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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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 94,176 694,000 SH   SOLE   694,000 0 0
ALLEGHANY CORP DEL COM 017175100 134,474 233,880 SH   SOLE   233,880 0 0
AMERICAN EXPRESS CO COM 025816109 188,994 1,928,515 SH   SOLE   1,928,515 0 0
ARROW ELECTRS INC COM 042735100 119,966 1,593,600 SH   SOLE   1,593,600 0 0
AUTONATION INC COM 05329W102 83,523 1,719,295 SH   SOLE   1,719,295 0 0
AUTOZONE COM 053332102 93,293 139,051 SH   SOLE   139,051 0 0
BAKER HUGHES A GE CO CL A 05722G100 117,148 3,546,700 SH   SOLE   3,546,700 0 0
CITIGROUP INC COM NEW 172967424 272,482 4,071,751 SH   SOLE   4,071,751 0 0
CVS HEALTH CORP COM 126650100 205,688 3,196,395 SH   SOLE   3,196,395 0 0
EXXON MOBIL CORP COM 30231G102 172,717 2,087,725 SH   SOLE   2,087,725 0 0
FRANKLIN RES INC COM 354613101 257,653 8,039,100 SH   SOLE   8,039,100 0 0
GENERAL ELECTRIC CO COM 369604103 195,049 14,331,307 SH   SOLE   14,331,307 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 277,551 1,258,337 SH   SOLE   1,258,337 0 0
HARLEY DAVIDSON INC COM 412822108 188,103 4,470,132 SH   SOLE   4,470,132 0 0
INFOSYS LTD SPONSORED ADR 456788108 50,364 2,592,092 SH   SOLE   2,592,092 0 0
INVESCO LTD SHS G491BT108 195,615 7,365,010 SH   SOLE   7,365,010 0 0
JOHNSON CTLS INTL PLC SHS G51502105 177,691 5,312,126 SH   SOLE   5,312,126 0 0
KIMBERLY CLARK CORP COM 494368103 108,331 1,028,395 SH   SOLE   1,028,395 0 0
KT CORP SPONSORED ADR 48268K101 138,971 10,464,659 SH   SOLE   10,464,659 0 0
MCKESSON CORP COM 58155Q103 249,444 1,869,898 SH   SOLE   1,869,898 0 0
MORGAN STANLEY COM NEW 617446448 102,049 2,152,925 SH   SOLE   2,152,925 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 126,051 4,075,348 SH   SOLE   4,075,348 0 0
OMNICOM GROUP INC COM 681919106 138,605 1,817,299 SH   SOLE   1,817,299 0 0
PROCTER AND GAMBLE CO COM 742718109 25,487 326,500 SH   SOLE   326,500 0 0
SCHLUMBERGER LTD COM 806857108 190,001 2,834,573 SH   SOLE   2,834,573 0 0
UNITED NAT FOODS INC COM 911163103 174,147 4,082,204 SH   SOLE   4,082,204 0 0
VIACOM INC NEW CL B 92553P201 140,681 4,664,500 SH   SOLE   4,664,500 0 0
WELLS FARGO CO NEW COM 949746101 102,257 1,844,458 SH   SOLE   1,844,458 0 0
WILLIAMS SONOMA INC COM 969904101 53,361 869,347 SH   SOLE   869,347 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 70,095 628,993 SH   SOLE   628,993 0 0