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 105,061 1,776,475 SH   SOLE   1,776,475 0 0
AMERICAN EXPRESS CO COM 025816109 63,905 746,470 SH   SOLE   746,470 0 0
AUTOZONE INC COM 053332102 42,463 50,193 SH   SOLE   50,193 0 0
BAKER HUGHES COMPANY CL A 05722G100 46,272 4,406,900 SH   SOLE   4,406,900 0 0
CITIGROUP INC COM NEW 172967424 105,285 2,499,651 SH   SOLE   2,499,651 0 0
CVS HEALTH CORP COM 126650100 79,663 1,342,709 SH   SOLE   1,342,709 0 0
EBAY INC COM 278642103 17,811 592,500 SH   SOLE   592,500 0 0
EXXON MOBIL CORP COM 30231G102 84,279 2,219,625 SH   SOLE   2,219,625 0 0
FRANKLIN RESOURCES INC COM 354613101 80,955 4,850,494 SH   SOLE   4,850,494 0 0
GILEAD SCIENCES INC COM 375558103 32,879 439,800 SH   SOLE   439,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 116,054 750,723 SH   SOLE   750,723 0 0
HARLEY DAVIDSON INC COM 412822108 62,959 3,325,877 SH   SOLE   3,325,877 0 0
INVESCO LTD SHS G491BT108 44,530 4,904,177 SH   SOLE   4,904,177 0 0
KT CORP SPONSORED ADR 48268K101 59,921 7,701,925 SH   SOLE   7,701,925 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 34,979 704,800 SH   SOLE   704,800 0 0
MORGAN STANLEY COM NEW 617446448 67,927 1,997,866 SH   SOLE   1,997,866 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 70,720 5,639,572 SH   SOLE   5,639,572 0 0
OMNICOM GROUP INC COM 681919106 28,835 525,219 SH   SOLE   525,219 0 0
SCHLUMBERGER LTD COM 806857108 89,061 6,601,984 SH   SOLE   6,601,984 0 0
STATE STR CORP COM 857477103 67,221 1,261,900 SH   SOLE   1,261,900 0 0
UNITED NAT FOODS INC COM 911163103 38,133 4,153,939 SH   SOLE   4,153,939 0 0
WALGREEN BOOTS ALLIANCE INC COM 931427108 34,793 760,500 SH   SOLE   760,500 0 0
WELLS FARGO CO NEW COM 949746101 83,641 2,914,337 SH   SOLE   2,914,337 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 47,649 471,400 SH   SOLE   471,400 0 0