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 PRODS & CHEMS INC | COM | 009158106 | 22,898,169 | 74,282 | SH | SOLE | 74,282 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 18,762,815 | 212,658 | SH | SOLE | 212,658 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 10,412,845 | 164,656 | SH | SOLE | 164,656 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 16,537,968 | 271,604 | SH | SOLE | 271,604 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 16,087,034 | 72,924 | SH | SOLE | 72,924 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 10,436,412 | 298,439 | SH | SOLE | 298,439 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 12,656,274 | 215,316 | SH | SOLE | 215,316 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 19,093,540 | 44,532 | SH | SOLE | 44,532 | 0 | 0 | ||
| DOW INC | COM | 260557103 | 11,431,828 | 226,867 | SH | SOLE | 226,867 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 10,657,317 | 42,954 | SH | SOLE | 42,954 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 16,144,690 | 92,594 | SH | SOLE | 92,594 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 11,825,133 | 154,678 | SH | SOLE | 154,678 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 20,153,140 | 143,951 | SH | SOLE | 143,951 | 0 | 0 | ||
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | 11,711,675 | 213,017 | SH | SOLE | 213,017 | 0 | 0 | ||
| U HAUL HOLDING COMPANY | COM | 023586100 | 1,890,026 | 31,401 | SH | SOLE | 31,401 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 17,799,304 | 102,389 | SH | SOLE | 102,389 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 5,266,105 | 22,094 | SH | SOLE | 22,094 | 0 | 0 | ||