The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| American Express Co. | COM | 025816109 | 85,331 | 603,300 | SH | SOLE | 603,300 | 0 | 0 | ||
| Anthem, Inc. | COM | 036752103 | 207,006 | 576,700 | SH | SOLE | 576,700 | 0 | 0 | ||
| Bank of America Corporation | COM | 060505104 | 128,493 | 3,321,100 | SH | SOLE | 3,321,100 | 0 | 0 | ||
| Cigna Corporation | COM | 125523100 | 103,247 | 427,100 | SH | SOLE | 427,100 | 0 | 0 | ||
| CVS Health Corporation | COM | 126650100 | 58,002 | 771,000 | SH | SOLE | 771,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 98,505 | 346,800 | SH | SOLE | 346,800 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 228,397 | 1,389,700 | SH | SOLE | 1,389,700 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 103,547 | 680,200 | SH | SOLE | 680,200 | 0 | 0 | ||
| L3Harris Technologies, Inc. | COM | 502431109 | 69,114 | 341,000 | SH | SOLE | 341,000 | 0 | 0 | ||
| Lockheed Martin Corp. | COM | 539830109 | 109,631 | 296,700 | SH | SOLE | 296,700 | 0 | 0 | ||
| McDonald's Corp. | COM | 580135101 | 130,449 | 582,000 | SH | SOLE | 582,000 | 0 | 0 | ||
| Microsoft Corp. | COM | 594918104 | 186,753 | 792,100 | SH | SOLE | 792,100 | 0 | 0 | ||
| Morgan Stanley | COM | 617446448 | 179,169 | 2,307,100 | SH | SOLE | 2,307,100 | 0 | 0 | ||
| Northrop Grumman Corp. | COM | 666807102 | 117,740 | 363,800 | SH | SOLE | 363,800 | 0 | 0 | ||
| PepsiCo, Inc. | COM | 713448108 | 101,236 | 715,700 | SH | SOLE | 715,700 | 0 | 0 | ||
| Raytheon Technologies Corp. | COM | 75513E101 | 80,979 | 1,048,000 | SH | SOLE | 1,048,000 | 0 | 0 | ||
| Target Corp. | COM | 87612E106 | 193,732 | 978,100 | SH | SOLE | 978,100 | 0 | 0 | ||
| The Coca-Cola Co. | COM | 191216100 | 68,908 | 1,307,300 | SH | SOLE | 1,307,300 | 0 | 0 | ||
| The Goldman Sachs Group, Inc. | COM | 38141G104 | 109,054 | 333,500 | SH | SOLE | 333,500 | 0 | 0 | ||
| The Home Depot, Inc. | COM | 437076102 | 113,370 | 371,400 | SH | SOLE | 371,400 | 0 | 0 | ||
| The TJX Companies, Inc. | COM | 872540109 | 85,810 | 1,297,200 | SH | SOLE | 1,297,200 | 0 | 0 | ||
| UnitedHealth Group Inc. | COM | 91324P102 | 209,215 | 562,300 | SH | SOLE | 562,300 | 0 | 0 | ||
| Zimmer Biomet Holdings, Inc. | COM | 98956P102 | 122,109 | 762,800 | SH | SOLE | 762,800 | 0 | 0 | ||