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
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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
3M Co COM 88579Y101 23,998 109,321 SH   SOLE   109,321 0 0
Apple Inc COM 037833100 975 5,809 SH   SOLE   5,809 0 0
Bank New York Mellon Corp COM 064058100 32,762 635,792 SH   SOLE   635,792 0 0
Borgwarner Inc COM 099724106 38,313 762,751 SH   SOLE   762,751 0 0
Canadian Pac Ry Ltd COM 13645T100 24,196 137,085 SH   SOLE   137,085 0 0
Caterpillar Inc Del COM 149123101 28,701 194,739 SH   SOLE   194,739 0 0
Chevron Corp New COM 166764100 22,234 194,965 SH   SOLE   194,965 0 0
Cisco Sys Inc COM 17275R102 47,989 1,118,896 SH   SOLE   1,118,896 0 0
Citigroup Inc COM NEW 172967424 32,823 486,259 SH   SOLE   486,259 0 0
Corning Inc COM 219350105 47,061 1,687,987 SH   SOLE   1,687,987 0 0
Fedex Corp COM 31428X106 36,044 150,113 SH   SOLE   150,113 0 0
Goldcorp Inc New COM 380956409 26,349 1,906,593 SH   SOLE   1,906,593 0 0
Honeywell Intl Inc COM 348516106 340 2,350 SH   SOLE   2,350 0 0
Ingersoll-Rand plc SHS G47791101 14,624 171,022 SH   SOLE   171,022 0 0
International Business Machs COM 459200101 23,011 149,977 SH   SOLE   149,977 0 0
Kroger Co COM 501044101 43,607 1,821,510 SH   SOLE   1,821,510 0 0
Las Vegas Sands Corp COM 517834107 32,086 446,265 SH   SOLE   446,265 0 0
Newell Brands Inc COM 651229106 24,257 952,014 SH   SOLE   952,014 0 0
Nutrien Ltd COM 67077M108 33,450 707,790 SH   SOLE   707,790 0 0
Parker Hannifin Corp COM 701094104 14,895 87,090 SH   SOLE   87,090 0 0
Popular Inc COM NEW 733174700 21,780 523,312 SH   SOLE   523,312 0 0
Qualcomm Inc COM 747525103 15,643 282,305 SH   SOLE   282,305 0 0
Rio Tinto plc SPONSORED ADR 767204100 36,615 710,562 SH   SOLE   710,562 0 0
Sony Corp SPONSORED ADR 835699307 58,166 1,203,271 SH   SOLE   1,203,271 0 0
Steadymed Ltd SHS M84920103 49 15,000 SH   SOLE   15,000 0 0
Terex Corp New COM 880779103 25,742 688,096 SH   SOLE   688,096 0 0
Tractor Supply Co COM 892356106 31,665 502,461 SH   SOLE   502,461 0 0
Wells Fargo & Co New COM 949746101 367 7,000 SH   SOLE   7,000 0 0