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
ACTIVISION BLIZZARD INC COM 00507V109   21,671,458 283,102 SH   SOLE 0 0 0 283,102
ALLSTATE CORP COM 020002101   25,706,308 189,575 SH   SOLE 0 0 0 189,575
AT&T INC COM 00206R102   17,943,092 974,638 SH   SOLE 0 0 0 974,638
CIGNA CORP NEW COM 125523100   30,262,503 91,334 SH   SOLE 0 0 0 91,334
COSTCO WHSL CORP NEW COM 22160K105   7,863,213 17,225 SH   SOLE 0 0 0 17,225
FEDEX CORP COM 31428X106   14,894,658 85,997 SH   SOLE 0 0 0 85,997
GENERAL MTRS CO COM 37045V100   17,364,882 516,197 SH   SOLE 0 0 0 516,197
INTEL CORP COM 458140100   12,831,839 485,503 SH   SOLE 0 0 0 485,503
JPMORGAN CHASE & CO COM 46625H100   24,267,718 180,967 SH   SOLE 0 0 0 180,967
LEIDOS HOLDINGS INC COM 525327102   241,621 2,297 SH   SOLE 0 0 0 2,297
LOWES COS INC COM 548661107   1,071,712 5,379 SH   SOLE 0 0 0 5,379
MEDICAL PPTYS TRUST INC COM 58463J304   10,236,990 918,940 SH   SOLE 0 0 0 918,940
MICROSOFT CORP COM 594918104   501,352 16,600 SH Put SOLE 0 0 0 16,600
MICROSOFT CORP COM 594918104   30,708,389 128,048 SH   SOLE 0 0 0 128,048
MOHAWK INDS INC COM 608190104   11,517,127 112,670 SH   SOLE 0 0 0 112,670
MOLSON COORS BEVERAGE CO CL B 60871R209   25,897,661 502,672 SH   SOLE 0 0 0 502,672
PARAMOUNT GLOBAL CLASS B COM 92556H206   12,229,020 724,468 SH   SOLE 0 0 0 724,468
SCIENCE APPLICATIONS INTL CO COM 808625107   239,498 2,159 SH   SOLE 0 0 0 2,159
SYNCHRONY FINANCIAL COM 87165B103   20,485,136 623,406 SH   SOLE 0 0 0 623,406
TAPESTRY INC COM 876030107   33,969,422 892,054 SH   SOLE 0 0 0 892,054
TYSON FOODS INC CL A 902494103   18,096,539 290,707 SH   SOLE 0 0 0 290,707
VALERO ENERGY CORP COM 91913Y100   28,867,417 227,553 SH   SOLE 0 0 0 227,553
VICI PPTYS INC COM 925652109   22,591,775 697,277 SH   SOLE 0 0 0 697,277
WARNER BROS DISCOVERY INC COM SER A 934423104   7,258,912 765,708 SH   SOLE 0 0 0 765,708
WELLS FARGO CO NEW COM 949746101   23,629,465 572,281 SH   SOLE 0 0 0 572,281
WILLDAN GROUP INC COM 96924N100   267,750 15,000 SH   SOLE 0 0 0 15,000