The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AFLAC INC | OM | 001055102 | 186,958 | 3,326,692 | SH | DFND | 1 | 2,028,119 | 0 | 1,298,573 | |
| ALPHABET INC | AP STK CL A | 02079K305 | 245,931 | 2,571,156 | SH | DFND | 1 | 1,581,783 | 0 | 989,373 | |
| CVS HEALTH CORP | OM | 126650100 | 51 | 540 | SH | DFND | 1 | 0 | 0 | 540 | |
| GENERAL MTRS CO | OM | 37045V100 | 29 | 900 | SH | DFND | 1 | 0 | 0 | 900 | |
| GENTEX CORP | OM | 371901109 | 124,909 | 5,239,429 | SH | DFND | 1 | 3,264,985 | 0 | 1,974,444 | |
| GOLDMAN SACHS GROUP INC | OM | 38141G104 | 205,761 | 702,132 | SH | DFND | 1 | 456,737 | 0 | 245,395 | |
| INTEL CORP | OM | 458140100 | 143,189 | 5,556,433 | SH | DFND | 1 | 3,224,303 | 0 | 2,332,130 | |
| UNION PAC CORP | OM | 907818108 | 232,770 | 1,194,795 | SH | DFND | 1 | 743,313 | 0 | 451,482 | |
| PACKAGING CORP AMER | OM | 695156109 | 207,625 | 1,848,996 | SH | DFND | 1 | 1,137,856 | 0 | 711,140 | |
| AMERICAN EXPRESS CO | OM | 025816109 | 186,997 | 1,386,080 | SH | DFND | 1 | 847,043 | 0 | 539,037 | |
| TRACTOR SUPPLY CO | OM | 892356106 | 150,523 | 809,777 | SH | DFND | 1 | 511,020 | 0 | 298,757 | |
| LOWES COS INC | OM | 548661107 | 335,693 | 1,787,394 | SH | DFND | 1 | 1,115,323 | 0 | 672,071 | |
| PARKER-HANNIFIN CORP | OM | 701094104 | 168,018 | 693,403 | SH | DFND | 1 | 433,878 | 0 | 259,525 | |
| PROGRESSIVE CORP | OM | 743315103 | 72 | 620 | SH | DFND | 1 | 0 | 0 | 620 | |
| TERADYNE INC | OM | 880770102 | 51,633 | 687,054 | SH | DFND | 1 | 430,403 | 0 | 256,651 | |
| VISA INC | OM CL A | 92826C839 | 53 | 300 | SH | DFND | 1 | 0 | 0 | 300 | |
| MODERNA INC | OM | 60770K107 | 50 | 420 | SH | DFND | 1 | 0 | 0 | 420 | |
| LENNAR CORP | L A | 526057104 | 113,444 | 1,521,741 | SH | DFND | 1 | 957,003 | 0 | 564,738 | |
| EBAY INC. | OM | 278642103 | 213,263 | 5,793,620 | SH | DFND | 1 | 3,615,971 | 0 | 2,177,649 | |
| SERVICE CORP INTL | OM | 817565104 | 81,495 | 1,411,413 | SH | DFND | 1 | 855,166 | 0 | 556,247 | |
| LAM RESEARCH CORP | OM | 512807108 | 124,793 | 340,962 | SH | DFND | 1 | 213,005 | 0 | 127,957 | |
| META PLATFORMS INC | L A | 30303M102 | 292,607 | 2,156,590 | SH | DFND | 1 | 1,345,752 | 0 | 810,838 | |
| KLA CORP | OM NEW | 482480100 | 160,345 | 529,831 | SH | DFND | 1 | 331,042 | 0 | 198,789 | |
| MICRON TECHNOLOGY INC | OM | 595112103 | 156,959 | 3,132,941 | SH | DFND | 1 | 1,878,459 | 0 | 1,254,482 | |
| ACTIVISION BLIZZARD INC | OM | 00507V109 | 112,817 | 1,517,566 | SH | DFND | 1 | 948,726 | 0 | 568,840 | |
| BARRICK GOLD CORP | OM | 067901108 | 175,865 | 11,346,166 | SH | DFND | 1 | 7,157,727 | 0 | 4,188,439 | |
| NEWMONT CORP | OM | 651639106 | 22,454 | 534,236 | SH | DFND | 1 | 286,291 | 0 | 247,945 | |
| IAC INC | OM NEW | 44891N208 | 28 | 500 | SH | DFND | 1 | 0 | 0 | 500 | |