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 | 23,184,521 | 77,403 | SH | SOLE | 23,184,521 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 21,836,033 | 182,423 | SH | SOLE | 21,836,033 | 0 | 0 | ||
CHUBB LIMITED | COM | H1467J104 | 12,663,708 | 65,765 | SH | SOLE | 12,663,708 | 0 | 0 | ||
COMCAST CORPORATION CMN CLASS | COM | 20030N101 | 12,957,326 | 311,849 | SH | SOLE | 12,957,326 | 0 | 0 | ||
CORTEVA, INC. | COM | 22052L104 | 12,893,417 | 225,016 | SH | SOLE | 12,893,417 | 0 | 0 | ||
Carmax Inc | COM | 143130102 | 21,012,048 | 251,040 | SH | SOLE | 21,012,048 | 0 | 0 | ||
DEERE & COMPANY | COM | 244199105 | 21,615,266 | 53,346 | SH | SOLE | 21,615,266 | 0 | 0 | ||
DOW INC | COM | 260557103 | 12,564,513 | 235,909 | SH | SOLE | 12,564,513 | 0 | 0 | ||
FIDELITY NATL FINL | COM | 31620R303 | 14,815,008 | 411,528 | SH | SOLE | 14,815,008 | 0 | 0 | ||
J B HUNT TRANS SVCS INC | COM | 445658107 | 17,535,109 | 96,863 | SH | SOLE | 17,535,109 | 0 | 0 | ||
SYSCO CORP COM | COM | 871829107 | 12,035,834 | 162,208 | SH | SOLE | 12,035,834 | 0 | 0 | ||
T-MOBILE US, INC. | COM | 872590104 | 20,843,473 | 150,061 | SH | SOLE | 20,843,473 | 0 | 0 | ||
UNITED PARCEL SERVICE, INC. CL | COM | 911312106 | 21,912,775 | 122,247 | SH | SOLE | 21,912,775 | 0 | 0 | ||
Vail Resorts Inc | COM | 91879Q109 | 5,782,172 | 22,967 | SH | SOLE | 5,782,172 | 0 | 0 |