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 11,414 57,670 SH   SOLE   48,339 0 9,331
APPLIED MATLS INC COM 038222105 11,660 259,628 SH   SOLE   214,537 0 45,091
CISCO SYS INC COM 17275R102 10,963 200,315 SH   SOLE   176,475 0 23,840
COMCAST CORP NEW CL A 20030N101 6,063 143,400 SH   SOLE   119,370 0 24,030
DXC TECHNOLOGY CO COM 23355L106 1,015 18,402 SH   SOLE   15,376 0 3,026
EAGLE MATERIALS INC COM 26969P108 3,772 40,690 SH   SOLE   32,615 0 8,075
FORD MTR CO DEL COM 345370860 4,536 443,365 SH   SOLE   361,335 0 82,030
GATX CORP COM 361448103 8,414 106,111 SH   SOLE   90,101 0 16,010
HARLEY DAVIDSON INC COM 412822108 3,453 96,367 SH   SOLE   83,347 0 13,020
HEWLETT PACKARD ENTERPRISE C COM 42824C109 4,989 333,693 SH   SOLE   277,093 0 56,600
HP INC COM 40434L105 6,598 317,363 SH   SOLE   266,803 0 50,560
INTEL CORP COM 458140100 7,846 163,909 SH   SOLE   138,549 0 25,360
KLA-TENCOR CORP COM 482480100 1,895 16,033 SH   SOLE   13,449 0 2,584
LAM RESEARCH CORP COM 512807108 8,540 45,462 SH   SOLE   36,862 0 8,600
MICROSOFT CORP COM 594918104 9,439 70,459 SH   SOLE   57,479 0 12,980
THOR INDS INC COM 885160101 3,287 56,241 SH   SOLE   48,361 0 7,880
WELLS FARGO CO NEW COM 949746101 7,032 148,601 SH   SOLE   125,791 0 22,810