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 | 19,063,599 | 69,626 | SH | SOLE | 19,063,599 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 14,076,841 | 100,772 | SH | SOLE | 14,076,841 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 11,077,547 | 192,586 | SH | SOLE | 11,077,547 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 19,106,035 | 248,971 | SH | SOLE | 19,106,035 | 0 | 0 | ||
CHUBB LIMITED | COM | H1467J104 | 13,386,012 | 59,230 | SH | SOLE | 13,386,012 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 9,317,292 | 212,481 | SH | SOLE | 9,317,292 | 0 | 0 | ||
CORTEVA INC | COM | 22052L104 | 11,822,488 | 246,713 | SH | SOLE | 11,822,488 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 24,220,126 | 60,570 | SH | SOLE | 24,220,126 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 22,252,417 | 156,652 | SH | SOLE | 22,252,417 | 0 | 0 | ||
DOW INC | COM | 260557103 | 11,673,992 | 212,874 | SH | SOLE | 11,673,992 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 16,556,525 | 324,510 | SH | SOLE | 16,556,525 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 15,381,995 | 77,010 | SH | SOLE | 15,381,995 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 18,539,118 | 115,631 | SH | SOLE | 18,539,118 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 13,990,901 | 82,077 | SH | SOLE | 13,990,901 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 19,431,672 | 123,588 | SH | SOLE | 19,431,672 | 0 | 0 |