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
Estimated average burden
hours per response: 23.8
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
ALLSTATE CORP COM 020002101   34,087,844 213,503 SH   SOLE 0 0 0 213,503
COSTCO WHSL CORP NEW COM 22160K105   10,811,873 12,720 SH   SOLE 0 0 0 12,720
FEDEX CORP COM 31428X106   31,775,831 105,976 SH   SOLE 0 0 0 105,976
GENERAL MTRS CO COM 37045V100   31,855,721 685,659 SH   SOLE 0 0 0 685,659
JPMORGAN CHASE & CO. COM 46625H100   31,024,351 153,388 SH   SOLE 0 0 0 153,388
LEIDOS HOLDINGS INC COM 525327102   320,498 2,197 SH   SOLE 0 0 0 2,197
MEDICAL PPTYS TRUST INC COM 58463J304   18,861,334 4,376,180 SH   SOLE 0 0 0 4,376,180
MICROSOFT CORP COM 594918104   49,792,912 111,406 SH   SOLE 0 0 0 111,406
MOHAWK INDS INC COM 608190104   21,623,674 190,366 SH   SOLE 0 0 0 190,366
MOLSON COORS BEVERAGE CO CL B 60871R209   27,157,132 534,274 SH   SOLE 0 0 0 534,274
PARAMOUNT GLOBAL CLASS B COM 92556H206   16,558,113 1,593,659 SH   SOLE 0 0 0 1,593,659
PAYPAL HLDGS INC COM 70450Y103   20,751,586 357,601 SH   SOLE 0 0 0 357,601
PFIZER INC COM 717081103   23,034,927 823,264 SH   SOLE 0 0 0 823,264
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   28,273,553 3,899,800 SH   SOLE 0 0 0 3,899,800
SCIENCE APPLICATIONS INTL CO COM 808625107   242,035 2,059 SH   SOLE 0 0 0 2,059
TAPESTRY INC COM 876030107   32,517,016 759,921 SH   SOLE 0 0 0 759,921
THE CIGNA GROUP COM 125523100   34,404,281 104,076 SH   SOLE 0 0 0 104,076
VALERO ENERGY CORP COM 91913Y100   1,645,929 10,500 SH   SOLE 0 0 0 10,500
VICI PPTYS INC COM 925652109   26,161,058 913,445 SH   SOLE 0 0 0 913,445
WELLS FARGO CO NEW COM 949746101   35,196,738 592,637 SH   SOLE 0 0 0 592,637