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 21,823 110,936 SH   SOLE   110,936 0 0
Apple Inc COM 037833100 1,075 5,809 SH   SOLE   5,809 0 0
Bank New York Mellon Corp COM 064058100 25,449 471,889 SH   SOLE   471,889 0 0
Borgwarner Inc COM 099724106 33,178 768,723 SH   SOLE   768,723 0 0
Canadian Pac Ry Ltd COM 13645T100 25,230 137,854 SH   SOLE   137,854 0 0
Caterpillar Inc Del COM 149123101 26,334 194,103 SH   SOLE   194,103 0 0
Chevron Corp New COM 166764100 24,733 195,622 SH   SOLE   195,622 0 0
Cisco Sys Inc COM 17275R102 34,132 793,222 SH   SOLE   793,222 0 0
Citigroup Inc COM NEW 172967424 32,527 486,061 SH   SOLE   486,061 0 0
Corning Inc COM 219350105 46,779 1,700,451 SH   SOLE   1,700,451 0 0
Fedex Corp COM 31428X106 34,200 150,620 SH   SOLE   150,620 0 0
Goldcorp Inc New COM 380956409 26,337 1,920,972 SH   SOLE   1,920,972 0 0
Honeywell Intl Inc COM 348516106 339 2,350 SH   SOLE   2,350 0 0
Ingersoll-Rand plc SHS G47791101 14,491 161,492 SH   SOLE   161,492 0 0
International Business Machs COM 459200101 21,359 152,895 SH   SOLE   152,895 0 0
Kroger Co COM 501044101 52,313 1,838,780 SH   SOLE   1,838,780 0 0
Las Vegas Sands Corp COM 517834107 26,151 342,476 SH   SOLE   342,476 0 0
Newell Brands Inc COM 651229106 24,839 963,144 SH   SOLE   963,144 0 0
Nutrien Ltd COM 67077M108 38,473 707,480 SH   SOLE   707,480 0 0
Parker Hannifin Corp COM 701094104 22,248 142,750 SH   SOLE   142,750 0 0
Popular Inc COM NEW 733174700 23,713 524,511 SH   SOLE   524,511 0 0
Qualcomm Inc COM 747525103 34,632 617,105 SH   SOLE   617,105 0 0
Rio Tinto plc SPONSORED ADR 767204100 39,464 711,313 SH   SOLE   711,313 0 0
Sony Corp SPONSORED ADR 835699307 60,853 1,187,152 SH   SOLE   1,187,152 0 0
Steadymed Ltd SHS M84920103 45 10,000 SH   SOLE   10,000 0 0
Terex Corp New COM 880779103 28,887 684,690 SH   SOLE   684,690 0 0
Tractor Supply Co COM 892356106 38,650 505,295 SH   SOLE   505,295 0 0
Wells Fargo & Co New COM 949746101 409 7,383 SH   SOLE   7,383 0 0