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
ALLSTATE CORP COM 020002101   34,550,646 199,703 SH   SOLE 0 0 0 199,703
COSTCO WHSL CORP NEW COM 22160K105   9,341,033 12,750 SH   SOLE 0 0 0 12,750
FEDEX CORP COM 31428X106   26,888,351 92,802 SH   SOLE 0 0 0 92,802
GENERAL MTRS CO COM 37045V100   31,557,437 695,864 SH   SOLE 0 0 0 695,864
JPMORGAN CHASE & CO COM 46625H100   36,023,333 179,847 SH   SOLE 0 0 0 179,847
LEIDOS HOLDINGS INC COM 525327102   288,005 2,197 SH   SOLE 0 0 0 2,197
MEDICAL PPTYS TRUST INC COM 58463J304   16,165,882 3,439,549 SH   SOLE 0 0 0 3,439,549
MICROSOFT CORP COM 594918104   46,891,768 111,456 SH   SOLE 0 0 0 111,456
MOHAWK INDS INC COM 608190104   16,924,470 129,303 SH   SOLE 0 0 0 129,303
MOLSON COORS BEVERAGE CO CL B 60871R209   34,258,228 509,416 SH   SOLE 0 0 0 509,416
NVIDIA CORPORATION COM 67066G104   271,068 300 SH   SOLE 0 0 0 300
PARAMOUNT GLOBAL CLASS B COM 92556H206   12,165,255 1,033,582 SH   SOLE 0 0 0 1,033,582
PAYPAL HLDGS INC COM 70450Y103   22,830,259 340,801 SH   SOLE 0 0 0 340,801
PFIZER INC COM 717081103   17,256,227 621,846 SH   SOLE 0 0 0 621,846
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   18,257,749 2,597,119 SH   SOLE 0 0 0 2,597,119
SCHWAB CHARLES CORP COM 808513105   838,546 11,592 SH   SOLE 0 0 0 11,592
SCIENCE APPLICATIONS INTL CO COM 808625107   268,473 2,059 SH   SOLE 0 0 0 2,059
TAPESTRY INC COM 876030107   34,952,312 736,148 SH   SOLE 0 0 0 736,148
THE CIGNA GROUP COM 125523100   34,552,845 95,137 SH   SOLE 0 0 0 95,137
TYSON FOODS INC CL A 902494103   376,964 6,419 SH   SOLE 0 0 0 6,419
VALERO ENERGY CORP COM 91913Y100   37,883,993 221,946 SH   SOLE 0 0 0 221,946
VICI PPTYS INC COM 925652109   23,363,742 784,281 SH   SOLE 0 0 0 784,281
WELLS FARGO CO NEW COM 949746101   34,828,591 600,907 SH   SOLE 0 0 0 600,907