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
APPLE INC COM 037833100 9,792 52,899 SH   SOLE   45,266 0 7,633
APPLIED MATLS INC COM 038222105 7,288 157,778 SH   SOLE   128,618 0 29,160
CISCO SYS INC COM 17275R102 8,620 200,315 SH   SOLE   176,475 0 23,840
COMCAST CORP NEW CL A 20030N101 4,705 143,400 SH   SOLE   119,370 0 24,030
DXC TECHNOLOGY CO COM 23355L106 1,483 18,402 SH   SOLE   15,376 0 3,026
EAGLE MATERIALS INC COM 26969P108 4,271 40,690 SH   SOLE   32,615 0 8,075
FORD MTR CO DEL COM PAR $0.01 345370860 4,908 443,365 SH   SOLE   361,335 0 82,030
GATX CORP COM 361448103 7,877 106,111 SH   SOLE   90,101 0 16,010
HARLEY DAVIDSON INC COM 412822108 4,055 96,367 SH   SOLE   83,347 0 13,020
HEWLETT PACKARD ENTERPRISE C COM 42824C109 4,875 333,693 SH   SOLE   277,093 0 56,600
HP INC COM 40434L105 4,387 193,343 SH   SOLE   169,003 0 24,340
INTEL CORP COM 458140100 8,148 163,909 SH   SOLE   138,549 0 25,360
MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 505 29,250 SH   SOLE   22,240 0 7,010
MICROSOFT CORP COM 594918104 8,976 91,021 SH   SOLE   75,111 0 15,910
THOR INDS INC COM 885160101 5,477 56,241 SH   SOLE   48,361 0 7,880
U S G CORP COM NEW 903293405 18,657 432,684 SH   SOLE   361,652 0 71,032
WELLS FARGO CO NEW COM 949746101 6,470 116,701 SH   SOLE   97,811 0 18,890