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
BIOGEN INC COM 09062X103 3 100 SH Put SOLE 0 0 0 100
COSTCO WHSL CORP NEW COM 22160K105 6,450 17,120 SH   SOLE 0 0 0 17,120
NUCOR CORP COM 670346105 13,214 248,429 SH   SOLE 0 0 0 248,429
PULTE GROUP INC COM 745867101 21,649 502,063 SH   SOLE 0 0 0 502,063
GENERAL DYNAMICS CORP COM 369550108 2 200 SH Put SOLE 0 0 0 200
SYNCHRONY FINANCIAL COM 87165B103 18,579 535,258 SH   SOLE 0 0 0 535,258
TYSON FOODS INC CL A 902494103 2 500 SH Put SOLE 0 0 0 500
INTEL CORP COM 458140100 16,695 335,111 SH   SOLE 0 0 0 335,111
JPMORGAN CHASE & CO COM 46625H100 20,352 160,160 SH   SOLE 0 0 0 160,160
ISHARES TR FLTG RATE NT ETF 46429B655 2,509 49,476 SH   SOLE 0 0 0 49,476
LEIDOS HOLDINGS INC COM 525327102 241 2,297 SH   SOLE 0 0 0 2,297
INTEL CORP COM 458140100 2 600 SH Put SOLE 0 0 0 600
MICROSOFT CORP COM 594918104 198 24,000 SH Put SOLE 0 0 0 24,000
TAPESTRY INC COM 876030107 26,119 840,380 SH   SOLE 0 0 0 840,380
KOHLS CORP COM 500255104 15,299 375,977 SH   SOLE 0 0 0 375,977
WELLS FARGO CO NEW COM 949746101 15,131 501,359 SH   SOLE 0 0 0 501,359
MICROSOFT CORP COM 594918104 33,662 151,346 SH   SOLE 0 0 0 151,346
TYSON FOODS INC CL A 902494103 15,410 239,134 SH   SOLE 0 0 0 239,134
ALLSTATE CORP COM 020002101 17,259 157,001 SH   SOLE 0 0 0 157,001
PULTE GROUP INC COM 745867101 3 700 SH Put SOLE 0 0 0 700
MOLSON COORS BEVERAGE CO CL B 60871R209 18,586 411,280 SH   SOLE 0 0 0 411,280
GENERAL DYNAMICS CORP COM 369550108 12,935 86,914 SH   SOLE 0 0 0 86,914
GENERAL MTRS CO COM 37045V100 17,179 412,558 SH   SOLE 0 0 0 412,558
VALERO ENERGY CORP COM 91913Y100 13,649 241,279 SH   SOLE 0 0 0 241,279
MEDICAL PPTYS TRUST INC COM 58463J304 10,922 501,218 SH   SOLE 0 0 0 501,218
MOHAWK INDS INC COM 608190104 8,833 62,665 SH   SOLE 0 0 0 62,665
BIOGEN INC COM 09062X103 5,593 22,842 SH   SOLE 0 0 0 22,842
KRAFT HEINZ CO COM 500754106 16,839 485,827 SH   SOLE 0 0 0 485,827
SCIENCE APPLICATIONS INTL CO COM 808625107 204 2,159 SH   SOLE 0 0 0 2,159