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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   93,119,572 584,298 SH   SOLE   584,298 0 0
ALPHABET INC CAP STK CL C 02079K107   2,768,288,848 26,618,162 SH   SOLE   15,545,090 0 11,073,072
APPLE INC COM 037833100   2,762,138,816 16,750,387 SH   SOLE   9,785,545 0 6,964,842
APPLIED MATLS INC COM 038222105   20,100,147 163,642 SH   SOLE   94,173 0 69,469
APTIV PLC SHS G6095L109   99,399,667 885,994 SH   SOLE   885,994 0 0
BAIDU INC SPON ADR REP A 056752108   72,029,437 477,269 SH   SOLE   257,735 0 219,534
BANK AMERICA CORP COM 060505104   89,963,416 3,145,574 SH   SOLE   3,145,574 0 0
BOOKING HOLDINGS INC COM 09857L108   670,892,628 252,937 SH   SOLE   144,456 0 108,481
CITIGROUP INC COM NEW 172967424   520,744,444 11,105,661 SH   SOLE   6,631,371 0 4,474,290
D R HORTON INC COM 23331A109   550,792,730 5,638,169 SH   SOLE   3,063,515 0 2,574,654
ELEVANCE HEALTH INC COM 036752103   1,847,357,486 4,017,654 SH   SOLE   2,417,871 0 1,599,783
GENERAL DYNAMICS CORP COM 369550108   630,465,726 2,762,656 SH   SOLE   1,738,266 0 1,024,390
GENERAL MTRS CO COM 37045V100   5,497,232 149,870 SH   SOLE   149,870 0 0
HALLIBURTON CO COM 406216101   690,929,672 21,837,221 SH   SOLE   12,264,431 0 9,572,790
HCA HEALTHCARE INC COM 40412C101   2,791,143,506 10,585,344 SH   SOLE   6,390,314 0 4,195,030
ING GROEP N.V. SPONSORED ADR 456837103   2,741,994 231,002 SH   SOLE   231,002 0 0
JOHNSON & JOHNSON COM 478160104   569,507,045 3,674,239 SH   SOLE   2,032,040 0 1,642,199
JPMORGAN CHASE & CO COM 46625H100   973,115,335 7,467,695 SH   SOLE   4,496,157 0 2,971,538
KROGER CO COM 501044101   622,479,868 12,608,464 SH   SOLE   7,803,515 0 4,804,949
LAM RESEARCH CORP COM 512807108   356,847,627 673,145 SH   SOLE   370,717 0 302,428
LAMB WESTON HLDGS INC COM 513272104   3,725,093 35,640 SH   SOLE   35,640 0 0
LEAR CORP COM NEW 521865204   81,653,261 585,370 SH   SOLE   585,370 0 0
LENNAR CORP CL A 526057104   322,391,815 3,067,185 SH   SOLE   1,905,018 0 1,162,167
MEDTRONIC PLC SHS G5960L103   1,053,395,915 13,066,186 SH   SOLE   7,543,397 0 5,522,789
MERITAGE HOMES CORP COM 59001A102   1,158,376 9,921 SH   SOLE   9,921 0 0
META PLATFORMS INC CL A 30303M102   2,907,249,649 13,717,324 SH   SOLE   8,124,496 0 5,592,828
MICRON TECHNOLOGY INC COM 595112103   2,352,087,292 38,980,565 SH   SOLE   22,162,112 0 16,818,453
MICROSOFT CORP COM 594918104   3,516,231,634 12,196,433 SH   SOLE   6,978,600 0 5,217,833
NATWEST GROUP PLC SPONS ADR 639057207   2,137,113 323,805 SH   SOLE   323,805 0 0
NORTHROP GRUMMAN CORP COM 666807102   979,583,767 2,121,597 SH   SOLE   1,251,420 0 870,177
NOVARTIS AG SPONSORED ADR 66987V109   104,008,760 1,130,530 SH   SOLE   1,130,530 0 0
NVIDIA CORPORATION COM 67066G104   12,610,758 45,400 SH   SOLE   45,400 0 0
PEPSICO INC COM 713448108   865,091,524 4,745,428 SH   SOLE   3,015,859 0 1,729,569
PROCTER AND GAMBLE CO COM 742718109   1,004,319,171 6,754,450 SH   SOLE   3,861,300 0 2,893,150
RAYTHEON TECHNOLOGIES CORP COM 75513E101   769,925,660 7,862,000 SH   SOLE   4,843,300 0 3,018,700
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   949,144,864 14,354,883 SH   SOLE   9,470,348 0 4,884,535
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100   3,729,681 138,444 SH   SOLE   132,944 0 5,500
SPDR S&P 500 ETF TR TR UNIT 78462F103   156,389,436 382,006 SH   SOLE   382,006 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209   1,103,704 137,963 SH   SOLE   137,963 0 0
SUNCOR ENERGY INC NEW COM 867224107   1,085,554,140 34,961,486 SH   SOLE   19,865,661 0 15,095,825
SYNCHRONY FINANCIAL COM 87165B103   990,756 34,070 SH   SOLE   34,070 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,872,525,294 41,631,104 SH   SOLE   23,313,229 0 18,317,875
THE CIGNA GROUP COM 125523100   1,752,210,861 6,857,163 SH   SOLE   4,168,122 0 2,689,041
TRUIST FINL CORP COM 89832Q109   77,982,403 2,286,874 SH   SOLE   2,286,874 0 0
UNILEVER PLC SPON ADR NEW 904767704   7,216,712 138,970 SH   SOLE   138,970 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,418,300,213 5,117,121 SH   SOLE   2,966,169 0 2,150,952
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   886,407,373 16,577,658 SH   SOLE   3,976,886 0 12,600,772
WELLS FARGO CO NEW COM 949746101   884,622,558 23,665,665 SH   SOLE   14,188,998 0 9,476,667