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
APPLE INC COM 037833100 2,901 21,220 SH   SOLE   0 0 21,220
ADVANCE MICRO DEVICES COM 007903BD8 1,371 17,930 SH   SOLE   0 0 17,930
AMAZON COM INC COM 023135106 1,542 14,523 SH   SOLE   0 0 14,523
AUTONATION INC COM 05329W102 1,436 12,850 SH   SOLE   0 0 12,850
ARROW ELECTRONICS INC COM 042735100 1,334 11,900 SH   SOLE   0 0 11,900
AMERICAN EXPRESS CO COM 025816109 1,396 10,070 SH   SOLE   0 0 10,070
BANK OF AMERICA CORP COM 060505104 2,880 92,515 SH   SOLE   0 0 92,515
BEST BUY CO INC COM 086516101 1,304 20,000 SH   SOLE   0 0 20,000
CARDINAL HEALTH INC COM 14149Y108 1,401 26,800 SH   SOLE   0 0 26,800
CARRIER GLOBAL CORP COM 14448C104 1,134 31,795 SH   SOLE   0 0 31,795
CATERPILLAR INC COM 149123101 1,309 7,320 SH   SOLE   0 0 7,320
CHARTER COMMUNICATIONS INC-A CL A 16119P108 1,485 3,170 SH   SOLE   0 0 3,170
CIGNA CORP NEW COM 125523100 1,542 5,850 SH   SOLE   0 0 5,850
CUMMINS INC COM 231021106 1,435 7,415 SH   SOLE   0 0 7,415
CISCO SYTEMS INC COM 17275R102 3,021 70,840 SH   SOLE   0 0 70,840
COTERRA ENERGY INC COM 127097103 1,224 47,450 SH   SOLE   0 0 47,450
CVS HEALTH CORP COM 126650100 3,023 32,625 SH   SOLE   0 0 32,625
CHEVRON CORP COM 166764100 1,519 10,495 SH   SOLE   0 0 10,495
DEERE & CO COM 244199105 2,900 9,685 SH   SOLE   0 0 9,685
DOW INC COM 260557103 1,482 28,720 SH   SOLE   0 0 28,720
DAVITA INC COM 23918K108 1,485 18,575 SH   SOLE   0 0 18,575
FISERV INC COM 337738108 1,386 15,575 SH   SOLE   0 0 15,575
FIFTH THIRD BANCORP COM 316773100 1,405 41,830 SH   SOLE   0 0 41,830
FOX CORP CL A COM 35137L105 1,492 46,400 SH   SOLE   0 0 46,400
ALPHABET INC CAP STK CL C 02079K107 3,058 1,398 SH   SOLE   0 0 1,398
HALLIBURTON CO COM 406216101 1,306 41,650 SH   SOLE   0 0 41,650
HCA HEALTHCARE INC COM 40412C101 2,636 15,685 SH   SOLE   0 0 15,685
HUNTINGTON INGALLS INDUSTRIES INC CIN 446413106 1,597 7,330 SH   SOLE   0 0 7,330
HP INC COM 40434L105 2,760 84,200 SH   SOLE   0 0 84,200
H&R BLOCK INC COM 093671105 1,673 47,365 SH   SOLE   0 0 47,365
INTL BUSINESS MACHINES CORP COM 459200101 3,244 22,975 SH   SOLE   0 0 22,975
INTERPUBLIC GROUP OF COS INC COM 460690100 1,324 48,075 SH   SOLE   0 0 48,075
IQVIA HOLDINGS INC COM 46266C105 1,606 7,400 SH   SOLE   0 0 7,400
IRIDIUM COMMUNICATIONS INC COM 46269C102 1,723 45,860 SH   SOLE   0 0 45,860
KLA CORP COM NEW 482480100 1,563 4,900 SH   SOLE   0 0 4,900
LOCKHEED MARTIN CORP COM 539830109 2,934 6,825 SH   SOLE   0 0 6,825
LOWE'S COS INC COM 548661107 2,812 16,100 SH   SOLE   0 0 16,100
MATTEL INC COM 577081102 1,510 67,635 SH   SOLE   0 0 67,635
METLIFE INC COM 59156R108 2,697 42,950 SH   SOLE   0 0 42,950
META PLATFORMS INC-CLASS A CL A 30303M102 1,545 9,580 SH   SOLE   0 0 9,580
MERCK & CO INC COM 58933Y105 1,454 15,945 SH   SOLE   0 0 15,945
MORGAN STANLEY COM NEW 617446448 1,511 19,870 SH   SOLE   0 0 19,870
MICROSOFT CORP COM 594918104 3,076 11,975 SH   SOLE   0 0 11,975
MICRON TECHNOLOGY INC COM 595112103 1,426 25,800 SH   SOLE   0 0 25,800
NRG ENERGY INC COM NEW 629377508 1,450 38,000 SH   SOLE   0 0 38,000
NUCOR CORP COM 670346105 1,227 11,745 SH   SOLE   0 0 11,745
NVIDIA CORPORATION COM 67066G104 1,442 9,510 SH   SOLE   0 0 9,510
NXP SEMICONDUCTORS NV COM N6596X109 1,443 9,745 SH   SOLE   0 0 9,745
ORACLE CORP CIN 68389X105 1,569 22,460 SH   SOLE   0 0 22,460
PROGRESSIVE CORP OHIO COM 743315103 4,089 35,170 SH   SOLE   0 0 35,170
PHILLIPS 66 COM 718546104 1,295 15,800 SH   SOLE   0 0 15,800
QUANTA SERVICES INC COM 74762E102 2,978 23,760 SH   SOLE   0 0 23,760
PIONEER NATURAL RESOURCES CO COM 723787107 1,316 5,900 SH   SOLE   0 0 5,900
QUALCOMM INC COM 747525103 1,512 11,835 SH   SOLE   0 0 11,835
SIMON PROPERTY GRP INC NEW COM 828806109 1,477 15,565 SH   SOLE   0 0 15,565
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,397 19,550 SH   SOLE   0 0 19,550
AT&T INC COM 00206R102 1,530 73,000 SH   SOLE   0 0 73,000
TOLL BROTHERS INC COM 889478103 1,492 33,445 SH   SOLE   0 0 33,445
TAPESTRY INC COM 876030107 1,543 50,550 SH   SOLE   0 0 50,550
UNITEDHEALTH GROUP INC COM 91324P102 5,968 11,620 SH   SOLE   0 0 11,620
UNITED RENTAL INC COM 911363109 1,287 5,300 SH   SOLE   0 0 5,300
VISA INC-CLASS A SHARES COM CL A 92826C839 1,482 7,525 SH   SOLE   0 0 7,525
VERIZON COMMUNICATIONS INC COM 92343V104 5,198 102,415 SH   SOLE   0 0 102,415
WELLS FARGO CO NEW COM 949746101 1,515 38,675 SH   SOLE   0 0 38,675
WHIRLPOOL CORP COM 963320106 1,574 10,165 SH   SOLE   0 0 10,165
WESTROCK CO COM 96145D105 1,411 35,425 SH   SOLE   0 0 35,425
WILLIAMS-SONOMA INC COM 969904101 1,331 12,000 SH   SOLE   0 0 12,000
ZEBRA TECHNOLOGIES CORP-CL A CL A 989207105 1,304 4,435 SH   SOLE   0 0 4,435