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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Acuity Brands, Inc. COMMON 00508Y102   71,187,438 347,544 SH   SOLE   246,519 0 101,025
Analog Devices, Inc. COMMON 032654105   67,276,695 338,823 SH   SOLE   243,723 0 95,100
Elevance Health, Inc. COMMON 036752103   70,700,991 149,930 SH   SOLE   107,675 0 42,255
Applied Materials, Inc. COMMON 038222105   61,673,308 380,535 SH   SOLE   271,565 0 108,970
Baker Hughes Company COMMON 05722G100   54,199,909 1,585,720 SH   SOLE   1,126,790 0 458,930
Bath & Body Works, Inc. COMMON 070830104   82,144,615 1,903,258 SH   SOLE   1,354,553 0 548,705
Berkshire Hathaway, Inc. Cl B COMMON 084670702   81,967,602 229,820 SH   SOLE   164,095 0 65,725
Boeing Company COMMON 097023105   96,834,668 371,498 SH   SOLE   259,793 0 111,705
Capital One Financial Corp COMMON 14040H105   111,254,664 848,495 SH   SOLE   610,285 0 238,210
Cardinal Health, Inc. COMMON 14149Y108   57,226,176 567,720 SH   SOLE   394,825 0 172,895
Centene Corporation COMMON 15135B101   79,991,330 1,077,905 SH   SOLE   756,940 0 320,965
Cleveland-Cliffs Inc. COMMON 185899101   82,445,893 4,037,507 SH   SOLE   2,860,117 0 1,177,390
Constellation Energy Corporation COMMON 21037T109   54,865,127 469,374 SH   SOLE   332,629 0 136,745
FedEx Corporation COMMON 31428X106   69,213,604 273,604 SH   SOLE   195,114 0 78,490
Fidelity National Information Services COMMON 31620M106   92,176,814 1,534,490 SH   SOLE   1,094,470 0 440,020
GE HealthCare Technologies COMMON 36266G107   78,399,232 1,013,958 SH   SOLE   715,698 0 298,260
General Motors Company COMMON 37045V100   97,757,070 2,721,522 SH   SOLE   1,912,477 0 809,045
Hologic, Inc. COMMON 436440101   71,365,832 998,822 SH   SOLE   693,317 0 305,505
Huntington Ingalls Industries, Inc. COMMON 446413106   91,669,537 353,064 SH   SOLE   250,929 0 102,135
Kinder Morgan, Inc. COMMON 49456B101   82,961,520 4,703,034 SH   SOLE   3,328,184 0 1,374,850
The Kraft Heinz Company COMMON 500754106   77,645,427 2,099,660 SH   SOLE   1,465,220 0 634,440
Lennar Corporation COMMON 526057104   59,165,750 396,979 SH   SOLE   282,094 0 114,885
Merck & Co. Inc. COMMON 58933Y105   76,501,841 701,723 SH   SOLE   501,913 0 199,810
Micron Technology, Inc. COMMON 595112103   93,553,207 1,096,241 SH   SOLE   778,906 0 317,335
Oracle Corporation COMMON 68389X105   77,179,399 732,044 SH   SOLE   519,264 0 212,780
Organon & Company COMMON 68622V106   67,415,476 4,675,137 SH   SOLE   3,136,602 0 1,538,535
PVH Corp. COMMON 693656100   122,310,874 1,001,563 SH   SOLE   711,233 0 290,330
PACCAR Inc. COMMON 693718108   61,263,852 627,382 SH   SOLE   442,165 0 185,217
Pfizer Inc. COMMON 717081103   46,608,304 1,618,906 SH   SOLE   1,145,861 0 473,045
Teva Pharmaceutical Industries Ltd ADR COMMON 881624209   93,116,803 8,919,234 SH   SOLE   6,329,294 0 2,589,940
TotalEnergies SE ADR COMMON 89151E109   84,064,905 1,247,624 SH   SOLE   883,819 0 363,805
Vistra Corp. COMMON 92840M102   88,309,450 2,292,561 SH   SOLE   1,632,756 0 659,805
Wells Fargo & Company COMMON 949746101   111,180,203 2,258,842 SH   SOLE   1,620,732 0 638,110
Willis Towers Watson PLC COMMON G96629103   73,184,663 303,419 SH   SOLE   212,689 0 90,730
NXP Semiconductors NV COMMON N6596X109   78,418,954 341,427 SH   SOLE   244,582 0 96,845
Flex Ltd. COMMON Y2573F102   117,942,156 3,872,034 SH   SOLE   2,709,269 0 1,162,765