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
Expires: July 31, 2015
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
ADVANCE AUTO PARTS INC COM 00751Y106 3,533,640 56,788 SH SOLE 56,788 0 0
AGCO CORP COM 001084102 3,651,502 30,503 SH SOLE 30,503 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 17,610,437 156,191 SH SOLE 156,191 0 0
AXALTA COATING SYS LTD COM G0750C108 22,095,731 645,643 SH SOLE 645,643 0 0
B2GOLD CORP COM 11777Q209 27,083,895 7,226,814 SH SOLE 7,226,814 0 0
BORGWARNER INC COM 099724106 6,268,683 94,400 SH SOLE 94,400 0 0
CORE LABORATORIES INC COM 21867A105 3,062,961 262,894 SH SOLE 262,894 0 0
CLOROX CO DEL COM 189054109 25,178,127 263,789 SH SOLE 263,789 0 0
THE CAMPBELLS COMPANY COM 134429109 6,337,334 284,545 SH SOLE 284,545 0 0
ENERGIZER HLDGS INC COM 29272W109 13,829,223 644,967 SH SOLE 644,967 0 0
ERO COPPER CORP COM 296006109 5,953,669 223,171 SH SOLE 223,171 0 0
TECHNIPFMC PLC COM G87110105 4,387,737 66,175 SH SOLE 66,175 0 0
GENTEX CORP COM 371901109 10,529,786 416,657 SH SOLE 416,657 0 0
LAMB WESTON HLDGS INC COM 513272104 4,495,525 104,103 SH SOLE 104,103 0 0
3M CO COM 88579Y101 353,126 2,181 SH SOLE 2,181 0 0
VAIL RESORTS INC COM 91879Q109 4,588,630 33,700 SH SOLE 33,700 0 0
PHARMING GROUP NV SPON ADS 71716E105 2,949,431 2,148,144 SH SOLE 2,148,144 0 0
RANGE RES CORP COM 75281A109 9,315,224 250,456 SH SOLE 250,456 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 19,311,427 174,892 SH SOLE 174,892 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 13,485,562 1,588,307 SH SOLE 1,588,307 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 6,550,957 168,132 SH SOLE 168,132 0 0
VALVOLINE INC COM 92047W101 5,510,587 139,356 SH SOLE 139,356 0 0