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 114,776 183,263 SH   SOLE   143,543 0 39,720
Alphabet Inc. Cl A COMMON 02079K305 66,974 32,472 SH   SOLE   25,467 0 7,005
Anthem, Inc. COMMON 036752103 79,754 222,186 SH   SOLE   173,966 0 48,220
Bank of America Corporation COMMON 060505104 128,969 3,333,385 SH   SOLE   2,602,485 0 730,900
Berkshire Hathaway, Inc. Cl B COMMON 084670702 130,492 510,790 SH   SOLE   398,650 0 112,140
The Blackstone Group Inc. COMMON 09260D107 74,896 1,004,912 SH   SOLE   781,362 0 223,550
Booking Holdings Inc. COMMON 09857L108 68,851 29,552 SH   SOLE   23,102 0 6,450
CIGNA Corporation COMMON 125523100 131,118 542,394 SH   SOLE   426,694 0 115,700
Cabot Oil & Gas Corporatio COMMON 127097103 76,248 4,060,058 SH   SOLE   3,182,458 0 877,600
Capital One Financial Corp COMMON 14040H105 114,859 902,766 SH   SOLE   710,166 0 192,600
CitiGroup, Inc. COMMON 172967424 71,363 980,935 SH   SOLE   766,185 0 214,750
Comcast Corporation Class A COMMON 20030N101 90,149 1,666,028 SH   SOLE   1,302,678 0 363,350
Conagra Brands, Inc. COMMON 205887102 91,732 2,439,674 SH   SOLE   1,911,124 0 528,550
Dentsply Sirona Inc. COMMON 24906P109 87,597 1,372,773 SH   SOLE   1,072,373 0 300,400
Elanco Animal Health Inc. COMMON 28414H103 68,579 2,328,662 SH   SOLE   1,819,512 0 509,150
EOG Resources, Inc. COMMON 26875P101 92,622 1,277,012 SH   SOLE   994,612 0 282,400
Fiserv, Inc. COMMON 337738108 107,764 905,278 SH   SOLE   707,078 0 198,200
International Paper Company COMMON 460146103 84,630 1,565,194 SH   SOLE   1,211,544 0 353,650
Lennar Corporation COMMON 526057104 78,104 771,547 SH   SOLE   603,847 0 167,700
Magna International Inc. COMMON 559222401 100,426 1,140,691 SH   SOLE   897,541 0 243,150
Merck & Co. Inc. COMMON 58933Y105 97,025 1,258,593 SH   SOLE   981,843 0 276,750
Morgan Stanley COMMON 617446448 101,068 1,301,417 SH   SOLE   1,013,167 0 288,250
Oracle Corporation COMMON 68389X105 127,490 1,816,870 SH   SOLE   1,412,970 0 403,900
Pfizer Inc. COMMON 717081103 79,066 2,182,333 SH   SOLE   1,716,783 0 465,550
SVB Financial Group COMMON 78486Q101 62,807 127,227 SH   SOLE   99,367 0 27,860
Henry Schein Inc. COMMON 806407102 93,900 1,356,150 SH   SOLE   1,058,950 0 297,200
UnitedHealth Group Inc. COMMON 91324P102 63,003 169,332 SH   SOLE   133,142 0 36,190
Verizon Communications Inc COMMON 92343V104 75,012 1,289,975 SH   SOLE   1,006,625 0 283,350
Vistra Corp. COMMON 92840M102 114,870 6,497,168 SH   SOLE   5,071,118 0 1,426,050
Vontier Corporation COMMON 928881101 67,584 2,232,694 SH   SOLE   1,749,194 0 483,500
Wabtec Corporation COMMON 929740108 74,469 940,744 SH   SOLE   746,244 0 194,500
Whirlpool Corporation COMMON 963320106 72,862 330,665 SH   SOLE   255,065 0 75,600
Eaton Corporation PLC COMMON G29183103 68,115 492,584 SH   SOLE   381,884 0 110,700
Sensata Technologies Holdings plc COMMON G8060N102 94,750 1,635,036 SH   SOLE   1,295,086 0 339,950
Perrigo Company plc COMMON G97822103 96,303 2,379,620 SH   SOLE   1,915,220 0 464,400
Chubb Limited COMMON H1467J104 74,059 468,814 SH   SOLE   366,614 0 102,200
NXP Semiconductors NV COMMON N6596X109 77,898 386,897 SH   SOLE   301,447 0 85,450
Flex Ltd. COMMON Y2573F102 123,898 6,766,664 SH   SOLE   5,417,264 0 1,349,400