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
ABBVIE INC COM 00287Y109 90,199 588,918 SH   SOLE   588,918 0 0
ALPHABET INC CAP STK CL C 02079K107 3,569,922 1,632,039 SH   SOLE   917,037 0 715,002
APPLE INC COM 037833100 2,230,995 16,317,986 SH   SOLE   9,927,049 0 6,390,937
APTIV PLC SHS G6095L109 79,339 890,754 SH   SOLE   890,754 0 0
BK OF AMERICA CORP COM 060505104 13,243 425,400 SH   SOLE   425,400 0 0
BOOKING HOLDINGS INC COM 09857L108 270,250 154,518 SH   SOLE   97,135 0 57,383
CIGNA CORP NEW COM 125523100 1,965,574 7,456,087 SH   SOLE   4,516,520 0 2,939,567
CITIGROUP INC COM NEW 172967424 872,518 18,971,916 SH   SOLE   11,619,035 0 7,352,881
D R HORTON INC COM 23331A109 350,823 5,300,244 SH   SOLE   3,016,839 0 2,283,405
ELEVANCE HEALTH INC COM 036752103 1,968,005 4,078,091 SH   SOLE   2,517,691 0 1,560,400
GENERAL MTRS CO COM 37045V100 39,247 1,235,740 SH   SOLE   1,235,740 0 0
HALLIBURTON CO COM 406216101 650,525 20,743,780 SH   SOLE   12,440,111 0 8,303,669
HCA HEALTHCARE INC COM 40412C101 1,868,910 11,120,490 SH   SOLE   6,749,576 0 4,370,914
ING GROEP N.V. SPONSORED ADR 456837103 1,378 138,902 SH   SOLE   138,902 0 0
JOHNSON & JOHNSON COM 478160104 631,646 3,558,370 SH   SOLE   2,035,530 0 1,522,840
JPMORGAN CHASE & CO COM 46625H100 1,046,070 9,289,316 SH   SOLE   6,025,450 0 3,263,866
LAMB WESTON HLDGS INC COM 513272104 3,048 42,660 SH   SOLE   42,660 0 0
LEAR CORP COM NEW 521865204 74,071 588,380 SH   SOLE   588,380 0 0
LENNAR CORP CL A 526057104 200,092 2,835,375 SH   SOLE   1,790,009 0 1,045,366
MEDTRONIC PLC SHS G5960L103 1,134,534 12,641,046 SH   SOLE   7,686,515 0 4,954,531
MERITAGE HOMES CORP COM 59001A102 734 10,121 SH   SOLE   10,121 0 0
META PLATFORMS INC CL A 30303M102 1,762,979 10,933,204 SH   SOLE   6,548,376 0 4,384,828
MICRON TECHNOLOGY INC COM 595112103 2,318,471 41,940,500 SH   SOLE   24,201,216 0 17,739,284
MICROSOFT CORP COM 594918104 2,528,238 9,844,012 SH   SOLE   5,978,818 0 3,865,194
NATWEST GROUP PLC SPONS ADR 2 ORD 639057108 1,886 346,023 SH   SOLE   346,023 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,490,833 3,134,834 SH   SOLE   1,869,335 0 1,265,499
NOVARTIS AG SPONSORED ADR 66987V109 95,808 1,133,420 SH   SOLE   1,133,420 0 0
PEPSICO INC COM 713448108 1,123,972 6,744,100 SH   SOLE   4,162,806 0 2,581,294
PROCTER AND GAMBLE CO COM 742718109 1,214,347 8,445,283 SH   SOLE   4,928,832 0 3,516,451
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 410,710 5,749,022 SH   SOLE   3,808,527 0 1,940,495
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 4,384 153,494 SH   SOLE   147,994 0 5,500
SPDR S&P 500 ETF TR TR UNIT 78462F103 559,903 1,484,170 SH   SOLE   1,484,170 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 829 140,563 SH   SOLE   140,563 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,499,801 33,210,831 SH   SOLE   19,865,701 0 13,345,130
SYNCHRONY FINANCIAL COM 87165B103 988 35,770 SH   SOLE   35,770 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,391,700 41,488,685 SH   SOLE   23,689,627 0 17,799,058
TRUIST FINL CORP COM 89832Q109 147,388 3,107,482 SH   SOLE   3,107,482 0 0
UNILEVER PLC SPON ADR NEW 904767704 6,519 142,240 SH   SOLE   142,240 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,540,535 6,893,163 SH   SOLE   4,040,649 0 2,852,514
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,043,694 20,890,591 SH   SOLE   6,243,365 0 14,647,226
WELLS FARGO CO NEW COM 949746101 964,577 24,625,405 SH   SOLE   15,514,983 0 9,110,422
WESTERN DIGITAL CORP. COM 958102105 329,987 7,360,849 SH   SOLE   4,652,420 0 2,708,429