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
ABBVIE INC COM 00287Y109   74,789,701 555,108 SH   SOLE   555,108 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   296,360,927 3,555,620 SH   SOLE   1,645,670 0 1,909,950
ALPHABET INC CAP STK CL C 02079K107   3,345,041,996 27,651,831 SH   SOLE   15,703,220 0 11,948,611
APPLE INC COM 037833100   3,391,339,863 17,483,837 SH   SOLE   9,912,655 0 7,571,182
APTIV PLC SHS G6095L109   85,943,854 841,844 SH   SOLE   841,844 0 0
BAIDU INC SPON ADR REP A 056752108   77,944,643 569,313 SH   SOLE   286,475 0 282,838
BANK AMERICA CORP COM 060505104   86,376,237 3,010,674 SH   SOLE   3,010,674 0 0
BOOKING HOLDINGS INC COM 09857L108   716,427,253 265,311 SH   SOLE   146,196 0 119,115
CITIGROUP INC COM NEW 172967424   527,893,765 11,465,981 SH   SOLE   6,671,151 0 4,794,830
D R HORTON INC COM 23331A109   553,837,353 4,551,215 SH   SOLE   2,442,966 0 2,108,249
ELEVANCE HEALTH INC COM 036752103   1,867,778,721 4,203,963 SH   SOLE   2,455,241 0 1,748,722
GENERAL DYNAMICS CORP COM 369550108   860,599,139 3,999,996 SH   SOLE   2,193,016 0 1,806,980
GENERAL MTRS CO COM 37045V100   5,670,248 147,050 SH   SOLE   147,050 0 0
HALLIBURTON CO COM 406216101   749,261,193 22,711,767 SH   SOLE   12,374,071 0 10,337,696
HCA HEALTHCARE INC COM 40412C101   3,319,970,141 10,939,667 SH   SOLE   6,424,574 0 4,515,093
HSBC HLDGS PLC SPON ADR NEW 404280406   2,919,994 73,700 SH   SOLE   73,700 0 0
ING GROEP N.V. SPONSORED ADR 456837103   3,092,739 229,602 SH   SOLE   229,602 0 0
JOHNSON & JOHNSON COM 478160104   629,524,533 3,803,314 SH   SOLE   2,058,820 0 1,744,494
JPMORGAN CHASE & CO COM 46625H100   1,123,923,233 7,727,745 SH   SOLE   4,516,097 0 3,211,648
KROGER CO COM 501044101   1,041,706,449 22,163,967 SH   SOLE   12,352,543 0 9,811,424
LAMB WESTON HLDGS INC COM 513272104   4,065,782 35,370 SH   SOLE   35,370 0 0
LEAR CORP COM NEW 521865204   79,871,220 556,400 SH   SOLE   556,400 0 0
LENNAR CORP CL A 526057104   269,334,297 2,149,344 SH   SOLE   1,231,098 0 918,246
MEDTRONIC PLC SHS G5960L103   1,080,252,158 12,261,659 SH   SOLE   6,882,994 0 5,378,665
MERITAGE HOMES CORP COM 59001A102   1,411,461 9,921 SH   SOLE   9,921 0 0
META PLATFORMS INC CL A 30303M102   4,103,713,270 14,299,649 SH   SOLE   8,176,056 0 6,123,593
MICRON TECHNOLOGY INC COM 595112103   1,389,984,181 22,024,785 SH   SOLE   12,989,299 0 9,035,486
MICROSOFT CORP COM 594918104   4,316,116,679 12,674,331 SH   SOLE   7,039,820 0 5,634,511
NATWEST GROUP PLC SPONS ADR 639057207   1,912,531 312,505 SH   SOLE   312,505 0 0
NORTHROP GRUMMAN CORP COM 666807102   998,875,217 2,191,477 SH   SOLE   1,245,830 0 945,647
NOVARTIS AG SPONSORED ADR 66987V109   108,247,166 1,072,710 SH   SOLE   1,072,710 0 0
NVIDIA CORPORATION COM 67066G104   19,205,108 45,400 SH   SOLE   45,400 0 0
PEPSICO INC COM 713448108   853,079,052 4,605,761 SH   SOLE   2,849,637 0 1,756,124
PROCTER AND GAMBLE CO COM 742718109   1,023,827,867 6,747,251 SH   SOLE   3,773,499 0 2,973,752
RAYTHEON TECHNOLOGIES CORP COM 75513E101   814,438,460 8,313,990 SH   SOLE   4,969,230 0 3,344,760
SCHLUMBERGER LTD COM STK 806857108   293,294,832 5,970,986 SH   SOLE   3,225,609 0 2,745,377
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   929,557,091 15,024,359 SH   SOLE   9,733,848 0 5,290,511
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100   3,600,033 138,144 SH   SOLE   132,644 0 5,500
SPDR S&P 500 ETF TR TR UNIT 78462F103   172,828,666 389,886 SH   SOLE   389,886 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209   1,186,482 137,963 SH   SOLE   137,963 0 0
SUNCOR ENERGY INC NEW COM 867224107   1,635,148,399 55,769,045 SH   SOLE   30,546,581 0 25,222,464
SYNCHRONY FINANCIAL COM 87165B103   1,155,654 34,070 SH   SOLE   34,070 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,339,010,390 42,994,554 SH   SOLE   23,558,199 0 19,436,355
THE CIGNA GROUP COM 125523100   2,139,193,384 7,623,640 SH   SOLE   4,474,205 0 3,149,435
TRUIST FINL CORP COM 89832Q109   65,962,204 2,173,384 SH   SOLE   2,173,384 0 0
UNILEVER PLC SPON ADR NEW 904767704   7,082,382 135,860 SH   SOLE   135,860 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,597,715,008 5,404,700 SH   SOLE   3,058,439 0 2,346,261
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   814,776,637 14,974,759 SH   SOLE   3,889,884 0 11,084,875
WELLS FARGO CO NEW COM 949746101   1,042,622,678 24,428,835 SH   SOLE   14,202,338 0 10,226,497