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 |
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| 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 | 22,921 | 111,734 | SH | SOLE | 22,921 | 0 | 0 | ||
| ALEXANDER & BALDWIN INC NEW | COM | 014491104 | 13,503 | 737,088 | SH | SOLE | 13,503 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 17,696 | 7,247 | SH | SOLE | 17,696 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 27,046 | 568,185 | SH | SOLE | 27,046 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 19,888 | 125,126 | SH | SOLE | 19,888 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 22,062 | 386,918 | SH | SOLE | 22,062 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 23,097 | 520,795 | SH | SOLE | 23,097 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 23,834 | 67,575 | SH | SOLE | 23,834 | 0 | 0 | ||
| DOW INC | COM | 260557103 | 13,542 | 213,997 | SH | SOLE | 13,542 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 16,672 | 88,558 | SH | SOLE | 16,672 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 13,997 | 236,557 | SH | SOLE | 13,997 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 20,868 | 128,063 | SH | SOLE | 20,868 | 0 | 0 | ||
| ORTHOFIX MED INC | COM | 68752M108 | 12,354 | 308,008 | SH | SOLE | 12,354 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 14,376 | 184,902 | SH | SOLE | 14,376 | 0 | 0 | ||