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 11,307 44,466 SH   SOLE   38,186 0 6,280
APPLIED MATLS INC COM 038222105 11,794 257,401 SH   SOLE   219,107 0 38,294
BK OF AMERICA CORP COM 060505104 2,686 126,524 SH   SOLE   92,894 0 33,630
CISCO SYS INC COM 17275R102 8,507 216,404 SH   SOLE   182,556 0 33,848
COMCAST CORP NEW CL A 20030N101 5,295 154,025 SH   SOLE   133,603 0 20,422
DISCOVERY INC COM SER C 25470F302 3,802 216,760 SH   SOLE   169,564 0 47,196
EAGLE MATERIALS INC COM 26969P108 3,003 51,400 SH   SOLE   42,545 0 8,855
FORD MTR CO DEL COM 345370860 2,118 438,568 SH   SOLE   364,968 0 73,600
GATX CORP COM 361448103 6,589 105,324 SH   SOLE   91,454 0 13,870
HEWLETT PACKARD ENTERPRISE C COM 42824C109 3,222 331,870 SH   SOLE   282,450 0 49,420
HP INC COM 40434L105 5,465 314,813 SH   SOLE   272,023 0 42,790
INTEL CORP COM 458140100 8,801 162,622 SH   SOLE   140,732 0 21,890
KLA CORPORATION COM NEW 482480100 2,476 17,228 SH   SOLE   13,844 0 3,384
LAM RESEARCH CORP COM 512807108 10,838 45,158 SH   SOLE   37,626 0 7,532
MICROSOFT CORP COM 594918104 10,479 66,447 SH   SOLE   55,427 0 11,020
THOR INDS INC COM 885160101 2,344 55,562 SH   SOLE   49,152 0 6,410
WELLS FARGO CO NEW COM 949746101 4,985 173,701 SH   SOLE   142,351 0 31,350