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
Applied Materials, Inc. COMMON 038222105   69,886,708 568,971 SH   SOLE   415,176 0 153,795
Avantor, Inc. COMMON 05352A100   82,243,120 3,890,403 SH   SOLE   2,834,148 0 1,056,255
Baker Hughes Company COMMON 05722G100   63,212,116 2,190,302 SH   SOLE   1,592,077 0 598,225
Berkshire Hathaway, Inc. Cl B COMMON 084670702   93,668,159 303,359 SH   SOLE   222,454 0 80,905
Boeing Company COMMON 097023105   70,457,720 331,675 SH   SOLE   234,305 0 97,370
Capital One Financial Corp COMMON 14040H105   84,776,483 881,619 SH   SOLE   643,409 0 238,210
Cardinal Health, Inc. COMMON 14149Y108   77,047,826 1,020,501 SH   SOLE   746,411 0 274,090
Centene Corporation COMMON 15135B101   54,137,343 856,468 SH   SOLE   625,313 0 231,155
Cisco Systems, Inc. COMMON 17275R102   55,283,008 1,057,542 SH   SOLE   771,027 0 286,515
Cleveland-Cliffs Inc. COMMON 185899101   70,292,068 3,834,810 SH   SOLE   2,755,575 0 1,079,235
Conagra Brands, Inc. COMMON 205887102   61,462,583 1,636,384 SH   SOLE   1,193,019 0 443,365
Constellation Energy Corporation COMMON 21037T109   72,519,713 923,818 SH   SOLE   668,738 0 255,080
FedEx Corporation COMMON 31428X106   63,969,888 279,968 SH   SOLE   204,508 0 75,460
GE HealthCare Technologies COMMON 36266G107   82,447,123 1,005,085 SH   SOLE   732,890 0 272,195
General Motors Company COMMON 37045V100   76,320,479 2,080,711 SH   SOLE   1,518,671 0 562,040
Hologic Inc. COMMON 436440101   53,639,111 664,673 SH   SOLE   485,253 0 179,420
Huntington Ingalls Industries, Inc. COMMON 446413106   70,918,634 342,569 SH   SOLE   249,074 0 93,495
Kinder Morgan, Inc. COMMON 49456B101   71,366,243 4,075,742 SH   SOLE   2,952,327 0 1,123,415
The Kraft Heinz Company COMMON 500754106   54,560,238 1,410,919 SH   SOLE   1,028,204 0 382,715
Lam Research Corporation COMMON 512807108   65,403,555 123,375 SH   SOLE   90,305 0 33,070
Lennar Corporation COMMON 526057104   88,390,258 840,931 SH   SOLE   613,981 0 226,950
Merck & Co. Inc. COMMON 58933Y105   71,204,699 669,280 SH   SOLE   485,695 0 183,585
Micron Technology, Inc. COMMON 595112103   51,749,816 857,637 SH   SOLE   625,877 0 231,760
Oracle Corporation COMMON 68389X105   112,600,363 1,211,799 SH   SOLE   884,234 0 327,565
Organon & Company COMMON 68622V106   78,422,336 3,334,283 SH   SOLE   2,423,023 0 911,260
PVH Corp. COMMON 693656100   95,873,302 1,075,295 SH   SOLE   784,965 0 290,330
PACCAR Inc. COMMON 693718108   56,517,720 772,100 SH   SOLE   563,883 0 208,217
Pfizer Inc. COMMON 717081103   99,554,774 2,440,068 SH   SOLE   1,786,233 0 653,835
Robert Half International, Inc. COMMON 770323103   58,344,846 724,151 SH   SOLE   528,991 0 195,160
TotalEnergies SE ADR COMMON 89151E109   72,590,342 1,229,303 SH   SOLE   894,603 0 334,700
Victoria's Secret & Co COMMON 926400102   67,848,810 1,986,788 SH   SOLE   1,455,003 0 531,785
Vistra Corp. COMMON 92840M102   108,251,088 4,510,462 SH   SOLE   3,296,622 0 1,213,840
Wells Fargo & Company COMMON 949746101   88,933,636 2,379,177 SH   SOLE   1,741,067 0 638,110
NXP Semiconductors NV COMMON N6596X109   99,288,987 532,452 SH   SOLE   391,077 0 141,375
Flex Ltd. COMMON Y2573F102   114,438,463 4,973,423 SH   SOLE   3,628,423 0 1,345,000