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
3M Co COM 88579Y101 23,287 122,215 SH   SOLE None 122,215 0 0
Apple Inc COM 037833100 916 5,809 SH   SOLE None 5,809 0 0
Bank New York Mellon Corp COM 064058100 24,292 516,082 SH   SOLE None 516,082 0 0
Borgwarner Inc COM 099724106 24,263 698,409 SH   SOLE None 698,409 0 0
Canadian Pac Ry Ltd COM 13645T100 26,692 150,274 SH   SOLE None 150,274 0 0
Caterpillar Inc Del COM 149123101 26,705 210,163 SH   SOLE None 210,163 0 0
Chevron Corp New COM 166764100 23,391 215,007 SH   SOLE None 215,007 0 0
Cisco Sys Inc COM 17275R102 36,405 840,177 SH   SOLE None 840,177 0 0
Citigroup Inc COM NEW 172967424 26,503 509,080 SH   SOLE None 509,080 0 0
Coherent Inc. COM 192479103 14,561 137,744 SH   SOLE None 137,744 0 0
Corning Inc COM 219350105 53,636 1,775,448 SH   SOLE None 1,775,448 0 0
Fedex Corp COM 31428X106 38,597 239,240 SH   SOLE None 239,240 0 0
Goldcorp Inc New COM 380956409 20,435 2,085,216 SH   SOLE None 2,085,216 0 0
Honeywell Intl Inc COM 348516106 310 2,350 SH   SOLE None 2,350 0 0
Ingersoll-Rand plc SHS G47791101 15,739 172,522 SH   SOLE None 172,522 0 0
International Business Machs COM 459200101 10,211 89,831 SH   SOLE None 89,831 0 0
Ishares TRUST S&P CORE S&P500 ETF 464287200 398 1,580 SH   SOLE None 1,580 0 0
Kroger Co COM 501044101 50,782 1,846,609 SH   SOLE None 1,846,609 0 0
Las Vegas Sands Corp COM 517834107 20,382 391,594 SH   SOLE None 391,594 0 0
Newell Brands Inc COM 651229106 20,473 1,101,311 SH   SOLE None 1,101,311 0 0
Nutrien Ltd COM 67077M108 35,762 760,888 SH   SOLE None 760,888 0 0
Parker Hannifin Corp COM 701094104 21,718 145,622 SH   SOLE None 145,622 0 0
Popular Inc COM NEW 733174700 26,891 569,478 SH   SOLE None 569,478 0 0
Qualcomm Inc COM 747525103 37,894 665,856 SH   SOLE None 665,856 0 0
Rio Tinto plc SPONSORED ADR 767204100 37,437 772,225 SH   SOLE None 772,225 0 0
Sony Corp SPONSORED ADR 835699307 58,711 1,216,058 SH   SOLE None 1,216,058 0 0
Terex Corp New COM 880779103 19,712 714,995 SH   SOLE None 714,995 0 0
Tractor Supply Co COM 892356106 33,131 397,066 SH   SOLE None 397,066 0 0