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 89,920 106,163 SH   SOLE   80,883 0 25,280
Alphabet Inc. Cl A COMMON 02079K305 91,823 33,014 SH   SOLE   25,179 0 7,835
Anthem, Inc. COMMON 036752103 78,128 159,049 SH   SOLE   122,084 0 36,965
Baker Hughes Company COMMON 05722G100 83,222 2,285,697 SH   SOLE   1,742,132 0 543,565
Bank of America Corporation COMMON 060505104 96,387 2,338,366 SH   SOLE   1,783,396 0 554,970
Berkshire Hathaway, Inc. Cl B COMMON 084670702 92,351 261,684 SH   SOLE   199,774 0 61,910
Cigna Corporation COMMON 125523100 73,664 307,434 SH   SOLE   235,689 0 71,745
Coterra Energy, Inc. COMMON 127097103 85,122 3,156,178 SH   SOLE   2,368,683 0 787,495
Capital One Financial Corp COMMON 14040H105 98,310 748,803 SH   SOLE   574,233 0 174,570
Conagra Brands, Inc. COMMON 205887102 72,464 2,158,602 SH   SOLE   1,690,912 0 467,690
Dentsply Sirona Inc. COMMON 24906P109 97,926 1,989,565 SH   SOLE   1,495,645 0 493,920
Elanco Animal Health Inc. COMMON 28414H103 112,547 4,313,804 SH   SOLE   3,302,864 0 1,010,940
General Motors Company COMMON 37045V100 89,428 2,044,527 SH   SOLE   1,559,472 0 485,055
Hologic Inc. COMMON 436440101 79,621 1,036,464 SH   SOLE   794,239 0 242,225
International Paper Company COMMON 460146103 72,537 1,571,756 SH   SOLE   1,218,701 0 353,055
Lennar Corporation COMMON 526057104 111,056 1,368,189 SH   SOLE   1,048,359 0 319,830
Merck & Co. Inc. COMMON 58933Y105 107,534 1,310,596 SH   SOLE   1,000,271 0 310,325
Morgan Stanley COMMON 617446448 110,146 1,260,247 SH   SOLE   962,397 0 297,850
Oracle Corporation COMMON 68389X105 139,398 1,684,978 SH   SOLE   1,289,323 0 395,655
Organon & Company COMMON 68622V106 111,000 3,177,784 SH   SOLE   2,427,744 0 750,040
PVH Corp. COMMON 693656100 110,775 1,445,954 SH   SOLE   1,101,124 0 344,830
PACCAR, Inc. COMMON 693718108 110,008 1,249,098 SH   SOLE   954,948 0 294,150
Pfizer Inc. COMMON 717081103 101,687 1,964,209 SH   SOLE   1,506,844 0 457,365
SVB Financial Group COMMON 78486Q101 123,984 221,618 SH   SOLE   168,953 0 52,665
Tempur Sealy International COMMON 88023U101 76,365 2,735,145 SH   SOLE   2,086,725 0 648,420
Verizon Communications Inc COMMON 92343V104 63,362 1,243,849 SH   SOLE   949,579 0 294,270
Victoria's Secret & Co COMMON 926400102 89,991 1,752,152 SH   SOLE   1,337,597 0 414,555
Vistra Corp. COMMON 92840M102 140,123 6,026,788 SH   SOLE   4,599,918 0 1,426,870
Vontier Corporation COMMON 928881101 93,867 3,696,991 SH   SOLE   2,822,861 0 874,130
Wells Fargo & Company COMMON 949746101 127,397 2,628,916 SH   SOLE   2,006,576 0 622,340
Aptiv PLC COMMON G6095L109 91,495 764,308 SH   SOLE   585,068 0 179,240
Sensata Technologies Holdings plc COMMON G8060N102 1,177 23,137 SH   SOLE   23,137 0 0
Perrigo Company plc COMMON G97822103 142,016 3,695,455 SH   SOLE   2,886,945 0 808,510
NXP Semiconductors NV COMMON N6596X109 116,933 631,797 SH   SOLE   488,102 0 143,695
Flex Ltd. COMMON Y2573F102 161,665 8,715,075 SH   SOLE   6,761,460 0 1,953,615