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 Comm 025816109 14,749,848 90,158 SH   SOLE   90,158 0 0
Alibaba Group Holding Ltd ADR Sponsored ADS 01609W102 5,265,247 44,324 SH   SOLE   44,324 0 0
Berry Global Group Inc Comm 08579W103 3,665,169 49,677 SH   SOLE   49,677 0 0
Baidu Inc SPON ADR REP A 056752108 6,664,155 44,789 SH   SOLE   44,789 0 0
ConocoPhillips Comm 20825C104 11,080,135 153,507 SH   SOLE   153,507 0 0
Walt Disney Co Comm 254687106 10,276,331 66,346 SH   SOLE   66,346 0 0
EOG Resources Inc Comm 26875P101 10,348,872 116,502 SH   SOLE   116,502 0 0
Freeport-McMoRan Inc Comm 35671D857 137,709 3,300 SH   SOLE   3,300 0 0
Fidelity National Financial Inc Comm 31620R303 15,596,393 298,896 SH   SOLE   298,896 0 0
General Electric Co Comm 369604301 7,838,270 82,971 SH   SOLE   82,971 0 0
General Motors Co Comm 37045V100 6,370,501 108,656 SH   SOLE   108,656 0 0
Canada Goose Holdings Inc Comm 135086106 6,153,108 166,031 SH   SOLE   166,031 0 0
Garmin Ltd Comm H2906T109 6,045,948 44,400 SH   SOLE   44,400 0 0
Lamb Weston Holdings Inc Comm 513272104 4,115,200 64,929 SH   SOLE   64,929 0 0
Envista Hldgs corp com Comm 29415F104 5,129,360 113,834 SH   SOLE   113,834 0 0
PulteGroup Inc Comm 745867101 3,920,375 68,586 SH   SOLE   68,586 0 0
Pioneer Natural Resources Co Comm 723787107 9,615,450 52,867 SH   SOLE   52,867 0 0
RH Com Comm 74967X103 10,819,556 20,188 SH   SOLE   20,188 0 0
Sony Group Corp Comm 835699307 17,055,657 134,934 SH   SOLE   134,934 0 0
Simon Property Group Inc Comm 828806109 16,733,351 104,734 SH   SOLE   104,734 0 0
Tencent Holdings Ltd ADR SPON ADS 88032Q109 6,839,756 117,320 SH   SOLE   117,320 0 0
Twitter Inc Comm 90184L102 6,144,630 142,171 SH   SOLE   142,171 0 0
Wells Fargo & Co Comm 949746101 15,167,533 316,122 SH   SOLE   316,122 0 0
Wyndham Hotels & Resorts Inc Comm 98311A105 8,556,375 95,442 SH   SOLE   95,442 0 0
Whirlpool Corp Comm 963320106 2,685,918 11,446 SH   SOLE   11,446 0 0
YETI Holdings Inc Comm 98585X104 7,429,022 89,690 SH   SOLE   89,690 0 0