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
ALPHABET INC CAP STK CL C 02079K107 12,782 5,100 SH   SOLE 5,100 0 0
ARCH CAP GROUP LTD ORD G0450A105 10,284 264,106 SH   SOLE 264,106 0 0
ARCHROCK INC COM 03957W106 1,158 129,978 SH   SOLE 129,978 0 0
BARRICK GOLD CORP COM 067901108 3,250 157,156 SH   SOLE 157,156 0 0
BEACON ROOFING SUPPLY INC COM 073685109 14,099 264,775 SH   SOLE 264,775 0 0
CAMECO CORP COM 13321L108 6,656 347,032 SH   SOLE 347,032 0 0
CBRE GROUP INC CL A 12504L109 9,576 111,700 SH   SOLE 111,700 0 0
CEVA INC COM 157210105 5,496 116,188 SH   SOLE 116,188 0 0
CF INDS HLDGS INC COM 125269100 5,594 108,724 SH   SOLE 108,724 0 0
COHERENT INC COM 192479103 2,865 10,837 SH   SOLE 10,837 0 0
COLFAX CORP COM 194014106 8,103 176,885 SH   SOLE 176,885 0 0
COPART INC COM 217204106 12,194 92,497 SH   SOLE 92,497 0 0
EXTERRAN CORP COM 30227H106 1,351 283,852 SH   SOLE 283,852 0 0
FACEBOOK INC CL A 30303M102 8,241 23,700 SH   SOLE 23,700 0 0
FISERV INC COM 337738108 9,736 91,083 SH   SOLE 91,083 0 0
FOX CORP CL B COM 35137L204 6,311 179,276 SH   SOLE 179,276 0 0
HOLLYFRONTIER CORP COM 436106108 6,433 195,528 SH   SOLE 195,528 0 0
KINDER MORGAN INC DEL COM 49456B101 2,853 156,500 SH   SOLE 156,500 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 5,938 281,440 SH   SOLE 281,440 0 0
NASDAQ INC COM 631103108 3,694 21,013 SH   SOLE 21,013 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 4,600 81,193 SH   SOLE 81,193 0 0
NUTRIEN LTD COM 67077M108 7,225 119,197 SH   SOLE 119,197 0 0
ONEOK INC NEW COM 682680103 7,198 129,374 SH   SOLE 129,374 0 0
PAYPAL HLDGS INC COM 70450Y103 8,161 28,000 SH   SOLE 28,000 0 0
QORVO INC COM 74736K101 10,716 54,771 SH   SOLE 54,771 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 3,123 94,023 SH   SOLE 94,023 0 0
SYNOPSYS INC COM 871607107 8,743 31,700 SH   SOLE 31,700 0 0
TEMPUR SEALY INTL INC COM 88023U101 17,988 458,993 SH   SOLE 458,993 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1,538 32,900 SH   SOLE 32,900 0 0
WILLIAMS COS INC COM 969457100 12,715 478,909 SH   SOLE 478,909 0 0