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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 1,257 11,620 SH   SOLE   0 0 11,620
ACCENTURE PLC SHS CLASS A G1151C101 3,687 13,350 SH   SOLE   0 0 13,350
AGILENT TECHN INC COM 00846U101 5,737 45,125 SH   SOLE   0 0 45,125
ALLISON TRANSMISSION COM 01973R101 473 11,600 SH   SOLE   0 0 11,600
AMAZON COM INC COM 023135106 49 16 SH   SOLE   0 0 16
AMERN INTL GROUP INC COM 026874784 1,233 26,685 SH   SOLE   0 0 26,685
AMGEN INC COM 031162100 3,189 12,820 SH   SOLE   0 0 12,820
AON PLC COM G0403H108 5,689 24,727 SH   SOLE   0 0 24,727
APPLE INC COM 037833100 9,784 80,102 SH   SOLE   0 0 80,102
ARMSTRONG WORLD INDS COM 04247X102 2,272 25,230 SH   SOLE   0 0 25,230
BALL CORP COM 058498106 6,043 71,324 SH   SOLE   0 0 71,324
BANK OF AMERICA CORP COM 060505104 2,356 60,909 SH   SOLE   0 0 60,909
CARRIER GLOBAL CORP COM 14448C104 333 7,910 SH   SOLE   0 0 7,910
CHEVRON CORP COM 166764100 1,056 10,082 SH   SOLE   0 0 10,082
COMERICA INC COM 200340107 2,690 37,500 SH   SOLE   0 0 37,500
CONSTELLATION BRANDS CL A 21036P108 3,579 15,700 SH   SOLE   0 0 15,700
CORTEVA INC COM 22052L104 3,883 83,309 SH   SOLE   0 0 83,309
CVS HEALTH CORP COM 126650100 2,964 39,400 SH   SOLE   0 0 39,400
DEERE & CO COM 244199105 6,416 17,150 SH   SOLE   0 0 17,150
DIAGEO P L C SPON ADR NEW 25243Q205 4,326 26,349 SH   SOLE   0 0 26,349
DOW INC COM 260557103 3,392 53,058 SH   SOLE   0 0 53,058
DUPONT DE NEMOURS COM 26614N102 2,052 26,559 SH   SOLE   0 0 26,559
EASTMAN CHEM CO COM 277432100 2,363 21,466 SH   SOLE   0 0 21,466
EATON CORPORATION COM G29183103 2,364 17,100 SH   SOLE   0 0 17,100
EBAY INC COM 278642103 4,291 70,083 SH   SOLE   0 0 70,083
FEDEX CORP COM 31428X106 2,130 7,500 SH   SOLE   0 0 7,500
GALLAGHER ARTHR J&CO COM 363576109 5,445 43,641 SH   SOLE   0 0 43,641
GRAPHIC PACKGNG HLD COM 388689101 2,545 140,191 SH   SOLE   0 0 140,191
INTERNATIONAL PAPER COM 460146103 1,760 32,567 SH   SOLE   0 0 32,567
JPMORGAN CHASE & CO COM 46625H100 5,686 37,356 SH   SOLE   0 0 37,356
LAZARD LTD SHS A G54050102 2,333 53,641 SH   SOLE   0 0 53,641
LOWES CO COM 548661107 5,999 31,547 SH   SOLE   0 0 31,547
LYONDELLBASELL INDUS SHS-A- N53745100 3,999 38,440 SH   SOLE   0 0 38,440
MGM RESORTS INTL COM 552953101 2,891 76,100 SH   SOLE   0 0 76,100
MICROSOFT CORP COM 594918104 8,342 35,382 SH   SOLE   0 0 35,382
MORGAN STANLEY COM 617446448 3,453 44,469 SH   SOLE   0 0 44,469
OTIS WORLDWIDE CORP COM 68902V107 1,252 18,300 SH   SOLE   0 0 18,300
PACKAGING CORP AMER COM 695156109 1,775 13,200 SH   SOLE   0 0 13,200
PAYPAL HLDGS INC COM 70450Y103 7,229 29,772 SH   SOLE   0 0 29,772
PEOPLES UNITED FINL COM 712704105 520 29,094 SH   SOLE   0 0 29,094
PFIZER INC COM 717081103 2,143 59,153 SH   SOLE   0 0 59,153
RAYTHEON TECHNOLOGIES COM 75513E101 1,742 22,550 SH   SOLE   0 0 22,550
SEALED AIR CORP COM 81211K100 1,691 36,911 SH   SOLE   0 0 36,911
TEXTRON INC COM 883203101 459 8,200 SH   SOLE   0 0 8,200
T-MOBILE US INC COM 872590104 3,678 29,361 SH   SOLE   0 0 29,361
TRAVEL & LEISURE CO COM 894164102 305 5,000 SH   SOLE   0 0 5,000
TRAVELERS CO(THE) COM 89417E109 2,848 18,940 SH   SOLE   0 0 18,940
US BANCORP DEL COM 902973304 2,626 47,485 SH   SOLE   0 0 47,485
WALMART INC COM 931142103 3,274 24,104 SH   SOLE   0 0 24,104
WYNDHAM HOTELS & RES COM 98311A105 4,560 65,359 SH   SOLE   0 0 65,359