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
ADVANCE AUTO PARTS INC COM 00751Y106 12,873 62,199 SH   SOLE   12,873 0 0
AIR PRODS & CHEMS INC COM 009158106 21,344 85,406 SH   SOLE   21,344 0 0
ALPHABET INC CAP STK CL A 02079K305 12,004 4,316 SH   SOLE   12,004 0 0
AMERCO COM 023586100 10,998 18,424 SH   SOLE   10,998 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 11,631 185,295 SH   SOLE   11,631 0 0
CHUBB LIMITED COM H1467J104 15,611 72,985 SH   SOLE   15,611 0 0
COMCAST CORP NEW CL A 20030N101 15,173 324,067 SH   SOLE   15,173 0 0
CORTEVA INC COM 22052L104 13,541 235,576 SH   SOLE   13,541 0 0
DEERE & CO COM 244199105 18,319 44,094 SH   SOLE   18,319 0 0
DOW INC COM 260557103 14,547 228,291 SH   SOLE   14,547 0 0
GENERAL DYNAMICS CORP COM 369550108 11,017 45,679 SH   SOLE   11,017 0 0
HUNT J B TRANS SVCS INC COM 445658107 15,402 76,706 SH   SOLE   15,402 0 0
META PLATFORMS INC CL A 30303M102 13,324 59,923 SH   SOLE   13,324 0 0
SYSCO CORP COM 871829107 11,601 142,084 SH   SOLE   11,601 0 0
T-MOBILE US INC COM 872590104 18,991 147,963 SH   SOLE   18,991 0 0
UNITED PARCEL SERVICE INC CL B 911312106 9,684 45,154 SH   SOLE   9,684 0 0