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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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
AIR PRODS & CHEMS INC COM 009158106   22,898,169 74,282 SH   SOLE   74,282 0 0
ALPHABET INC CAP STK CL A 02079K305   18,762,815 212,658 SH   SOLE   212,658 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   10,412,845 164,656 SH   SOLE   164,656 0 0
CARMAX INC COM 143130102   16,537,968 271,604 SH   SOLE   271,604 0 0
CHUBB LIMITED COM H1467J104   16,087,034 72,924 SH   SOLE   72,924 0 0
COMCAST CORP NEW CL A 20030N101   10,436,412 298,439 SH   SOLE   298,439 0 0
CORTEVA INC COM 22052L104   12,656,274 215,316 SH   SOLE   215,316 0 0
DEERE & CO COM 244199105   19,093,540 44,532 SH   SOLE   44,532 0 0
DOW INC COM 260557103   11,431,828 226,867 SH   SOLE   226,867 0 0
GENERAL DYNAMICS CORP COM 369550108   10,657,317 42,954 SH   SOLE   42,954 0 0
HUNT J B TRANS SVCS INC COM 445658107   16,144,690 92,594 SH   SOLE   92,594 0 0
SYSCO CORP COM 871829107   11,825,133 154,678 SH   SOLE   154,678 0 0
T-MOBILE US INC COM 872590104   20,153,140 143,951 SH   SOLE   143,951 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   11,711,675 213,017 SH   SOLE   213,017 0 0
U HAUL HOLDING COMPANY COM 023586100   1,890,026 31,401 SH   SOLE   31,401 0 0
UNITED PARCEL SERVICE INC CL B 911312106   17,799,304 102,389 SH   SOLE   102,389 0 0
VAIL RESORTS INC COM 91879Q109   5,266,105 22,094 SH   SOLE   22,094 0 0