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
American Express Co Comm 025816109 18,326 110,914 SH   SOLE   110,914 0 0
Berry Global Group Inc Comm 08579W103 6,135 94,072 SH   SOLE   94,072 0 0
ConocoPhillips Comm 20825C104 9,260 152,047 SH   SOLE   152,047 0 0
Walt Disney Co Comm 254687106 11,551 65,719 SH   SOLE   65,719 0 0
EOG Resources Inc Comm 26875P101 9,629 115,401 SH   SOLE   115,401 0 0
Fidelity National Financial Inc Comm 31620R105 12,866 296,045 SH   SOLE   296,045 0 0
General Electric Co Comm 369604103 9,284 689,734 SH   SOLE   689,734 0 0
General Motors Co Comm 37045V100 6,368 107,626 SH   SOLE   107,626 0 0
Canada Goose Holdings Inc Comm 135086106 7,194 164,461 SH   SOLE   164,461 0 0
Garmin Ltd Comm H2906T109 6,361 43,977 SH   SOLE   43,977 0 0
Lamb Weston Holdings Inc Comm 513272104 8,376 103,847 SH   SOLE   103,847 0 0
Envista Hldgs corp com Comm 29415F104 8,897 205,909 SH   SOLE   205,909 0 0
PulteGroup Inc Comm 745867101 6,488 118,902 SH   SOLE   118,902 0 0
Parsons Corp Comm 70202L102 106 2,700 SH   SOLE   2,700 0 0
Pioneer Natural Resources Co Comm 723787107 8,545 52,578 SH   SOLE   52,578 0 0
RH Com Comm 74967X103 13,576 19,994 SH   SOLE   19,994 0 0
Sony Group Corp Comm 75606N109 12,993 133,644 SH   SOLE   133,644 0 0
Simon Property Group Inc Comm 835699307 15,822 121,258 SH   SOLE   121,258 0 0
Twitter Inc Comm 828806109 18,330 266,392 SH   SOLE   266,392 0 0
Wells Fargo & Co Comm 90184L102 16,735 369,505 SH   SOLE   369,505 0 0
Wyndham Hotels & Resorts Inc Comm 949746101 6,834 94,532 SH   SOLE   94,532 0 0
Whirlpool Corp Comm 983101106 5,891 27,020 SH   SOLE   27,020 0 0
YETI Holdings Inc Comm 963320106 8,156 88,830 SH   SOLE   88,830 0 0