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
ABBVIE INC COM 00287Y109 628 8,300 SH   SOLE   8,300 0 0
ACME UTD CORP COM 004816104 1,402 70,000 SH   SOLE   70,000 0 0
AIR LEASE CORP CL A 00912X302 1,991 47,600 SH   SOLE   47,600 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,025 8,000 SH   SOLE   8,000 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 2,554 208,000 SH   SOLE   208,000 0 0
ALPHABET INC CAP STK CL A 02079K305 977 800 SH   SOLE   800 0 0
ALPHABET INC CAP STK CL C 02079K107 978 802 SH   SOLE   802 0 0
AMC NETWORKS INC CL A 00164V103 983 20,000 SH   SOLE   20,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 604 73,500 SH   SOLE   73,500 0 0
AMGEN INC COM 031162100 774 4,000 SH   SOLE   4,000 0 0
APPLE INC COM 037833100 1,971 8,800 SH   SOLE   8,800 0 0
AT&T INC COM 00206R102 1,010 26,700 SH   SOLE   26,700 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 994 14,900 SH   SOLE   14,900 0 0
B RILEY FINL INC COM 05580M108 945 40,000 SH   SOLE   40,000 0 0
BLUE BIRD CORP COM 095306106 248 13,014 SH   SOLE   13,014 0 0
BORGWARNER INC COM 099724106 1,629 44,400 SH   SOLE   44,400 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,521 30,000 SH   SOLE   30,000 0 0
BROADCOM INC COM 11135F101 828 3,000 SH   SOLE   3,000 0 0
BRUNSWICK CORP COM 117043109 1,564 30,000 SH   SOLE   30,000 0 0
CANADIAN NAT RES LTD COM 136385101 834 31,300 SH   SOLE   31,300 0 0
CARDINAL HEALTH INC COM 14149Y108 807 17,100 SH   SOLE   17,100 0 0
CIGNA CORP NEW COM 125523100 1,518 10,000 SH   SOLE   10,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 882 75,000 SH   SOLE   75,000 0 0
COMPUTER TASK GROUP INC COM 205477102 400 80,000 SH   SOLE   80,000 0 0
COPA HOLDINGS SA CL A P31076105 968 9,800 SH   SOLE   9,800 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 726 120,000 SH   SOLE   120,000 0 0
COWEN INC CL A NEW 223622606 923 60,000 SH   SOLE   60,000 0 0
CRAWFORD & CO CL A 224633206 1,088 100,000 SH   SOLE   100,000 0 0
CROWN HOLDINGS INC COM 228368106 1,652 25,000 SH   SOLE   25,000 0 0
CUMMINS INC COM 231021106 927 5,700 SH   SOLE   5,700 0 0
DANA INCORPORATED COM 235825205 1,378 95,400 SH   SOLE   95,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,728 30,000 SH   SOLE   30,000 0 0
DISCOVERY INC COM SER A 25470F104 1,065 40,000 SH   SOLE   40,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 844 8,800 SH   SOLE   8,800 0 0
DXC TECHNOLOGY CO COM 23355L106 1,770 60,000 SH   SOLE   60,000 0 0
EMCORE CORP COM NEW 290846203 461 150,000 SH   SOLE   150,000 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 501 150,000 SH   SOLE   150,000 0 0
FEDEX CORP COM 31428X106 1,237 8,500 SH   SOLE   8,500 0 0
FLEX LTD ORD Y2573F102 886 84,700 SH   SOLE   84,700 0 0
GENERAL MTRS CO COM 37045V100 1,848 49,300 SH   SOLE   49,300 0 0
GILEAD SCIENCES INC COM 375558103 951 15,000 SH   SOLE   15,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,451 7,000 SH   SOLE   7,000 0 0
GSI TECHNOLOGY COM 36241U106 876 100,000 SH   SOLE   100,000 0 0
HANESBRANDS INC COM 410345102 938 61,200 SH   SOLE   61,200 0 0
HARLEY DAVIDSON INC COM 412822108 806 22,400 SH   SOLE   22,400 0 0
KRAFT HEINZ CO COM 500754106 494 17,700 SH   SOLE   17,700 0 0
HOOKER FURNITURE CORP COM 439038100 858 40,000 SH   SOLE   40,000 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 704 18,400 SH   SOLE   18,400 0 0
HUBBELL INC COM 443510607 1,012 7,700 SH   SOLE   7,700 0 0
HUNTSMAN CORP COM 447011107 926 39,800 SH   SOLE   39,800 0 0
ILLINOIS TOOL WKS INC COM 452308109 955 6,100 SH   SOLE   6,100 0 0
INTERFACE INC COM 458665304 866 60,000 SH   SOLE   60,000 0 0
INTL PAPER CO COM 460146103 799 19,100 SH   SOLE   19,100 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 974 6,700 SH   SOLE   6,700 0 0
