The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
| ||||||||||||||||||||
| 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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 3,816,818 | 14,791 | SH | SOLE | 0 | 0 | 14,791 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,352,464 | 7,425 | SH | SOLE | 0 | 0 | 7,425 | ||
| BALL CORP | COM | 058498106 | 1,758,832 | 29,304 | SH | SOLE | 0 | 0 | 29,304 | ||
| CARMAX INC | COM | 143130102 | 1,494,156 | 20,373 | SH | SOLE | 0 | 0 | 20,373 | ||
| CHUBB LIMITED | COM | H1467J104 | 2,368,578 | 9,286 | SH | SOLE | 0 | 0 | 9,286 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 673,787 | 17,206 | SH | SOLE | 0 | 0 | 17,206 | ||
| CORTEVA INC | COM | 22052L104 | 1,306,858 | 24,228 | SH | SOLE | 0 | 0 | 24,228 | ||
| DEERE & CO | COM | 244199105 | 4,007,135 | 10,725 | SH | SOLE | 0 | 0 | 10,725 | ||
| DOLLAR TREE INC | COM | 256746108 | 2,737,903 | 25,643 | SH | SOLE | 0 | 0 | 25,643 | ||
| DOW INC | COM | 260557103 | 1,658,264 | 31,259 | SH | SOLE | 0 | 0 | 31,259 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 1,226,802 | 24,824 | SH | SOLE | 0 | 0 | 24,824 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 2,059,360 | 12,871 | SH | SOLE | 0 | 0 | 12,871 | ||
| TEXAS INSTRS INC | COM | 882508104 | 2,677,511 | 13,764 | SH | SOLE | 0 | 0 | 13,764 | ||
| T-MOBILE US INC | COM | 872590104 | 1,810,426 | 10,276 | SH | SOLE | 0 | 0 | 10,276 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 2,836,216 | 20,725 | SH | SOLE | 0 | 0 | 20,725 | ||