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 | 12,873 | 62,199 | SH | SOLE | 12,873 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 21,344 | 85,406 | SH | SOLE | 21,344 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 12,004 | 4,316 | SH | SOLE | 12,004 | 0 | 0 | ||
| AMERCO | COM | 023586100 | 10,998 | 18,424 | SH | SOLE | 10,998 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 11,631 | 185,295 | SH | SOLE | 11,631 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 15,611 | 72,985 | SH | SOLE | 15,611 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 15,173 | 324,067 | SH | SOLE | 15,173 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 13,541 | 235,576 | SH | SOLE | 13,541 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 18,319 | 44,094 | SH | SOLE | 18,319 | 0 | 0 | ||
| DOW INC | COM | 260557103 | 14,547 | 228,291 | SH | SOLE | 14,547 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 11,017 | 45,679 | SH | SOLE | 11,017 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 15,402 | 76,706 | SH | SOLE | 15,402 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 13,324 | 59,923 | SH | SOLE | 13,324 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 11,601 | 142,084 | SH | SOLE | 11,601 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 18,991 | 147,963 | SH | SOLE | 18,991 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 9,684 | 45,154 | SH | SOLE | 9,684 | 0 | 0 | ||