INVESCO LTD SHS G491BT108 1,243 73,400 SH   SOLE   73,400 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 827 36,800 SH   SOLE   36,800 0 0
KLA CORPORATION COM NEW 482480100 1,355 8,500 SH   SOLE   8,500 0 0
KORN FERRY COM NEW 500643200 1,391 36,000 SH   SOLE   36,000 0 0
L BRANDS INC COM 501797104 582 29,700 SH   SOLE   29,700 0 0
LAM RESEARCH CORP COM 512807108 1,294 5,600 SH   SOLE   5,600 0 0
LEAR CORP COM NEW 521865204 1,002 8,500 SH   SOLE   8,500 0 0
LEGGETT & PLATT INC COM 524660107 860 21,000 SH   SOLE   21,000 0 0
LOCKHEED MARTIN CORP COM 539830109 1,131 2,900 SH   SOLE   2,900 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 814 9,100 SH   SOLE   9,100 0 0
MANPOWERGROUP INC COM 56418H100 1,011 12,000 SH   SOLE   12,000 0 0
MANULIFE FINL CORP COM 56501R106 986 53,700 SH   SOLE   53,700 0 0
MARLIN BUSINESS SVCS CORP COM 571157106 831 33,000 SH   SOLE   33,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 448 30,000 SH   SOLE   30,000 0 0
M D C HLDGS INC COM 552676108 1,252 29,052 SH   SOLE   29,052 0 0
MERCURY GENL CORP NEW COM 589400100 833 14,900 SH   SOLE   14,900 0 0
MERITOR INC COM 59001K100 555 30,000 SH   SOLE   30,000 0 0
METLIFE INC COM 59156R108 1,792 38,000 SH   SOLE   38,000 0 0
MICHAELS COS INC COM 59408Q106 1,566 160,000 SH   SOLE   160,000 0 0
MKS INSTRUMENT INC COM 55306N104 1,384 15,000 SH   SOLE   15,000 0 0
MORGAN STANLEY COM NEW 617446448 815 19,100 SH   SOLE   19,100 0 0
MSC INDL DIRECT INC CL A 553530106 725 10,000 SH   SOLE   10,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 699 14,900 SH   SOLE   14,900 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,133 41,200 SH   SOLE   41,200 0 0
OLIN CORP COM PAR $1 680665205 715 38,200 SH   SOLE   38,200 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,345 70,000 SH   SOLE   70,000 0 0
OWENS ILL INC COM NEW 690768403 847 82,500 SH   SOLE   82,500 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 889 18,800 SH   SOLE   18,800 0 0
PEOPLES UTD FINL INC COM 712704105 829 53,000 SH   SOLE   53,000 0 0
PHILIP MORRIS INTL INC COM 718172109 866 11,400 SH   SOLE   11,400 0 0
PRUDENTIAL FINL INC COM 744320102 1,313 14,600 SH   SOLE   14,600 0 0
QUALCOMM INC COM 747525103 1,022 13,400 SH   SOLE   13,400 0 0
RIO TINTO PLC SPONSORED ADR 767204100 818 15,700 SH   SOLE   15,700 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 761 12,700 SH   SOLE   12,700 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,585 20,000 SH   SOLE   20,000 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 777 150,000 SH   SOLE   150,000 0 0
TANDY LEATHER FACTORY INC COM 87538X105 465 100,000 SH   SOLE   100,000 0 0
TAPESTRY INC COM 876030107 586 22,500 SH   SOLE   22,500 0 0
TARGET CORP COM 87612E106 1,240 11,600 SH   SOLE   11,600 0 0
TATA MTRS LTD SPONSORED ADR 876568502 805 95,900 SH   SOLE   95,900 0 0
TENNECO INC CL A VTG COM STK 880349105 348 27,800 SH   SOLE   27,800 0 0
TEREX CORP NEW COM 880779103 1,299 50,000 SH   SOLE   50,000 0 0
THOR INDS INC COM 885160101 1,473 26,000 SH   SOLE   26,000 0 0
TIMKEN CO COM 887389104 1,740 40,000 SH   SOLE   40,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 387 24,400 SH   SOLE   24,400 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 327 4,100 SH   SOLE   4,100 0 0
USA TRUCK INC COM 902925106 562 70,000 SH   SOLE   70,000 0 0
WESTROCK CO COM 96145D105 736 20,200 SH   SOLE   20,200 0 0
WHIRLPOOL CORP COM 963320106 1,109 7,000 SH   SOLE   7,000 0 0
WPP PLC NEW ADR 92937A102 876 14,000 SH   SOLE   14,000 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 971 21,100 SH   SOLE   21,100 0 0
XEROX HOLDINGS CORP COM NEW ADDED 98421M106 1,158 38,700 SH   SOLE   38,700 0 0