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
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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
ABBOTT LABS COM 002824100   210,358 1,916 SH   SOLE   0 0 1,916
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   205,467 770 SH   SOLE   0 0 770
ALLSTATE CORP COM 020002101   14,038,816 103,531 SH   SOLE   102,222 0 1,309
ALPHABET INC CAP STK CL A 02079K305   13,305,966 150,810 SH   SOLE   148,587 0 2,223
AMERIPRISE FINL INC COM 03076C106   15,082,877 48,440 SH   SOLE   47,021 0 1,419
APPLE INC COM 037833100   20,387,201 156,909 SH   SOLE   154,531 0 2,378
APTIV PLC SHS G6095L109   16,982,535 182,353 SH   SOLE   179,884 0 2,469
BANK AMERICA CORP COM 060505104   12,441,378 375,645 SH   SOLE   371,229 0 4,416
CAPITAL ONE FINL CORP COM 14040H105   10,562,439 113,623 SH   SOLE   112,285 0 1,338
CELANESE CORP DEL COM 150870103   9,398,730 91,928 SH   SOLE   91,001 0 927
CF INDS HLDGS INC COM 125269100   7,898,824 92,709 SH   SOLE   91,274 0 1,435
CHEVRON CORP NEW COM 166764100   16,400,752 91,374 SH   SOLE   89,204 0 2,170
CISCO SYS INC COM 17275R102   26,026,187 546,310 SH   SOLE   534,250 0 12,060
CONOCOPHILLIPS COM 20825C104   12,403,159 105,112 SH   SOLE   103,640 0 1,472
CONSTELLATION BRANDS INC CL A 21036P108   12,850,100 55,448 SH   SOLE   54,658 0 790
CUMMINS INC COM 231021106   12,877,110 53,148 SH   SOLE   52,517 0 631
CVS HEALTH CORP COM 126650100   12,763,398 136,961 SH   SOLE   134,996 0 1,965
DANAHER CORPORATION COM 235851102   13,327,933 50,215 SH   SOLE   49,546 0 669
DARDEN RESTAURANTS INC COM 237194105   15,147,304 109,501 SH   SOLE   105,817 0 3,684
DISNEY WALT CO COM 254687106   12,873,705 148,178 SH   SOLE   145,978 0 2,200
DTE ENERGY CO COM 233331107   9,666,417 82,246 SH   SOLE   81,208 0 1,038
EATON CORP PLC SHS G29183103   243,743 1,553 SH   SOLE   0 0 1,553
FISERV INC COM 337738108   19,689,649 194,812 SH   SOLE   191,466 0 3,346
HOME DEPOT INC COM 437076102   214,785 680 SH   SOLE   0 0 680
HOST HOTELS & RESORTS INC COM 44107P104   16,599,978 1,034,267 SH   SOLE   1,017,821 0 16,446
HP INC COM 40434L105   21,315,435 793,280 SH   SOLE   782,390 0 10,890
HUNTINGTON BANCSHARES INC COM 446150104   236,570 16,778 SH   SOLE   0 0 16,778
INTEL CORP COM 458140100   21,919,103 829,327 SH   SOLE   810,153 0 19,174
INTERNATIONAL BUSINESS MACHS COM 459200101   28,104,227 199,476 SH   SOLE   196,970 0 2,506
JOHNSON & JOHNSON COM 478160104   265,858 1,505 SH   SOLE   0 0 1,505
JPMORGAN CHASE & CO COM 46625H100   14,899,476 111,107 SH   SOLE   108,063 0 3,044
KLA CORP COM NEW 482480100   29,386,224 77,941 SH   SOLE   76,753 0 1,188
LILLY ELI & CO COM 532457108   246,942 675 SH   SOLE   0 0 675
LKQ CORP COM 501889208   16,412,765 307,298 SH   SOLE   302,549 0 4,749
