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   94,181,136 582,768 SH   SOLE   582,768 0 0
ALPHABET INC CAP STK CL C 02079K107   2,889,943,908 32,570,088 SH   SOLE   18,109,070 0 14,461,018
APPLE INC COM 037833100   2,125,793,825 16,361,070 SH   SOLE   9,746,925 0 6,614,145
APPLIED MATLS INC COM 038222105   14,438,825 148,273 SH   SOLE   84,273 0 64,000
APTIV PLC SHS G6095L109   82,251,857 883,194 SH   SOLE   883,194 0 0
BAIDU INC SPON ADR REP A 056752108   50,260,516 439,417 SH   SOLE   255,745 0 183,672
BANK AMERICA CORP COM 060505104   115,554,686 3,488,970 SH   SOLE   3,488,970 0 0
BOOKING HOLDINGS INC COM 09857L108   491,210,393 243,743 SH   SOLE   143,476 0 100,267
CIGNA CORP NEW COM 125523100   2,337,836,632 7,055,703 SH   SOLE   4,179,342 0 2,876,361
CITIGROUP INC COM NEW 172967424   490,487,599 10,844,298 SH   SOLE   6,686,882 0 4,157,416
D R HORTON INC COM 23331A109   482,543,345 5,413,320 SH   SOLE   3,048,195 0 2,365,125
ELEVANCE HEALTH INC COM 036752103   1,991,235,148 3,881,777 SH   SOLE   2,404,801 0 1,476,976
GENERAL MTRS CO COM 37045V100   40,137,230 1,193,140 SH   SOLE   1,193,140 0 0
HALLIBURTON CO COM 406216101   827,945,170 21,040,538 SH   SOLE   12,203,991 0 8,836,547
HCA HEALTHCARE INC COM 40412C101   2,577,062,658 10,739,551 SH   SOLE   6,399,944 0 4,339,607
ING GROEP N.V. SPONSORED ADR 456837103   2,811,158 232,502 SH   SOLE   232,502 0 0
JOHNSON & JOHNSON COM 478160104   629,607,274 3,564,151 SH   SOLE   2,015,090 0 1,549,061
JPMORGAN CHASE & CO COM 46625H100   1,156,026,215 8,620,628 SH   SOLE   5,550,424 0 3,070,204
LAM RESEARCH CORP COM 512807108   271,175,038 645,194 SH   SOLE   366,927 0 278,267
LAMB WESTON HLDGS INC COM 513272104   3,191,939 35,720 SH   SOLE   35,720 0 0
LEAR CORP COM NEW 521865204   72,379,312 583,610 SH   SOLE   583,610 0 0
LENNAR CORP CL A 526057104   268,294,852 2,964,584 SH   SOLE   1,887,608 0 1,076,976
MEDTRONIC PLC SHS G5960L103   983,821,884 12,658,542 SH   SOLE   7,502,847 0 5,155,695
MERITAGE HOMES CORP COM 59001A102   914,716 9,921 SH   SOLE   9,921 0 0
META PLATFORMS INC CL A 30303M102   1,341,425,046 11,146,959 SH   SOLE   6,625,186 0 4,521,773
MICRON TECHNOLOGY INC COM 595112103   2,051,060,398 41,037,623 SH   SOLE   23,191,666 0 17,845,957
MICROSOFT CORP COM 594918104   2,379,062,364 9,920,200 SH   SOLE   5,912,008 0 4,008,192
NATWEST GROUP PLC SPONS ADR 639057207   2,044,622 316,505 SH   SOLE   316,505 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,622,431,898 2,973,611 SH   SOLE   1,730,195 0 1,243,416
NOVARTIS AG SPONSORED ADR 66987V109   102,500,899 1,129,860 SH   SOLE   1,129,860 0 0
NVIDIA CORPORATION COM 67066G104   14,833,210 101,500 SH   SOLE   101,500 0 0
PEPSICO INC COM 713448108   1,113,938,359 6,165,938 SH   SOLE   3,789,214 0 2,376,724
PROCTER AND GAMBLE CO COM 742718109   1,181,950,815 7,798,567 SH   SOLE   4,508,459 0 3,290,108
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   574,802,603 10,925,729 SH   SOLE   6,683,861 0 4,241,868
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100   4,086,271 146,304 SH   SOLE   140,804 0 5,500
SPDR S&P 500 ETF TR TR UNIT 78462F103   539,676,038 1,411,176 SH   SOLE   1,411,176 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209   1,107,265 138,063 SH   SOLE   138,063 0 0
SUNCOR ENERGY INC NEW COM 867224107   1,064,550,004 33,550,268 SH   SOLE   19,682,811 0 13,867,457
SYNCHRONY FINANCIAL COM 87165B103   1,126,112 34,270 SH   SOLE   34,270 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,147,467,684 42,253,560 SH   SOLE   23,467,867 0 18,785,693
TRUIST FINL CORP COM 89832Q109   131,929,205 3,065,982 SH   SOLE   3,065,982 0 0
UNILEVER PLC SPON ADR NEW 904767704   6,785,670 134,770 SH   SOLE   134,770 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,740,979,703 5,169,904 SH   SOLE   2,956,769 0 2,213,135
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,091,213,968 21,763,342 SH   SOLE   6,393,094 0 15,370,248
WELLS FARGO CO NEW COM 949746101   1,018,770,632 24,673,544 SH   SOLE   15,185,121 0 9,488,423
WESTERN DIGITAL CORP. COM 958102105   18,010,917 570,869 SH   SOLE   327,064 0 243,805