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
Analog Devices, Inc. COMMON 032654105   66,665,735 342,209 SH   SOLE   247,109 0 95,100
Elevance Health, Inc. COMMON 036752103   52,153,871 117,387 SH   SOLE   85,137 0 32,250
Applied Materials, Inc. COMMON 038222105   56,659,825 392,001 SH   SOLE   283,031 0 108,970
Avantor, Inc. COMMON 05352A100   68,801,031 3,349,612 SH   SOLE   2,419,957 0 929,655
Baker Hughes Company COMMON 05722G100   66,860,934 2,115,183 SH   SOLE   1,516,958 0 598,225
Berkshire Hathaway, Inc. Cl B COMMON 084670702   93,196,664 273,304 SH   SOLE   197,849 0 75,455
Boeing Company COMMON 097023105   71,705,290 339,578 SH   SOLE   242,208 0 97,370
Capital One Financial Corp COMMON 14040H105   95,133,964 869,836 SH   SOLE   631,626 0 238,210
Cardinal Health, Inc. COMMON 14149Y108   57,391,791 606,871 SH   SOLE   438,001 0 168,870
Centene Corporation COMMON 15135B101   69,285,854 1,027,218 SH   SOLE   742,338 0 284,880
Cisco Systems, Inc. COMMON 17275R102   68,436,550 1,322,701 SH   SOLE   953,401 0 369,300
Cleveland-Cliffs Inc. COMMON 185899101   70,300,893 4,194,564 SH   SOLE   3,013,289 0 1,181,275
Conagra Brands, Inc. COMMON 205887102   54,452,439 1,614,841 SH   SOLE   1,171,476 0 443,365
Constellation Energy Corporation COMMON 21037T109   83,363,416 910,578 SH   SOLE   655,498 0 255,080
FedEx Corporation COMMON 31428X106   80,457,681 324,557 SH   SOLE   233,992 0 90,565
Fidelity National Information Services COMMON 31620M106   57,484,230 1,050,900 SH   SOLE   757,890 0 293,010
GE HealthCare Technologies COMMON 36266G107   80,664,740 992,919 SH   SOLE   720,724 0 272,195
General Motors Company COMMON 37045V100   79,178,410 2,053,382 SH   SOLE   1,491,342 0 562,040
Hologic Inc. COMMON 436440101   52,326,619 646,247 SH   SOLE   466,827 0 179,420
Huntington Ingalls Industries, Inc. COMMON 446413106   83,404,020 366,450 SH   SOLE   264,315 0 102,135
Kinder Morgan, Inc. COMMON 49456B101   69,294,141 4,024,050 SH   SOLE   2,900,635 0 1,123,415
The Kraft Heinz Company COMMON 500754106   52,781,436 1,486,801 SH   SOLE   1,074,151 0 412,650
Lennar Corporation COMMON 526057104   56,049,534 447,287 SH   SOLE   322,797 0 124,490
Merck & Co. Inc. COMMON 58933Y105   86,628,466 750,745 SH   SOLE   541,550 0 209,195
Micron Technology, Inc. COMMON 595112103   51,823,407 821,160 SH   SOLE   593,720 0 227,440
Oracle Corporation COMMON 68389X105   67,550,706 567,224 SH   SOLE   409,414 0 157,810
Organon & Company COMMON 68622V106   78,646,297 3,779,255 SH   SOLE   2,735,070 0 1,044,185
PVH Corp. COMMON 693656100   88,927,053 1,046,570 SH   SOLE   756,240 0 290,330
PACCAR Inc. COMMON 693718108   62,234,262 743,984 SH   SOLE   535,767 0 208,217
Pfizer Inc. COMMON 717081103   65,750,624 1,792,547 SH   SOLE   1,299,857 0 492,690
Robert Half International, Inc. COMMON 770323103   53,822,693 715,537 SH   SOLE   520,377 0 195,160
Roche Holdings LTD - Spons ADR COMMON 771195104   54,916,817 1,437,613 SH   SOLE   1,042,623 0 394,990
TotalEnergies SE ADR COMMON 89151E109   68,693,623 1,191,770 SH   SOLE   857,070 0 334,700
Vistra Corp. COMMON 92840M102   115,427,314 4,397,231 SH   SOLE   3,183,391 0 1,213,840
Wells Fargo & Company COMMON 949746101   98,723,108 2,313,100 SH   SOLE   1,674,990 0 638,110
NXP Semiconductors NV COMMON N6596X109   105,361,281 514,761 SH   SOLE   373,386 0 141,375
Flex Ltd. COMMON Y2573F102   128,731,586 4,657,438 SH   SOLE   3,364,738 0 1,292,700