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 |
AIR PRODUCTS INC | COM | 009158106 | 21,799 | 93,668 | SH | SOLE | 21,799 | 0 | 0 | ||
ALPHABET INC. CMN CLASS A | COM | 02079k305 | 15,736 | 164,516 | SH | SOLE | 15,736 | 0 | 0 | ||
AMERCO | COM | 023586100 | 15,719 | 30,869 | SH | SOLE | 15,719 | 0 | 0 | ||
AMERICAN INTL GROUP, INC. | COM | 026874784 | 9,286 | 195,584 | SH | SOLE | 9,286 | 0 | 0 | ||
CHUBB LIMITED | COM | H1467J104 | 13,785 | 75,794 | SH | SOLE | 13,785 | 0 | 0 | ||
COMCAST CORPORATION CMN CLASS | COM | 20030N101 | 8,433 | 287,506 | SH | SOLE | 8,433 | 0 | 0 | ||
CORTEVA, INC. | COM | 22052L104 | 12,676 | 221,803 | SH | SOLE | 12,676 | 0 | 0 | ||
Carmax Inc | COM | 143130102 | 8,726 | 132,170 | SH | SOLE | 8,726 | 0 | 0 | ||
DEERE & COMPANY | COM | 244199105 | 20,007 | 59,922 | SH | SOLE | 20,007 | 0 | 0 | ||
DOW INC | COM | 260557103 | 9,610 | 218,751 | SH | SOLE | 9,610 | 0 | 0 | ||
GENERAL DYNAMICS CORP. | COM | 369550108 | 10,163 | 47,898 | SH | SOLE | 10,163 | 0 | 0 | ||
J B HUNT TRANS SVCS INC | COM | 445658107 | 13,954 | 89,211 | SH | SOLE | 13,954 | 0 | 0 | ||
SYSCO CORP COM | COM | 871829107 | 10,475 | 148,140 | SH | SOLE | 10,475 | 0 | 0 | ||
T-MOBILE US, INC. | COM | 872590104 | 18,488 | 137,797 | SH | SOLE | 18,488 | 0 | 0 | ||
UNITED PARCEL SERVICE, INC. CL | COM | 911312106 | 15,931 | 98,622 | SH | SOLE | 15,931 | 0 | 0 | ||
Vail Resorts Inc | COM | 91879Q109 | 4,591 | 21,290 | SH | SOLE | 4,591 | 0 | 0 |