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
ALLEGHANY CORP DEL COM 017175100 171,978 284,280 SH   SOLE   284,280 0 0
AMERICAN EXPRESS CO COM 025816109 187,971 2,038,515 SH   SOLE   2,038,515 0 0
ARROW ELECTRS INC COM 042735100 123,743 1,634,000 SH   SOLE   1,634,000 0 0
AUTONATION INC COM 05329W102 86,724 1,891,474 SH   SOLE   1,891,474 0 0
AUTOZONE COM 053332102 91,032 142,851 SH   SOLE   142,851 0 0
CITIGROUP INC COM NEW 172967424 284,893 4,173,651 SH   SOLE   4,173,651 0 0
CVS HEALTH CORP COM 126650100 205,206 3,272,295 SH   SOLE   3,272,295 0 0
FRANKLIN RES INC COM 354613101 248,297 7,279,300 SH   SOLE   7,279,300 0 0
GENERAL ELECTRIC CO COM 369604103 188,527 13,781,207 SH   SOLE   13,781,207 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 342,868 1,374,937 SH   SOLE   1,374,937 0 0
HARLEY DAVIDSON INC COM 412822108 190,652 4,467,000 SH   SOLE   4,467,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 82,404 710,500 SH   SOLE   710,500 0 0
INVESCO LTD SHS G491BT108 224,387 7,127,910 SH   SOLE   7,127,910 0 0
KT CORP SPONSORED ADR 48268K101 143,836 10,726,059 SH   SOLE   10,726,059 0 0
MCKESSON CORP COM 58155Q103 269,350 1,914,898 SH   SOLE   1,914,898 0 0
MORGAN STANLEY COM NEW 617446448 123,403 2,332,325 SH   SOLE   2,332,325 0 0
OMNICOM GROUP INC COM 681919106 135,118 1,860,099 SH   SOLE   1,860,099 0 0
EXXON MOBIL CORP COM 30231G102 95,032 1,305,200 SH   SOLE   1,305,200 0 0
SCHLUMBERGER LTD COM 806857108 182,700 2,890,373 SH   SOLE   2,890,373 0 0
INFOSYS LTD SPONSORED ADR 456788108 43,597 2,464,500 SH   SOLE   2,464,500 0 0
UNITED NAT FOODS INC COM 911163103 178,560 4,182,704 SH   SOLE   4,182,704 0 0
JOHNSON CTLS INTL PLC SHS G51502105 147,481 4,301,000 SH   SOLE   4,301,000 0 0
WILLIAMS SONOMA INC COM 969904101 61,899 1,194,047 SH   SOLE   1,194,047 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 85,454 2,648,100 SH   SOLE   2,648,100 0 0
BAKER HUGHES A GE CO CL A 05722G100 101,956 3,632,200 SH   SOLE   3,632,200 0 0
VIACOM INC NEW CL B 92553P201 119,302 3,914,100 SH   SOLE   3,914,100 0 0