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
American Express Co. COM 025816109 93,955 574,300 SH   SOLE   574,300 0 0
Anthem, Inc. COM 036752103 253,510 546,900 SH   SOLE   546,900 0 0
Bank of America Corporation COM 060505104 80,220 1,803,100 SH   SOLE   1,803,100 0 0
Cigna Corporation COM 125523100 121,291 528,200 SH   SOLE   528,200 0 0
CVS Health Corporation COM 126650100 134,737 1,306,100 SH   SOLE   1,306,100 0 0
FedEx Corporation COM 31428X106 119,130 460,600 SH   SOLE   460,600 0 0
Johnson & Johnson COM 478160104 252,876 1,478,200 SH   SOLE   1,478,200 0 0
JPMorgan Chase & Co. COM 46625H100 75,976 479,800 SH   SOLE   479,800 0 0
L3Harris Technologies, Inc. COM 502431109 100,436 471,000 SH   SOLE   471,000 0 0
Lockheed Martin Corp. COM 539830109 98,377 276,800 SH   SOLE   276,800 0 0
Lowe's Companies, Inc. COM 548661107 81,731 316,200 SH   SOLE   316,200 0 0
McDonald's Corp. COM 580135101 147,653 550,800 SH   SOLE   550,800 0 0
Microsoft Corp. COM 594918104 250,895 746,000 SH   SOLE   746,000 0 0
Morgan Stanley COM 617446448 201,257 2,050,300 SH   SOLE   2,050,300 0 0
Northrop Grumman Corp. COM 666807102 132,726 342,900 SH   SOLE   342,900 0 0
PepsiCo, Inc. COM 713448108 117,654 677,300 SH   SOLE   677,300 0 0
Raytheon Technologies Corp. COM 75513E101 85,483 993,300 SH   SOLE   993,300 0 0
Target Corp. COM 87612E106 164,693 711,600 SH   SOLE   711,600 0 0
The Coca-Cola Co. COM 191216100 73,296 1,237,900 SH   SOLE   1,237,900 0 0
The Goldman Sachs Group, Inc. COM 38141G104 122,263 319,600 SH   SOLE   319,600 0 0
The Home Depot, Inc. COM 437076102 117,780 283,800 SH   SOLE   283,800 0 0
The TJX Companies, Inc. COM 872540109 92,926 1,224,000 SH   SOLE   1,224,000 0 0
UnitedHealth Group Inc. COM 91324P102 265,732 529,200 SH   SOLE   529,200 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102 84,939 668,600 SH   SOLE   668,600 0 0