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 120,357 1,451,130 SH   SOLE   1,451,130 0 0
AMERICAN EXPRESS CO COM 025816109 109,775 925,670 SH   SOLE   925,670 0 0
ARROW ELECTRS INC COM 042735100 29,206 394,300 SH   SOLE   394,300 0 0
AUTOZONE INC COM 053332102 84,702 78,020 SH   SOLE   78,020 0 0
BAKER HUGHES A GE CO CL A 05722G100 79,967 3,326,400 SH   SOLE   3,326,400 0 0
BIOGEN INC COM 09062X103 48,622 211,200 SH   SOLE   211,200 0 0
CITIGROUP INC COM NEW 172967424 205,208 2,954,333 SH   SOLE   2,954,333 0 0
CVS HEALTH CORP COM 126650100 103,687 1,670,209 SH   SOLE   1,670,209 0 0
EXXON MOBIL CORP COM 30231G102 133,955 1,874,025 SH   SOLE   1,874,025 0 0
FRANKLIN RES INC COM 354613101 168,542 5,886,894 SH   SOLE   5,886,894 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 213,948 1,023,823 SH   SOLE   1,023,823 0 0
HARLEY DAVIDSON INC COM 412822108 132,262 3,703,777 SH   SOLE   3,703,777 0 0
INVESCO LTD SHS G491BT108 119,858 7,042,177 SH   SOLE   7,042,177 0 0
JOHNSON CTLS INTL PLC SHS G51502105 93,235 2,135,000 SH   SOLE   2,135,000 0 0
KIMBERLY CLARK CORP COM 494368103 77,877 548,199 SH   SOLE   548,199 0 0
KT CORP SPONSORED ADR 48268K101 82,199 7,229,425 SH   SOLE   7,229,425 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 52,839 595,700 SH   SOLE   595,700 0 0
MCKESSON CORP COM 58155Q103 151,653 1,118,962 SH   SOLE   1,118,962 0 0
MORGAN STANLEY COM NEW 617446448 77,151 1,800,906 SH   SOLE   1,800,906 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 82,132 3,901,748 SH   SOLE   3,901,748 0 0
OMNICOM GROUP INC COM 681919106 81,072 1,042,319 SH   SOLE   1,042,319 0 0
SCHLUMBERGER LTD COM 806857108 170,735 4,973,356 SH   SOLE   4,973,356 0 0
STATE STR CORP COM 857477103 101,833 1,702,900 SH   SOLE   1,702,900 0 0
UNITED NAT FOODS INC COM 911163103 55,308 4,843,090 SH   SOLE   4,843,090 0 0
WELLS FARGO CO NEW COM 949746101 104,957 2,069,758 SH   SOLE   2,069,758 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 72,081 537,400 SH   SOLE   537,400 0 0