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 | 8,366,068 | 34,532 | SH | SOLE | 34,532 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,335,526 | 35,351 | SH | SOLE | 35,351 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 4,996,839 | 74,181 | SH | SOLE | 74,181 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 7,711,674 | 88,528 | SH | SOLE | 88,528 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 5,951,083 | 22,966 | SH | SOLE | 22,966 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 3,288,228 | 75,853 | SH | SOLE | 75,853 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 5,086,263 | 88,196 | SH | SOLE | 88,196 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 10,947,812 | 26,654 | SH | SOLE | 26,654 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 8,071,287 | 60,618 | SH | SOLE | 60,618 | 0 | 0 | ||
| DOW INC | COM | 260557103 | 4,683,381 | 80,846 | SH | SOLE | 80,846 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 6,074,587 | 114,399 | SH | SOLE | 114,399 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 6,001,808 | 30,122 | SH | SOLE | 30,122 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 6,625,589 | 40,593 | SH | SOLE | 40,593 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 5,604,336 | 32,170 | SH | SOLE | 32,170 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 7,195,030 | 48,409 | SH | SOLE | 48,409 | 0 | 0 | ||