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 16,798 57,205 SH   SOLE   49,269 0 7,936
APPLIED MATLS INC COM 038222105 15,709 257,362 SH   SOLE   219,068 0 38,294
BANK AMER CORP COM 060505104 2,644 75,074 SH   SOLE   63,114 0 11,960
CISCO SYS INC COM 17275R102 9,536 198,824 SH   SOLE   179,454 0 19,370
COMCAST CORP NEW CL A 20030N101 6,391 142,127 SH   SOLE   121,917 0 20,210
EAGLE MATERIALS INC COM 26969P108 3,628 40,020 SH   SOLE   33,955 0 6,065
FORD MTR CO DEL COM 345370860 5,092 547,508 SH   SOLE   457,198 0 90,310
GATX CORP COM 361448103 8,732 105,398 SH   SOLE   91,528 0 13,870
HARLEY DAVIDSON INC COM 412822108 3,558 95,680 SH   SOLE   84,720 0 10,960
HEWLETT PACKARD ENTERPRISE C COM 42824C109 5,254 331,300 SH   SOLE   281,880 0 49,420
HP INC COM 40434L105 6,469 314,773 SH   SOLE   271,983 0 42,790
INTEL CORP COM 458140100 9,741 162,752 SH   SOLE   140,862 0 21,890
KLA CORPORATION COM NEW 482480100 2,833 15,900 SH   SOLE   13,716 0 2,184
LAM RESEARCH CORP COM 512807108 13,189 45,106 SH   SOLE   37,574 0 7,532
MICROSOFT CORP COM 594918104 10,968 69,551 SH   SOLE   58,531 0 11,020
THOR INDS INC COM 885160101 4,142 55,751 SH   SOLE   49,341 0 6,410
WELLS FARGO CO NEW COM 949746101 8,821 163,961 SH   SOLE   141,821 0 22,140