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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 12,916 57,670 SH   SOLE   48,339 0 9,331
APPLIED MATLS INC COM 038222105 12,955 259,628 SH   SOLE   214,537 0 45,091
BANK AMER CORP COM 060505104 2,211 75,800 SH   SOLE   61,660 0 14,140
CISCO SYS INC COM 17275R102 9,898 200,315 SH   SOLE   176,475 0 23,840
COMCAST CORP NEW CL A 20030N101 6,464 143,400 SH   SOLE   119,370 0 24,030
EAGLE MATERIALS INC COM 26969P108 3,663 40,690 SH   SOLE   32,615 0 8,075
FORD MTR CO DEL COM 345370860 5,054 551,715 SH   SOLE   448,785 0 102,930
GATX CORP COM 361448103 8,227 106,111 SH   SOLE   90,101 0 16,010
HARLEY DAVIDSON INC COM 412822108 3,466 96,367 SH   SOLE   83,347 0 13,020
HEWLETT PACKARD ENTERPRISE C COM 42824C109 5,062 333,693 SH   SOLE   277,093 0 56,600
HP INC COM 40434L105 6,005 317,363 SH   SOLE   266,803 0 50,560
INTEL CORP COM 458140100 8,446 163,909 SH   SOLE   138,549 0 25,360
KLA CORPORATION COM NEW 482480100 2,556 16,033 SH   SOLE   13,449 0 2,584
LAM RESEARCH CORP COM 512807108 10,507 45,462 SH   SOLE   36,862 0 8,600
MICROSOFT CORP COM 594918104 9,761 70,205 SH   SOLE   57,225 0 12,980
THOR INDS INC COM 885160101 3,185 56,241 SH   SOLE   48,361 0 7,880
WELLS FARGO CO NEW COM 949746101 8,338 165,311 SH   SOLE   139,121 0 26,190