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
Alphabet Inc. Cl A COMMON 02079K305   74,465,414 843,992 SH   SOLE   614,502 0 229,490
Applied Materials, Inc. COMMON 038222105   57,934,965 594,937 SH   SOLE   435,392 0 159,545
Baker Hughes Company COMMON 05722G100   68,990,821 2,336,296 SH   SOLE   1,700,871 0 635,425
Bank of America Corporation COMMON 060505104   61,549,015 1,858,364 SH   SOLE   1,367,679 0 490,685
Berkshire Hathaway, Inc. Cl B COMMON 084670702   97,973,813 317,170 SH   SOLE   233,940 0 83,230
Boeing Company COMMON 097023105   60,862,317 319,504 SH   SOLE   227,494 0 92,010
Capital One Financial Corp COMMON 14040H105   91,827,189 987,814 SH   SOLE   716,914 0 270,900
Cardinal Health, Inc. COMMON 14149Y108   56,008,789 728,617 SH   SOLE   531,657 0 196,960
Cleveland-Cliffs Inc. COMMON 185899101   63,103,691 3,917,051 SH   SOLE   2,798,656 0 1,118,395
Conagra Brands, Inc. COMMON 205887102   75,206,368 1,943,317 SH   SOLE   1,425,892 0 517,425
FedEx Corporation COMMON 31428X106   57,237,231 330,469 SH   SOLE   241,174 0 89,295
First Republic Bank COMMON 33616C100   96,036,643 787,896 SH   SOLE   560,606 0 227,290
General Motors Company COMMON 37045V100   84,467,215 2,510,916 SH   SOLE   1,824,151 0 686,765
Hologic Inc. COMMON 436440101   67,543,181 902,863 SH   SOLE   660,638 0 242,225
Huntington Ingalls Industries, Inc. COMMON 446413106   78,821,279 341,691 SH   SOLE   248,061 0 93,630
Kinder Morgan, Inc. COMMON 49456B101   69,561,716 3,847,440 SH   SOLE   2,801,495 0 1,045,945
Lam Research Corporation COMMON 512807108   39,743,569 94,560 SH   SOLE   69,365 0 25,195
Lennar Corporation COMMON 526057104   91,375,226 1,009,671 SH   SOLE   734,716 0 274,955
Merck & Co. Inc. COMMON 58933Y105   73,080,435 658,679 SH   SOLE   480,104 0 178,575
Micron Technology, Inc. COMMON 595112103   60,960,456 1,219,697 SH   SOLE   867,482 0 352,215
Morgan Stanley COMMON 617446448   52,669,975 619,501 SH   SOLE   453,066 0 166,435
Oracle Corporation COMMON 68389X105   107,161,794 1,311,008 SH   SOLE   961,633 0 349,375
Organon & Company COMMON 68622V106   84,842,765 3,037,693 SH   SOLE   2,192,293 0 845,400
PVH Corp. COMMON 693656100   107,960,276 1,529,399 SH   SOLE   1,108,274 0 421,125
PACCAR Inc. COMMON 693718108   59,276,498 598,934 SH   SOLE   439,539 0 159,395
Pfizer Inc. COMMON 717081103   96,427,429 1,881,878 SH   SOLE   1,349,698 0 532,180
SVB Financial Group COMMON 78486Q101   79,684,364 346,243 SH   SOLE   251,253 0 94,990
Tempur Sealy International COMMON 88023U101   72,334,648 2,107,039 SH   SOLE   1,540,374 0 566,665
TotalEnergies SE ADR COMMON 89151E109   59,062,788 951,398 SH   SOLE   694,208 0 257,190
Victoria's Secret & Co COMMON 926400102   83,000,906 2,319,757 SH   SOLE   1,695,952 0 623,805
Vistra Corp. COMMON 92840M102   121,432,558 5,234,162 SH   SOLE   3,807,292 0 1,426,870
Vontier Corporation COMMON 928881101   598,998 30,988 SH   SOLE   30,988 0 0
Wells Fargo & Company COMMON 949746101   103,267,074 2,501,019 SH   SOLE   1,839,259 0 661,760
NXP Semiconductors NV COMMON N6596X109   86,174,233 545,303 SH   SOLE   397,288 0 148,015
Flex Ltd. COMMON Y2573F102   119,410,650 5,564,336 SH   SOLE   4,098,496 0 1,465,840