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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 13,770 | 96,665 | SH | SOLE | 96,665 | 0 | 0 | ||
| ALEXANDER & BALDWIN INC NEW | COM | 014491104 | 11,507 | 943,949 | SH | SOLE | 943,949 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 10,570 | 7,454 | SH | SOLE | 7,454 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 18,536 | 594,483 | SH | SOLE | 594,483 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 9,960 | 190,836 | SH | SOLE | 190,836 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 15,851 | 125,186 | SH | SOLE | 125,186 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 14,993 | 559,666 | SH | SOLE | 559,666 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 14,213 | 90,440 | SH | SOLE | 90,440 | 0 | 0 | ||
| DOW INC | COM | 260557103 | 12,486 | 306,321 | SH | SOLE | 306,321 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 9,048 | 170,291 | SH | SOLE | 170,291 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 14,740 | 582,610 | SH | SOLE | 582,610 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 15,414 | 128,085 | SH | SOLE | 128,085 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 11,112 | 201,050 | SH | SOLE | 201,050 | 0 | 0 | ||
| ORTHOFIX MED INC | COM | 68752M108 | 10,391 | 324,704 | SH | SOLE | 324,704 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 12,554 | 383,913 | SH | SOLE | 383,913 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 14,167 | 259,192 | SH | SOLE | 259,192 | 0 | 0 | ||
| TERADATA CORP DEL | COM | 88076W103 | 8,785 | 422,366 | SH | SOLE | 422,366 | 0 | 0 | ||