
DISNEY WALT CO COM DISNEY 254687106 6,820 70,600 SH   SOLE   70,600 0 0
WELLS FARGO CO NEW COM 949746101 5,249 182,900 SH   SOLE   182,900 0 0
WESCO INTL INC COM 95082P105 6,398 280,000 SH   SOLE   280,000 0 0
WESTERN DIGITAL CORP COM 958102105 4,162 100,000 SH   SOLE   100,000 0 0
WESTROCK CO COM 96145D105 6,616 234,100 SH   SOLE   234,100 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 3,227 19,000 SH   SOLE   19,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 4,902 26,700 SH   SOLE   26,700 0 0
ZIMMER HLDGS INC COM 98956P102 8,521 84,300 SH   SOLE   84,300 0 0