AFFILIATED MANAGERS GROUP IN COM 008252108 62463902 184586 SH SOLE 184586 0 0 DOLLAR GEN CORP NEW COM 256677105 31545550 274047 SH SOLE 274047 0 0 CARMAX INC COM 143130102 21498674 406479 SH SOLE 406479 0 0 CIGNA CORP NEW COM 125523100 20354281 73833 SH SOLE 73833 0 0 GENPACT LIMITED SHS G3922B107 10395138 378005 SH SOLE 378005 0 0 COMCAST CORP NEW CL A 20030N101 19247838 784026 SH SOLE 784026 0 0 CVS HEALTH CORP COM 126650100 35738975 345471 SH SOLE 345471 0 0 EXXON MOBIL CORP COM 30231G102 3950114 28892 SH SOLE 28892 0 0 FEDEX CORP COM 31428X106 6750770 21559 SH SOLE 21559 0 0 HCA HEALTHCARE INC COM 40412C101 14548355 37314 SH SOLE 37314 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 9844602 186982 SH SOLE 186982 0 0 MEDTRONIC PLC SHS G5960L103 11170305 142788 SH SOLE 142788 0 0 ROBERT HALF INC. COM 770323103 9334888 304068 SH SOLE 304068 0 0 NOV INC COM 62955J103 4667941 251641 SH SOLE 251641 0 0 SOUTHWEST AIRLS CO COM 844741108 31861220 619627 SH SOLE 619627 0 0 STANLEY BLACK & DECKER INC COM 854502101 11468240 121847 SH SOLE 121847 0 0 GILEAD SCIENCES INC COM 375558103 11986002 94871 SH SOLE 94871 0 0 SOLVENTUM CORP COM SHS 83444M101 7514641 97403 SH SOLE 97403 0 0 VALE S A SPONSORED ADS 91912E105 13681467 909672 SH SOLE 909672 0 0 AMBEV SA SPONSORED ADR 02319V103 23763162 7567886 SH SOLE 7567886 0 0 UNITED PARCEL SERVICE INC CL B 911312106 4874158 45341 SH SOLE 45341 0 0 TENARIS S A COM 88031M109 9642275 173766 SH SOLE 173766 0 0 LKQ CORP COM 501889208 13441992 510520 SH SOLE 510520 0 0 PVH CORPORATION COM 693656100 3668593 49402 SH SOLE 49402 0 0 VERSANT MEDIA GROUP INC COM 925283103 5262177 146131 SH SOLE 146131 0 0 BOOKING HOLDINGS COM 09857L108 3502951 19653 SH SOLE 19653 0 0 FEDEX FREIGHT COM 314352105 1727289 11439 SH SOLE 11439 0 0 NIKE, INC. COM 654106103 4563570 111171 SH SOLE 111171 0 0 RESTAURANT BRANDS INTERNATIONAL COM 76131D103 3654069 50394 SH SOLE 50394 0 0