The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ABBVIE INC COM 00287Y109 1,245 11,620 SH   SOLE   0 0 11,620
ACCENTURE PLC SHS CLASS A G1151C101 3,487 13,350 SH   SOLE   0 0 13,350
AGILENT TECHN INC COM 00846U101 5,370 45,325 SH   SOLE   0 0 45,325
ALLISON TRANSMISSION COM 01973R101 521 12,100 SH   SOLE   0 0 12,100
AMERN INTL GROUP INC COM 026874784 1,010 26,685 SH   SOLE   0 0 26,685
AMGEN INC COM 031162100 2,970 12,920 SH   SOLE   0 0 12,920
AON PLC COM G0403H108 5,224 24,727 SH   SOLE   0 0 24,727
APPLE INC COM 037833100 10,681 80,502 SH   SOLE   0 0 80,502
ARMSTRONG WORLD INDS COM 04247X102 1,876 25,230 SH   SOLE   0 0 25,230
BALL CORP COM 058498106 6,254 67,124 SH   SOLE   0 0 67,124
BANK OF AMERICA CORP COM 060505104 1,846 60,909 SH   SOLE   0 0 60,909
CARRIER GLOBAL CORP COM 14448C104 275 7,310 SH   SOLE   0 0 7,310
CHEVRON CORP COM 166764100 851 10,082 SH   SOLE   0 0 10,082
COMERICA INC COM 200340107 2,094 37,500 SH   SOLE   0 0 37,500
CONSTELLATION BRANDS CL A 21036P108 3,176 14,500 SH   SOLE   0 0 14,500
CORTEVA INC COM 22052L104 3,233 83,509 SH   SOLE   0 0 83,509
CVS HEALTH CORP COM 126650100 2,609 38,200 SH   SOLE   0 0 38,200
DEERE & CO COM 244199105 4,990 18,550 SH   SOLE   0 0 18,550
DIAGEO P L C SPON ADR NEW 25243Q205 3,598 22,659 SH   SOLE   0 0 22,659
DOW INC COM 260557103 2,783 50,158 SH   SOLE   0 0 50,158
DUPONT DE NEMOURS COM 26614N102 309 4,359 SH   SOLE   0 0 4,359
EASTMAN CHEM CO COM 277432100 2,343 23,366 SH   SOLE   0 0 23,366
EATON CORPORATION COM G29183103 2,042 17,000 SH   SOLE   0 0 17,000
EBAY INC COM 278642103 3,742 74,483 SH   SOLE   0 0 74,483
FEDEX CORP COM 31428X106 1,947 7,500 SH   SOLE   0 0 7,500
GALLAGHER ARTHR J&CO COM 363576109 5,411 43,741 SH   SOLE   0 0 43,741
GRAPHIC PACKGNG HLD COM 388689101 2,374 140,191 SH   SOLE   0 0 140,191
INTERNATIONAL PAPER COM 460146103 2,236 44,978 SH   SOLE   0 0 44,978
JPMORGAN CHASE & CO COM 46625H100 4,746 37,356 SH   SOLE   0 0 37,356
LAZARD LTD SHS A G54050102 2,302 54,441 SH   SOLE   0 0 54,441
LOWES CO COM 548661107 5,175 32,247 SH   SOLE   0 0 32,247
LYONDELLBASELL INDUS SHS-A- N53745100 3,450 37,640 SH   SOLE   0 0 37,640
MGM RESORTS INTL COM 552953101 3,204 101,700 SH   SOLE   0 0 101,700
MICROSOFT CORP COM 594918104 7,880 35,432 SH   SOLE   0 0 35,432
MORGAN STANLEY COM 617446448 3,225 47,069 SH   SOLE   0 0 47,069
OTIS WORLDWIDE CORP COM 68902V107 1,215 18,000 SH   SOLE   0 0 18,000
PACKAGING CORP AMER COM 695156109 2,082 15,100 SH   SOLE   0 0 15,100
PAYPAL HLDGS INC COM 70450Y103 7,292 31,137 SH   SOLE   0 0 31,137
PEOPLES UNITED FINL COM 712704105 376 29,094 SH   SOLE   0 0 29,094
PFIZER INC COM 717081103 2,210 60,053 SH   SOLE   0 0 60,053
RAYTHEON TECHNOLOGIE COM 75513E101 3,582 50,100 SH   SOLE   0 0 50,100
SEALED AIR CORP COM 81211K100 1,690 36,911 SH   SOLE   0 0 36,911
TEXTRON INC COM 883203101 430 8,900 SH   SOLE   0 0 8,900
T-MOBILE US INC COM 872590104 3,959 29,361 SH   SOLE   0 0 29,361
TRAVELERS CO(THE) COM 89417E109 2,672 19,040 SH   SOLE   0 0 19,040
US BANCORP DEL COM 902973304 2,198 47,185 SH   SOLE   0 0 47,185
WALMART INC COM 931142103 2,105 14,604 SH   SOLE   0 0 14,604
WYNDHAM HOTELS & RES COM 98311A105 3,884 65,359 SH   SOLE   0 0 65,359