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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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
Alleghany Corporation COMMON 017175100 130,880 196,048 SH   SOLE   151,943 0 44,105
Alphabet Inc. Cl A COMMON 02079K305 74,744 25,800 SH   SOLE   19,985 0 5,815
Anthem, Inc. COMMON 036752103 101,262 218,453 SH   SOLE   169,353 0 49,100
Baker Hughes Company COMMON 05722G100 81,460 3,385,692 SH   SOLE   2,581,542 0 804,150
Bank of America Corporation COMMON 060505104 106,929 2,403,431 SH   SOLE   1,863,231 0 540,200
Berkshire Hathaway, Inc. Cl B COMMON 084670702 94,020 314,449 SH   SOLE   243,169 0 71,280
CIGNA Corporation COMMON 125523100 150,419 655,051 SH   SOLE   505,206 0 149,845
Coterra Energy, Inc. COMMON 127097103 76,080 4,004,221 SH   SOLE   3,056,221 0 948,000
Capital One Financial Corp COMMON 14040H105 95,536 658,457 SH   SOLE   509,557 0 148,900
Conagra Brands, Inc. COMMON 205887102 111,169 3,255,317 SH   SOLE   2,494,417 0 760,900
Dentsply Sirona Inc. COMMON 24906P109 103,657 1,857,985 SH   SOLE   1,437,085 0 420,900
EOG Resources, Inc. COMMON 26875P101 76,812 864,704 SH   SOLE   668,454 0 196,250
Elanco Animal Health Inc. COMMON 28414H103 83,548 2,943,890 SH   SOLE   2,276,740 0 667,150
Fiserv, Inc. COMMON 337738108 1,116 10,755 SH   SOLE   10,755 0 0
International Paper Company COMMON 460146103 74,261 1,580,688 SH   SOLE   1,224,188 0 356,500
Lennar Corporation COMMON 526057104 74,996 645,629 SH   SOLE   500,029 0 145,600
Magna International Inc. COMMON 559222401 110,550 1,365,824 SH   SOLE   1,084,124 0 281,700
Merck & Co. Inc. COMMON 58933Y105 125,193 1,633,518 SH   SOLE   1,261,368 0 372,150
Morgan Stanley COMMON 617446448 108,650 1,106,867 SH   SOLE   853,767 0 253,100
Oracle Corporation COMMON 68389X105 107,348 1,230,911 SH   SOLE   945,811 0 285,100
Organon & Company COMMON 68622V106 116,145 3,814,277 SH   SOLE   2,947,152 0 867,125
PACCAR, Inc. COMMON 693718108 116,152 1,316,017 SH   SOLE   1,018,167 0 297,850
Pfizer Inc. COMMON 717081103 136,582 2,312,985 SH   SOLE   1,774,435 0 538,550
SVB Financial Group COMMON 78486Q101 81,728 120,500 SH   SOLE   93,340 0 27,160
Henry Schein Inc. COMMON 806407102 100,927 1,301,783 SH   SOLE   1,010,083 0 291,700
Verizon Communications Inc COMMON 92343V104 74,758 1,438,759 SH   SOLE   1,053,959 0 384,800
Vistra Corp. COMMON 92840M102 162,065 7,117,469 SH   SOLE   5,463,969 0 1,653,500
Vontier Corporation COMMON 928881101 94,415 3,072,396 SH   SOLE   2,373,746 0 698,650
Wabtec Corporation COMMON 929740108 71,572 777,031 SH   SOLE   585,531 0 191,500
Wells Fargo & Company COMMON 949746101 141,756 2,954,471 SH   SOLE   2,283,271 0 671,200
RenaissanceRe Holdings COMMON G7496G103 97,973 578,595 SH   SOLE   449,595 0 129,000
Sensata Technologies Holdings plc COMMON G8060N102 105,025 1,702,468 SH   SOLE   1,346,818 0 355,650
Perrigo Company plc COMMON G97822103 134,547 3,458,782 SH   SOLE   2,769,832 0 688,950
NXP Semiconductors NV COMMON N6596X109 122,737 538,838 SH   SOLE   424,138 0 114,700
Flex Ltd. COMMON Y2573F102 157,792 8,608,400 SH   SOLE   6,923,750 0 1,684,650