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 13,593 5,100 SH   SOLE 5,100 0 0
ARCH CAP GROUP LTD ORD G0450A105 10,084 264,106 SH   SOLE 264,106 0 0
ARCHROCK INC COM 03957W106 667 80,893 SH   SOLE 80,893 0 0
BARRICK GOLD CORP COM 067901108 2,837 157,156 SH   SOLE 157,156 0 0
BEACON ROOFING SUPPLY INC COM 073685109 12,646 264,775 SH   SOLE 264,775 0 0
CAMECO CORP COM 13321L108 6,085 280,032 SH   SOLE 280,032 0 0
CBRE GROUP INC CL A 12504L109 8,091 83,100 SH   SOLE 83,100 0 0
CEVA INC COM 157210105 4,958 116,188 SH   SOLE 116,188 0 0
CF INDS HLDGS INC COM 125269100 4,605 82,500 SH   SOLE 82,500 0 0
COHERENT INC COM 192479103 2,710 10,837 SH   SOLE 10,837 0 0
COLFAX CORP COM 194014106 5,703 124,238 SH   SOLE 124,238 0 0
COPART INC COM 217204106 12,831 92,497 SH   SOLE 92,497 0 0
EXTERRAN CORP COM 30227H106 1,260 283,852 SH   SOLE 283,852 0 0
FACEBOOK INC CL A 30303M102 8,044 23,700 SH   SOLE 23,700 0 0
FISERV INC COM 337738108 9,883 91,083 SH   SOLE 91,083 0 0
FOX CORP CL B COM 35137L204 7,768 209,276 SH   SOLE 209,276 0 0
HOLLYFRONTIER CORP COM 436106108 6,478 195,528 SH   SOLE 195,528 0 0
KINDER MORGAN INC DEL COM 49456B101 1,798 107,500 SH   SOLE 107,500 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 6,019 322,210 SH   SOLE 322,210 0 0
NASDAQ INC COM 631103108 4,056 21,013 SH   SOLE 21,013 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 3,286 81,193 SH   SOLE 81,193 0 0
NUTRIEN LTD COM 67077M108 7,728 119,197 SH   SOLE 119,197 0 0
ONEOK INC NEW COM 682680103 7,502 129,374 SH   SOLE 129,374 0 0
PAYPAL HLDGS INC COM 70450Y103 7,286 28,000 SH   SOLE 28,000 0 0
QORVO INC COM 74736K101 9,157 54,771 SH   SOLE 54,771 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 2,979 94,023 SH   SOLE 94,023 0 0
SYNOPSYS INC COM 871607107 9,491 31,700 SH   SOLE 31,700 0 0
TEMPUR SEALY INTL INC COM 88023U101 21,302 458,993 SH   SOLE 458,993 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 2,325 60,647 SH   SOLE 60,647 0 0
WILLIAMS COS INC COM 969457100 14,174 546,409 SH   SOLE 546,409 0 0