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 113,206 181,300 SH   SOLE   141,580 0 39,720
Alphabet Inc. Cl A COMMON 02079K305 83,633 31,282 SH   SOLE   24,277 0 7,005
Anthem, Inc. COMMON 036752103 90,340 242,329 SH   SOLE   187,124 0 55,205
Baker Hughes Company COMMON 05722G100 84,109 3,401,080 SH   SOLE   2,582,430 0 818,650
Bank of America Corporation COMMON 060505104 129,302 3,045,974 SH   SOLE   2,351,674 0 694,300
Berkshire Hathaway, Inc. Cl B COMMON 084670702 88,719 325,051 SH   SOLE   252,471 0 72,580
CIGNA Corporation COMMON 125523100 125,607 627,532 SH   SOLE   485,587 0 141,945
Cabot Oil & Gas Corporatio COMMON 127097103 89,905 4,131,650 SH   SOLE   3,168,950 0 962,700
Capital One Financial Corp COMMON 14040H105 109,991 679,080 SH   SOLE   527,180 0 151,900
Comcast Corporation Class A COMMON 20030N101 92,379 1,651,691 SH   SOLE   1,288,341 0 363,350
Conagra Brands, Inc. COMMON 205887102 90,420 2,669,606 SH   SOLE   2,075,206 0 594,400
Dentsply Sirona Inc. COMMON 24906P109 95,103 1,638,290 SH   SOLE   1,266,540 0 371,750
EOG Resources, Inc. COMMON 26875P101 69,658 867,796 SH   SOLE   667,846 0 199,950
Elanco Animal Health Inc. COMMON 28414H103 71,316 2,236,297 SH   SOLE   1,727,147 0 509,150
Fiserv, Inc. COMMON 337738108 106,167 978,499 SH   SOLE   759,749 0 218,750
International Paper Company COMMON 460146103 65,725 1,175,348 SH   SOLE   913,498 0 261,850
Lennar Corporation COMMON 526057104 87,724 936,425 SH   SOLE   723,575 0 212,850
Magna International Inc. COMMON 559222401 83,782 1,113,525 SH   SOLE   870,375 0 243,150
Merck & Co. Inc. COMMON 58933Y105 125,569 1,671,798 SH   SOLE   1,292,648 0 379,150
Morgan Stanley COMMON 617446448 108,338 1,113,324 SH   SOLE   855,624 0 257,700
Oracle Corporation COMMON 68389X105 111,058 1,274,623 SH   SOLE   984,523 0 290,100
Organon & Company COMMON 68622V106 94,013 2,867,111 SH   SOLE   2,192,186 0 674,925
PACCAR, Inc. COMMON 693718108 71,804 909,830 SH   SOLE   702,430 0 207,400
Pfizer Inc. COMMON 717081103 81,409 1,892,801 SH   SOLE   1,465,201 0 427,600
SVB Financial Group COMMON 78486Q101 81,493 125,978 SH   SOLE   98,118 0 27,860
Henry Schein Inc. COMMON 806407102 99,416 1,305,352 SH   SOLE   1,008,152 0 297,200
Verizon Communications Inc COMMON 92343V104 93,228 1,726,120 SH   SOLE   1,334,620 0 391,500
Vistra Corp. COMMON 92840M102 126,983 7,425,918 SH   SOLE   5,743,318 0 1,682,600
Vontier Corporation COMMON 928881101 84,455 2,513,555 SH   SOLE   1,947,505 0 566,050
Wabtec Corporation COMMON 929740108 77,222 895,742 SH   SOLE   701,242 0 194,500
Wells Fargo & Company COMMON 949746101 139,799 3,012,253 SH   SOLE   2,328,553 0 683,700
RenaissanceRe Holdings COMMON G7496G103 85,192 611,136 SH   SOLE   479,836 0 131,300
Sensata Technologies Holdings plc COMMON G8060N102 88,220 1,612,205 SH   SOLE   1,272,255 0 339,950
Perrigo Company plc COMMON G97822103 141,058 2,980,308 SH   SOLE   2,385,708 0 594,600
NXP Semiconductors NV COMMON N6596X109 107,862 550,683 SH   SOLE   432,983 0 117,700
Flex Ltd. COMMON Y2573F102 147,855 8,362,815 SH   SOLE   6,752,165 0 1,610,650