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 | 19,084,156 | 67,340 | SH | SOLE | 19,084,156 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 15,534,521 | 118,711 | SH | SOLE | 15,534,521 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 9,263,062 | 186,080 | SH | SOLE | 9,263,062 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 17,943,494 | 253,690 | SH | SOLE | 17,943,494 | 0 | 0 | ||
CHUBB LIMITED | COM | H1467J104 | 11,909,145 | 57,206 | SH | SOLE | 11,909,145 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 12,018,933 | 271,063 | SH | SOLE | 12,018,933 | 0 | 0 | ||
CORTEVA INC | COM | 22052L104 | 12,196,904 | 238,407 | SH | SOLE | 12,196,904 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 19,793,204 | 52,449 | SH | SOLE | 19,793,204 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 16,098,540 | 151,231 | SH | SOLE | 16,098,540 | 0 | 0 | ||
DOW INC | COM | 260557103 | 10,608,814 | 205,757 | SH | SOLE | 10,608,814 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 14,816,354 | 358,749 | SH | SOLE | 14,816,354 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 15,877,359 | 84,221 | SH | SOLE | 15,877,359 | 0 | 0 | ||
SYSCO CORP | COM | 871829107 | 9,284,582 | 140,569 | SH | SOLE | 9,284,582 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 18,269,102 | 130,447 | SH | SOLE | 18,269,102 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 18,609,562 | 119,392 | SH | SOLE | 18,609,562 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 4,431,143 | 19,970 | SH | SOLE | 4,431,143 | 0 | 0 |