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
META PLATFORMS INC CL A 30303M102   314,027 1,481,684 SH   DFND 1 981,241 0 500,443
AMERICAN EXPRESS CO COM 025816109   243,711 1,477,470 SH   DFND 1 957,149 0 520,321
AFLAC INC COM 001055102   135,415 2,098,787 SH   DFND 1 1,323,405 0 775,382
GOLDMAN SACHS GROUP INC COM 38141G104   227,274 694,803 SH   DFND 1 481,264 0 213,539
INTEL CORP COM 458140100   134,434 4,114,917 SH   DFND 1 2,639,580 0 1,475,337
ACTIVISION BLIZZARD INC COM 00507V109   108,153 1,263,611 SH   DFND 1 838,385 0 425,226
EBAY INC. COM 278642103   240,493 5,420,176 SH   DFND 1 3,587,552 0 1,832,624
HP INC COM 40434L105   203,093 6,919,644 SH   DFND 1 4,647,073 0 2,272,571
CSX CORP COM 126408103   214,493 7,164,046 SH   DFND 1 4,765,557 0 2,398,489
BARRICK GOLD CORP COM 067901108   199,336 10,734,307 SH   DFND 1 7,225,679 0 3,508,628
GENTEX CORP COM 371901109   122,149 4,357,924 SH   DFND 1 2,879,850 0 1,478,074
LENNAR CORP CL A 526057104   5,883 55,971 SH   DFND 1 0 0 55,971
ALPHABET INC CAP STK CL A 02079K305   191,695 1,848,025 SH   DFND 1 1,208,493 0 639,532
NEWMONT CORP COM 651639106   26,845 547,630 SH   DFND 1 301,766 0 245,864
UNION PAC CORP COM 907818108   223,721 1,111,598 SH   DFND 1 738,291 0 373,307
LOWES COS INC COM 548661107   234,301 1,171,679 SH   DFND 1 776,974 0 394,705
KLA CORP COM NEW 482480100   160,666 402,502 SH   DFND 1 266,341 0 136,161
MICRON TECHNOLOGY INC COM 595112103   153,246 2,539,744 SH   DFND 1 1,643,628 0 896,116
SERVICE CORP INTL COM 817565104   81,452 1,184,230 SH   DFND 1 755,165 0 429,065
TERADYNE INC COM 880770102   55,632 517,456 SH   DFND 1 343,253 0 174,203
PACKAGING CORP AMER COM 695156109   212,963 1,533,996 SH   DFND 1 1,004,552 0 529,444
TRACTOR SUPPLY CO COM 892356106   107,193 456,061 SH   DFND 1 304,987 0 151,074
BATH & BODY WORKS INC COM 070830104   18 479 SH   DFND 1 0 0 479
GENERAL MTRS CO COM 37045V100   33 900 SH   DFND 1 0 0 900
IAC INC COM NEW 44891N208   72 1,400 SH   DFND 1 0 0 1,400
VICTORIAS SECRET AND CO COMMON STOCK 926400102   5 159 SH   DFND 1 0 0 159
VISA INC COM CL A 92826C839   169 750 SH   DFND 1 0 0 750
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   163 3,200 SH   DFND 1 0 0 3,200
BORGWARNER INC COM 099724106   74 1,507 SH   DFND 1 0 0 1,507
CVS HEALTH CORP COM 126650100   40 540 SH   DFND 1 0 0 540
UNITEDHEALTH GROUP INC COM 91324P102   105 222 SH   DFND 1 0 0 222
PROGRESSIVE CORP COM 743315103   86 600 SH   DFND 1 0 0 600
OWENS CORNING NEW COM 690742101   153 1,600 SH   DFND 1 0 0 1,600
MODERNA INC COM 60770K107   153 990 SH   DFND 1 0 0 990
SONY GROUP CORPORATION SPONSORED ADR 835699307   100 1,100 SH   DFND 1 0 0 1,100
THE CIGNA GROUP COM 125523100   215,213 842,216 SH   DFND 1 541,374 0 300,842
US BANCORP DEL COM NEW 902973304   90 2,500 SH   DFND 1 0 0 2,500
BAIDU INC SPON ADR REP A 056752108   128 850 SH   DFND 1 0 0 850
TEXAS INSTRS INC COM 882508104   121 650 SH   DFND 1 0 0 650
ROCKWELL AUTOMATION INC COM 773903109   117 400 SH   DFND 1 0 0 400