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
ALCOA CORP COM 013872106 3,695,409 87,300 SH SOLE 87,300 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,192,129 150,400 SH SOLE 150,400 0 0
BAXTER INTL INC COM 071813109 13,558,278 567,886 SH SOLE 567,886 0 0
CELANESE CORP DEL COM 150870103 3,691,725 82,157 SH SOLE 82,157 0 0
CNH INDL N V SHS N20944109 13,880,207 1,049,940 SH SOLE 1,049,940 0 0
CONAGRA BRANDS INC COM 205887102 12,853,548 960,661 SH SOLE 960,661 0 0
EASTMAN CHEM CO COM 277432100 7,595,665 116,650 SH SOLE 116,650 0 0
HALLIBURTON CO COM 406216101 13,382,901 418,739 SH SOLE 418,739 0 0
INTEL CORP COM 458140100 7,634,856 64,519 SH SOLE 64,519 0 0
MANPOWERGROUP INC WIS COM 56418H100 11,037,824 197,104 SH SOLE 197,104 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 5,745,303 764,003 SH SOLE 764,003 0 0
MOHAWK INDS INC COM 608190104 13,888,545 111,474 SH SOLE 111,474 0 0
NEWELL BRANDS INC COM 651229106 8,382,516 1,580,116 SH SOLE 1,580,116 0 0
OCCIDENTAL PETE CORP COM 674599105 14,528,013 263,284 SH SOLE 263,284 0 0
PAYPAL HLDGS INC COM 70450Y103 10,228,417 192,119 SH SOLE 192,119 0 0
PFIZER INC COM 717081103 16,047,478 559,438 SH SOLE 559,438 0 0
QUALCOMM INC COM 747525103 7,240,632 39,200 SH SOLE 39,200 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,115,144 54,057 SH SOLE 54,057 0 0
ROBERT HALF INC. COM 770323103 9,369,457 253,846 SH SOLE 253,846 0 0
THE CAMPBELLS COMPANY COM 134429109 6,412,633 322,000 SH SOLE 322,000 0 0
V F CORP COM 918204108 9,792,703 688,657 SH SOLE 688,657 0 0
VESTIS CORPORATION COM SHS 29430C102 5,970,053 442,390 SH SOLE 442,390 0 0
VIATRIS INC COM 92556V106 18,015,054 996,132 SH SOLE 996,132 0 0
WHIRLPOOL CORP COM 963320106 4,379,234 140,902 SH SOLE 140,902 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 13,794,950 154,375 SH SOLE 154,375 0 0