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 96,929 198,162 SH   SOLE   139,102 0 59,060
Alphabet Inc. Cl A COMMON 02079K305 66,665 47,012 SH   SOLE   33,117 0 13,895
Applied Materials COMMON 038222105 75,707 1,252,387 SH   SOLE   893,337 0 359,050
Bank of America Corporation COMMON 060505104 121,458 5,114,016 SH   SOLE   3,650,366 0 1,463,650
Berkshire Hathaway, Inc. Cl B COMMON 084670702 118,955 666,376 SH   SOLE   457,326 0 209,050
The Blackstone Group Inc. COMMON 09260D107 54,803 967,232 SH   SOLE   686,032 0 281,200
Booking Holdings Inc. COMMON 09857L108 45,285 28,439 SH   SOLE   19,054 0 9,385
CIGNA Corporation COMMON 125523100 79,675 424,595 SH   SOLE   306,745 0 117,850
Cabot Oil & Gas Corporatio COMMON 127097103 74,070 4,311,416 SH   SOLE   3,041,866 0 1,269,550
Capital One Financial Corp COMMON 14040H105 104,220 1,665,130 SH   SOLE   1,181,630 0 483,500
CitiGroup, Inc. COMMON 172967424 127,361 2,492,384 SH   SOLE   1,776,784 0 715,600
Comcast Corporation Class A COMMON 20030N101 124,735 3,199,979 SH   SOLE   2,264,979 0 935,000
Dentsply Sirona Inc. COMMON 24906P109 65,726 1,491,745 SH   SOLE   1,049,995 0 441,750
Elanco Animal Health Inc. COMMON 28414H103 88,513 4,126,497 SH   SOLE   2,918,997 0 1,207,500
Lam Research Corporation COMMON 512807108 93,874 290,217 SH   SOLE   206,167 0 84,050
Lennar Corporation COMMON 526057104 88,320 1,433,293 SH   SOLE   1,004,943 0 428,350
Magna International Inc. COMMON 559222401 67,504 1,515,921 SH   SOLE   1,069,071 0 446,850
Merck & Co. Inc. COMMON 58933Y105 115,223 1,490,011 SH   SOLE   1,053,761 0 436,250
Microsoft Corporation COMMON 594918104 295 1,450 SH   SOLE   1,450 0 0
Mondelez International Inc COMMON 609207105 82,159 1,606,857 SH   SOLE   1,111,007 0 495,850
Morgan Stanley COMMON 617446448 118,403 2,451,406 SH   SOLE   1,725,006 0 726,400
Oracle Corporation COMMON 68389X105 146,413 2,649,050 SH   SOLE   1,873,600 0 775,450
Pfizer Inc. COMMON 717081103 113,711 3,477,398 SH   SOLE   2,429,748 0 1,047,650
SVB Financial Group COMMON 78486Q101 109,270 506,984 SH   SOLE   360,134 0 146,850
Henry Schein Inc. COMMON 806407102 83,916 1,437,167 SH   SOLE   1,026,367 0 410,800
Thermo Fisher Scientific, Inc. COMMON 883556102 68,268 188,409 SH   SOLE   132,459 0 55,950
UnitedHealth Group Inc. COMMON 91324P102 91,001 308,530 SH   SOLE   211,680 0 96,850
Verizon Communications Inc. COMMON 92343V104 70,463 1,278,127 SH   SOLE   892,927 0 385,200
Wabtec Corporation COMMON 929740108 71,455 1,241,177 SH   SOLE   879,127 0 362,050
Walmart Inc. COMMON 931142103 68,400 571,043 SH   SOLE   401,393 0 169,650
Whirlpool Corporation COMMON 963320106 90,471 698,458 SH   SOLE   494,308 0 204,150
Aon PLC COMMON G0403H108 221 1,150 SH   SOLE   1,150 0 0
Eaton Corporation PLC COMMON G29183103 83,490 954,384 SH   SOLE   676,234 0 278,150
Aptiv PLC COMMON G6095L109 67,210 862,549 SH   SOLE   607,499 0 255,050
Sensata Technologies Holdings plc COMMON G8060N102 83,794 2,250,720 SH   SOLE   1,591,020 0 659,700
Perrigo Company plc COMMON G97822103 132,038 2,388,971 SH   SOLE   1,710,071 0 678,900
Chubb Limited COMMON H1467J104 83,217 657,217 SH   SOLE   463,267 0 193,950
NXP Semiconductors NV COMMON N6596X109 71,737 629,055 SH   SOLE   441,305 0 187,750