LOWES COS INC COM 548661107   18,474,370 92,724 SH   SOLE   91,399 0 1,325
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   209,568 2,524 SH   SOLE   0 0 2,524
MARATHON PETE CORP COM 56585A102   241,044 2,071 SH   SOLE   0 0 2,071
MASTERCARD INCORPORATED CL A 57636Q104   21,263,416 61,149 SH   SOLE   59,944 0 1,205
MCKESSON CORP COM 58155Q103   14,222,902 37,916 SH   SOLE   37,350 0 566
MERCK & CO INC COM 58933Y105   17,751,379 159,994 SH   SOLE   155,023 0 4,971
META PLATFORMS INC CL A 30303M102   13,111,163 108,951 SH   SOLE   107,351 0 1,600
METLIFE INC COM 59156R108   13,319,671 184,050 SH   SOLE   181,440 0 2,610
NORFOLK SOUTHN CORP COM 655844108   245,927 998 SH   SOLE   0 0 998
NOVARTIS AG SPONSORED ADR 66987V109   227,163 2,504 SH   SOLE   0 0 2,504
OMEGA HEALTHCARE INVS INC COM 681936100   209,178 7,484 SH   SOLE   0 0 7,484
PACCAR INC COM 693718108   233,074 2,355 SH   SOLE   0 0 2,355
PFIZER INC COM 717081103   15,287,700 298,355 SH   SOLE   290,248 0 8,107
PNC FINL SVCS GROUP INC COM 693475105   213,377 1,351 SH   SOLE   0 0 1,351
PRUDENTIAL FINL INC COM 744320102   218,613 2,198 SH   SOLE   0 0 2,198
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   10,482,938 171,094 SH   SOLE   165,426 0 5,668
QUANTA SVCS INC COM 74762E102   11,750,475 82,459 SH   SOLE   81,389 0 1,070
RAYTHEON TECHNOLOGIES CORP COM 75513E101   226,061 2,240 SH   SOLE   0 0 2,240
REGENERON PHARMACEUTICALS COM 75886F107   15,046,674 20,855 SH   SOLE   20,579 0 276
ROPER TECHNOLOGIES INC COM 776696106   10,418,287 24,111 SH   SOLE   23,811 0 300
SEMPRA COM 816851109   234,592 1,518 SH   SOLE   0 0 1,518
STATE STR CORP COM 857477103   231,391 2,983 SH   SOLE   0 0 2,983
STRYKER CORPORATION COM 863667101   16,068,578 65,723 SH   SOLE   64,967 0 756
TARGET CORP COM 87612E106   16,539,396 110,973 SH   SOLE   108,228 0 2,745
THERMO FISHER SCIENTIFIC INC COM 883556102   13,702,339 24,882 SH   SOLE   24,544 0 338
TRAVELERS COMPANIES INC COM 89417E109   13,962,420 74,470 SH   SOLE   72,197 0 2,273
TYSON FOODS INC CL A 902494103   12,120,631 194,709 SH   SOLE   192,313 0 2,396
UGI CORP NEW COM 902681105   208,704 5,630 SH   SOLE   0 0 5,630
UNILEVER PLC SPON ADR NEW 904767704   231,409 4,596 SH   SOLE   0 0 4,596
UNION PAC CORP COM 907818108   11,595,975 56,000 SH   SOLE   55,327 0 673
UNITED RENTALS INC COM 911363109   13,513,779 38,022 SH   SOLE   37,600 0 422
VALERO ENERGY CORP COM 91913Y100   12,876,741 101,504 SH   SOLE   100,266 0 1,238
VERIZON COMMUNICATIONS INC COM 92343V104   15,611,970 396,243 SH   SOLE   384,802 0 11,441
WABTEC COM 929740108   12,729,112 127,533 SH   SOLE   125,996 0 1,537
WALGREENS BOOTS ALLIANCE INC COM 931427108   14,873,514 398,113 SH   SOLE   387,995 0 10,118
WALMART INC COM 931142103   14,977,902 105,634 SH   SOLE   104,296 0 1,338