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
AFFILIATED MANAGERS GROUP IN COM 008252108 113,528 1,232,130 SH   SOLE   1,232,130 0 0
AMERICAN EXPRESS CO COM 025816109 123,301 998,870 SH   SOLE   998,870 0 0
ARROW ELECTRS INC COM 042735100 30,340 425,700 SH   SOLE   425,700 0 0
AUTOZONE INC COM 053332102 92,487 84,120 SH   SOLE   84,120 0 0
BAKER HUGHES A GE CO CL A 05722G100 88,047 3,574,800 SH   SOLE   3,574,800 0 0
BIOGEN INC COM 09062X103 53,439 228,500 SH   SOLE   228,500 0 0
CITIGROUP INC COM NEW 172967424 228,111 3,257,333 SH   SOLE   3,257,333 0 0
CVS HEALTH CORP COM 126650100 98,121 1,800,709 SH   SOLE   1,800,709 0 0
EXXON MOBIL CORP COM 30231G102 145,407 1,897,525 SH   SOLE   1,897,525 0 0
FRANKLIN RES INC COM 354613101 220,942 6,348,894 SH   SOLE   6,348,894 0 0
GENERAL ELECTRIC CO COM 369604103 106,016 10,096,722 SH   SOLE   10,096,722 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 226,190 1,105,523 SH   SOLE   1,105,523 0 0
HARLEY DAVIDSON INC COM 412822108 142,757 3,984,277 SH   SOLE   3,984,277 0 0
INVESCO LTD SHS G491BT108 155,197 7,585,377 SH   SOLE   7,585,377 0 0
JOHNSON CTLS INTL PLC SHS G51502105 133,055 3,220,900 SH   SOLE   3,220,900 0 0
KIMBERLY CLARK CORP COM 494368103 78,835 591,499 SH   SOLE   591,499 0 0
KT CORP SPONSORED ADR 48268K101 95,242 7,699,398 SH   SOLE   7,699,398 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 55,295 642,000 SH   SOLE   642,000 0 0
MCKESSON CORP COM 58155Q103 232,167 1,727,562 SH   SOLE   1,727,562 0 0
MORGAN STANLEY COM NEW 617446448 84,900 1,937,921 SH   SOLE   1,937,921 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 94,939 4,200,848 SH   SOLE   4,200,848 0 0
OMNICOM GROUP INC COM 681919106 91,961 1,122,165 SH   SOLE   1,122,165 0 0
SCHLUMBERGER LTD COM 806857108 197,701 4,974,860 SH   SOLE   4,974,860 0 0
STATE STR CORP COM 857477103 83,501 1,489,500 SH   SOLE   1,489,500 0 0
UNITED NAT FOODS INC COM 911163103 46,678 5,203,790 SH   SOLE   5,203,790 0 0
WELLS FARGO CO NEW COM 949746101 69,658 1,472,058 SH   SOLE   1,472,058 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 68,124 578,600 SH   SOLE   578,600 0 0