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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLSTATE CORP COM 020002101   28,580,063 204,172 SH   SOLE 0 0 0 204,172
COSTCO WHSL CORP NEW COM 22160K105   8,376,415 12,690 SH   SOLE 0 0 0 12,690
FEDEX CORP COM 31428X106   22,918,909 90,599 SH   SOLE 0 0 0 90,599
GENERAL MTRS CO COM 37045V100   25,149,888 700,164 SH   SOLE 0 0 0 700,164
INTEL CORP COM 458140100   22,691,578 451,574 SH   SOLE 0 0 0 451,574
JPMORGAN CHASE & CO COM 46625H100   31,417,036 184,697 SH   SOLE 0 0 0 184,697
LEIDOS HOLDINGS INC COM 525327102   237,803 2,197 SH   SOLE 0 0 0 2,197
MEDICAL PPTYS TRUST INC COM 58463J304   8,846,981 1,801,829 SH   SOLE 0 0 0 1,801,829
MICROSOFT CORP COM 594918104   41,874,310 111,356 SH   SOLE 0 0 0 111,356
MOHAWK INDS INC COM 608190104   13,699,364 132,361 SH   SOLE 0 0 0 132,361
MOLSON COORS BEVERAGE CO CL B 60871R209   30,938,166 505,443 SH   SOLE 0 0 0 505,443
PARAMOUNT GLOBAL CLASS B COM 92556H206   13,243,852 895,460 SH   SOLE 0 0 0 895,460
PAYPAL HLDGS INC COM 70450Y103   19,433,931 316,462 SH   SOLE 0 0 0 316,462
PFIZER INC COM 717081103   16,844,424 585,079 SH   SOLE 0 0 0 585,079
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   13,729,222 1,930,974 SH   SOLE 0 0 0 1,930,974
SCHWAB CHARLES CORP COM 808513105   25,416,343 369,424 SH   SOLE 0 0 0 369,424
SCIENCE APPLICATIONS INTL CO COM 808625107   255,975 2,059 SH   SOLE 0 0 0 2,059
TAPESTRY INC COM 876030107   27,218,184 739,424 SH   SOLE 0 0 0 739,424
THE CIGNA GROUP COM 125523100   28,543,735 95,321 SH   SOLE 0 0 0 95,321
TYSON FOODS INC CL A 902494103   18,166,268 337,977 SH   SOLE 0 0 0 337,977
VALERO ENERGY CORP COM 91913Y100   28,807,747 221,598 SH   SOLE 0 0 0 221,598
VICI PPTYS INC COM 925652109   23,806,853 746,765 SH   SOLE 0 0 0 746,765
WARNER BROS DISCOVERY INC COM SER A 934423104   9,956,430 874,906 SH   SOLE 0 0 0 874,906
WELLS FARGO CO NEW COM 949746101   29,867,640 606,819 SH   SOLE 0 0 0 606,819