3M CO COM 88579Y101 2270 13810 SH SOLE 13810 0 0 ABBOTT LABS COM 002824100 1160 13867 SH SOLE 13867 0 0 ABBVIE INC COM 00287Y109 1140 15050 SH SOLE 15050 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 50114 302989 SH SOLE 302989 0 0 ALLY FINL INC COM 02005N100 51830 1563041 SH SOLE 1563041 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 52852 948863 SH SOLE 948863 0 0 AMERISOURCEBERGEN CORP COM 03073E105 59497 722665 SH SOLE 722665 0 0 ANTERO RES CORP COM 03674X106 5781 1914394 SH SOLE 1914394 0 0 APPLE INC COM 037833100 205 917 SH SOLE 917 0 0 AT&T INC COM 00206R102 55228 1459516 SH SOLE 1459516 0 0 AXA EQUITABLE HLDGS INC COM 054561105 50122 2261838 SH SOLE 2261838 0 0 BAKER HUGHES A GE CO CL A 05722G100 40255 1735108 SH SOLE 1735108 0 0 BANK AMER CORP COM 060505104 47997 1645413 SH SOLE 1645413 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 1228 24221 SH SOLE 24221 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 3795 187060 SH SOLE 187060 0 0 CBS CORP NEW CL B 124857202 26387 653624 SH SOLE 653624 0 0 CENTURYLINK INC COM 156700106 19623 1572331 SH SOLE 1572331 0 0 CHEVRON CORP NEW COM 166764100 300 2528 SH SOLE 2528 0 0 CISCO SYS INC COM 17275R102 3223 65228 SH SOLE 65228 0 0 CONAGRA BRANDS INC COM 205887102 39883 1299969 SH SOLE 1299969 0 0 CVS HEALTH CORP COM 126650100 53380 846361 SH SOLE 846361 0 0 DAVITA INC COM 23918K108 28297 495830 SH SOLE 495830 0 0 DEVON ENERGY CORP NEW COM 25179M103 32546 1352710 SH SOLE 1352710 0 0 DXC TECHNOLOGY CO COM 23355L106 11605 393387 SH SOLE 393387 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 36655 838980 SH SOLE 838980 0 0 EMERSON ELEC CO COM 291011104 1204 18005 SH SOLE 18005 0 0 EQUIFAX INC COM 294429105 5674 40339 SH SOLE 40339 0 0 EXXON MOBIL CORP COM 30231G102 310 4390 SH SOLE 4390 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 365 8561 SH SOLE 8561 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 46751 3081825 SH SOLE 3081825 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 64089 440715 SH SOLE 440715 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 487 3221 SH SOLE 3221 0 0 JOHNSON & JOHNSON COM 478160104 2165 16737 SH SOLE 16737 0 0 KROGER CO COM 501044101 57403 2226644 SH SOLE 2226644 0 0 LILLY ELI & CO COM 532457108 50790 454168 SH SOLE 454168 0 0 LINCOLN NATL CORP IND COM 534187109 55662 922782 SH SOLE 922782 0 0 MERCK & CO INC COM 58933Y105 48198 572558 SH SOLE 572558 0 0 MICROSOFT CORP COM 594918104 520 3738 SH SOLE 3738 0 0 MSC INDL DIRECT INC CL A 553530106 52476 723513 SH SOLE 723513 0 0 NEWELL BRANDS INC COM 651229106 29604 1581428 SH SOLE 1581428 0 0 NOBLE ENERGY INC COM 655044105 45330 2018259 SH SOLE 2018259 0 0 ORACLE CORP COM 68389X105 465 8457 SH SOLE 8457 0 0 PEPSICO INC COM 713448108 803 5860 SH SOLE 5860 0 0 PROCTER & GAMBLE CO COM 742718109 3413 27444 SH SOLE 27444 0 0 QUALCOMM INC COM 747525103 49193 644898 SH SOLE 644898 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 58835 590361 SH SOLE 590361 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 648 2182 SH SOLE 2182 0 0 SVB FINL GROUP COM 78486Q101 4209 20145 SH SOLE 20145 0 0 TAPESTRY INC COM 876030107 30247 1161113 SH SOLE 1161113 0 0 UNITED PARCEL SERVICE INC CL B 911312106 16212 135304 SH SOLE 135304 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 600 6819 SH SOLE 6819 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 298 7396 SH SOLE 7396 0 0