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
Bank New York Mellon Corp COM 064058100 25,405 504,762 SH   SOLE NONE 504,762 0 0
Boeing Co COM 097023105 30,070 92,307 SH   SOLE NONE 92,307 0 0
Borgwarner Inc COM 099724106 34,051 784,958 SH   SOLE NONE 784,958 0 0
Canadian Pac Ry Ltd COM 13645T100 36,529 143,281 SH   SOLE NONE 143,281 0 0
Caterpillar Inc Del COM 149123101 31,342 212,230 SH   SOLE NONE 212,230 0 0
Cisco Sys Inc COM 17275R102 38,107 794,561 SH   SOLE NONE 794,561 0 0
Citigroup Inc COM NEW 172967424 38,917 487,127 SH   SOLE NONE 487,127 0 0
Coherent Inc COM 192479103 37,620 226,149 SH   SOLE NONE 226,149 0 0
Corning Inc COM 219350105 48,470 1,665,078 SH   SOLE NONE 1,665,078 0 0
Fedex Corp COM 31428X106 38,127 252,146 SH   SOLE NONE 252,146 0 0
Honeywell Intl Inc COM 438516106 416 2,350 SH   SOLE NONE 2,350 0 0
Ingersoll-Rand plc SHS G47791101 19,206 144,490 SH   SOLE NONE 144,490 0 0
Ingredion Inc COM 457187102 13,585 146,155 SH   SOLE NONE 146,155 0 0
International Business Machs COM 459200101 32,259 240,670 SH   SOLE NONE 240,670 0 0
Kroger Co COM 501044101 45,928 1,584,270 SH   SOLE NONE 1,584,270 0 0
Las Vegas Sands Corp COM 517834107 28,984 419,820 SH   SOLE NONE 419,820 0 0
Newell Brands Inc COM 651229106 32,559 1,694,027 SH   SOLE NONE 1,694,027 0 0
Newmont Goldcorp Corporation COM 651639106 40,725 937,295 SH   SOLE NONE 937,295 0 0
Nutrien Ltd COM 67077M108 34,968 729,876 SH   SOLE NONE 729,876 0 0
Orion Engineered Carbons S A COM L72967109 13,555 702,341 SH   SOLE NONE 702,341 0 0
Parker Hannifin Corp COM 701094104 32,729 159,020 SH   SOLE NONE 159,020 0 0
Popular Inc COM NEW 733174700 31,772 540,795 SH   SOLE NONE 540,795 0 0
Qualcomm Inc COM 747525103 45,617 517,027 SH   SOLE NONE 517,027 0 0
Rio Tinto plc SPONSORED ADR 767204100 41,411 697,632 SH   SOLE NONE 697,632 0 0
Sony Corp SPONSORED ADR 835699307 41,789 614,541 SH   SOLE NONE 614,541 0 0
Terex Corp New COM 880779103 22,165 744,277 SH   SOLE NONE 744,277 0 0
Unitedhealth Group Inc COM 91324P102 31,151 105,963 SH   SOLE NONE 105,963 0 0