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
ALBEMARLE CORP COM 012653101 18,422 83,300 SH   SOLE   83,300 0 0
ALCOA CORP COM 013872106 8,463 94,000 SH   SOLE   94,000 0 0
APTIV PLC SHS G6095L109 5,231 43,700 SH   SOLE   43,700 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 13,864 153,600 SH   SOLE   153,600 0 0
DARLING INGREDIENTS INC COM 237266101 12,483 155,300 SH   SOLE   155,300 0 0
DEERE & CO COM 244199105 26,895 64,736 SH   SOLE   64,736 0 0
DEXCOM INC COM 252131107 16,218 31,700 SH   SOLE   31,700 0 0
EXXON MOBIL CORP COM 30231G102 38,280 463,500 SH   SOLE   463,500 0 0
FORD MTR CO DEL COM 345370860 5,917 349,900 SH   SOLE   349,900 0 0
GENERAL MTRS CO COM 37045V100 24,604 562,500 SH   SOLE   562,500 0 0
INTEL CORP COM 458140100 16,355 330,000 SH   SOLE   330,000 0 0
PENUMBRA INC COM 70975L107 13,343 60,070 SH   SOLE   60,070 0 0
UNITEDHEALTH GROUP INC COM 91324P102 13,208 25,900 SH   SOLE   25,900 0 0
VISTEON CORP COM NEW 92839U206 8,607 78,871 SH   SOLE   78,871 0 0