The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AFLAC INC | OM | 001055102 | 240,468 | 4,346,067 | SH | DFND | 1 | 2,130,523 | 0 | 2,215,544 | |
| ALPHABET INC | AP STK CL A | 02079K305 | 290,972 | 133,520 | SH | DFND | 1 | 72,697 | 0 | 60,823 | |
| BIOGEN INC | OM | 09062X103 | 51 | 250 | SH | DFND | 1 | 0 | 0 | 250 | |
| CVS HEALTH CORP | OM | 126650100 | 50 | 540 | SH | DFND | 1 | 0 | 0 | 540 | |
| GENERAL MTRS CO | OM | 37045V100 | 29 | 900 | SH | DFND | 1 | 0 | 0 | 900 | |
| GENTEX CORP | OM | 371901109 | 174,675 | 6,245,114 | SH | DFND | 1 | 3,428,907 | 0 | 2,816,207 | |
| GOLDMAN SACHS GROUP INC | OM | 38141G104 | 149 | 500 | SH | DFND | 1 | 0 | 0 | 500 | |
| INTEL CORP | OM | 458140100 | 187,269 | 5,005,823 | SH | DFND | 1 | 2,537,174 | 0 | 2,468,649 | |
| OWENS CORNING NEW | OM | 690742101 | 119 | 1,600 | SH | DFND | 1 | 0 | 0 | 1,600 | |
| UNION PAC CORP | OM | 907818108 | 219,051 | 1,027,069 | SH | DFND | 1 | 519,824 | 0 | 507,245 | |
| UNITEDHEALTH GROUP INC | OM | 91324P102 | 114 | 222 | SH | DFND | 1 | 0 | 0 | 222 | |
| PACKAGING CORP AMER | OM | 695156109 | 300,591 | 2,186,096 | SH | DFND | 1 | 1,194,966 | 0 | 991,130 | |
| TENNECO INC | L A VTG COM STK | 880349105 | 206 | 12,000 | SH | DFND | 1 | 0 | 0 | 12,000 | |
| AMERICAN EXPRESS CO | OM | 025816109 | 162,933 | 1,175,405 | SH | DFND | 1 | 644,008 | 0 | 531,397 | |
| TRACTOR SUPPLY CO | OM | 892356106 | 172,791 | 891,367 | SH | DFND | 1 | 468,904 | 0 | 422,463 | |
| LOWES COS INC | OM | 548661107 | 371,646 | 2,127,704 | SH | DFND | 1 | 1,171,107 | 0 | 956,597 | |
| PARKER-HANNIFIN CORP | OM | 701094104 | 294,574 | 1,197,222 | SH | DFND | 1 | 671,241 | 0 | 525,981 | |
| PROGRESSIVE CORP | OM | 743315103 | 283,102 | 2,434,870 | SH | DFND | 1 | 1,344,150 | 0 | 1,090,720 | |
| IAC INTERACTIVECORP NEW | OM NEW | 44891N208 | 106 | 1,400 | SH | DFND | 1 | 0 | 0 | 1,400 | |
| CENTENE CORP DEL | OM | 15135B101 | 179 | 2,120 | SH | DFND | 1 | 0 | 0 | 2,120 | |
| BORGWARNER INC | OM | 099724106 | 50 | 1,507 | SH | DFND | 1 | 0 | 0 | 1,507 | |
| TERADYNE INC | OM | 880770102 | 66,396 | 741,450 | SH | DFND | 1 | 408,671 | 0 | 332,779 | |
| VISA INC | OM CL A | 92826C839 | 59 | 300 | SH | DFND | 1 | 0 | 0 | 300 | |
| MODERNA INC | OM | 60770K107 | 141 | 990 | SH | DFND | 1 | 0 | 0 | 990 | |
| LENNAR CORP | L A | 526057104 | 194,932 | 2,762,255 | SH | DFND | 1 | 1,528,538 | 0 | 1,233,717 | |
| EBAY INC. | OM | 278642103 | 287,485 | 6,899,073 | SH | DFND | 1 | 3,797,121 | 0 | 3,101,952 | |
| SERVICE CORP INTL | OM | 817565104 | 104,015 | 1,504,841 | SH | DFND | 1 | 797,622 | 0 | 707,219 | |
| JINKOSOLAR HLDG CO LTD | PONSORED ADR | 47759T100 | 221 | 3,200 | SH | DFND | 1 | 0 | 0 | 3,200 | |
| SONY GROUP CORPORATION | PONSORED ADR | 835699307 | 90 | 1,100 | SH | DFND | 1 | 0 | 0 | 1,100 | |
| LAM RESEARCH CORP | OM | 512807108 | 284,633 | 667,920 | SH | DFND | 1 | 367,854 | 0 | 300,066 | |
| VICTORIAS SECRET AND CO | OMMON STOCK | 926400102 | 4 | 159 | SH | DFND | 1 | 0 | 0 | 159 | |
| BATH & BODY WORKS INC | OM | 070830104 | 13 | 479 | SH | DFND | 1 | 0 | 0 | 479 | |
| META PLATFORMS INC | L A | 30303M102 | 414,886 | 2,572,942 | SH | DFND | 1 | 1,415,363 | 0 | 1,157,579 | |
| KLA CORP | OM NEW | 482480100 | 302,615 | 948,403 | SH | DFND | 1 | 521,423 | 0 | 426,980 | |
| MICRON TECHNOLOGY INC | OM | 595112103 | 83,028 | 1,501,935 | SH | DFND | 1 | 810,697 | 0 | 691,238 | |