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 64,062 591,958 SH   SOLE   591,958 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 697,314 3,075,524 SH   SOLE   1,921,676 0 1,153,848
ALPHABET INC CAP STK CL C 02079K107 3,190,887 1,542,512 SH   SOLE   905,010 0 637,502
ANTHEM INC COM 036752103 1,258,460 3,505,947 SH   SOLE   2,321,199 0 1,184,748
APPLE INC COM 037833100 1,835,065 15,023,044 SH   SOLE   9,765,640 0 5,257,404
APTIV PLC SHS G6095L109 120,597 874,524 SH   SOLE   874,524 0 0
BARCLAYS PLC ADR 06738E204 308 30,152 SH   SOLE   30,152 0 0
BK OF AMERICA CORP COM COM 060505104 16,459 425,400 SH   SOLE   425,400 0 0
BOOKING HOLDINGS INC COM 09857L108 310,325 133,196 SH   SOLE   89,113 0 44,083
CIGNA CORP NEW COM 125523100 1,645,762 6,807,983 SH   SOLE   4,344,512 0 2,463,471
CITIGROUP INC COM 172967424 1,889,137 25,967,514 SH   SOLE   16,509,007 0 9,458,507
D R HORTON INC COM 23331A109 1,378,226 15,464,835 SH   SOLE   9,862,322 0 5,602,513
FACEBOOK INC CL A 30303M102 2,713,528 9,213,078 SH   SOLE   5,756,828 0 3,456,250
GENERAL MTRS CO COM 37045V100 645,110 11,227,123 SH   SOLE   7,953,373 0 3,273,750
GENUINE PARTS CO COM 372460105 64,391 557,063 SH   SOLE   557,063 0 0
HALLIBURTON CO COM 406216101 420,265 19,583,666 SH   SOLE   12,123,643 0 7,460,023
HCA HEALTHCARE INC COM 40412C101 1,468,215 7,795,555 SH   SOLE   5,365,148 0 2,430,407
ING GROEP NV SPONSORED ADR 456837103 2,919 238,668 SH   SOLE   238,668 0 0
JOHNSON JOHNSON COM 478160104 1,387,387 8,441,664 SH   SOLE   5,328,264 0 3,113,400
JPMORGAN CHASE CO COM 46625H100 1,644,888 10,805,279 SH   SOLE   6,868,858 0 3,936,421
LEAR CORP COM NEW 521865204 5,131 28,310 SH   SOLE   28,310 0 0
LENNAR CORP CL B 526057302 10,127 122,984 SH   SOLE   83,912 0 39,072
LENNAR CORP CL A 526057104 1,147,742 11,337,963 SH   SOLE   7,137,047 0 4,200,916
MEDTRONIC PLC SHS G5960L103 966,404 8,180,855 SH   SOLE   5,370,159 0 2,810,696
MERCK CO INC COM 58933Y105 57,616 747,382 SH   SOLE   712,682 0 34,700
MERITAGE HOMES CORP COM 59001A102 661 7,191 SH   SOLE   7,191 0 0
MICRON TECHNOLOGY INC COM 595112103 2,965,238 33,615,669 SH   SOLE   20,403,724 0 13,211,945
MICROSOFT CORP COM 594918104 2,131,680 9,041,353 SH   SOLE   5,846,047 0 3,195,306
NATWEST GROUP PLC SPONS ADR 2 ORD 639057108 1,703 317,223 SH   SOLE   317,223 0 0
PEPSICO INC COM 713448108 637,518 4,507,022 SH   SOLE   3,016,381 0 1,490,641
PFIZER INC COM 717081103 1,166,683 32,202,116 SH   SOLE   20,421,724 0 11,780,392
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 3,377 100,694 SH   SOLE   100,694 0 0
SPDR SP 500 ETF TR TR U NIT 78462F103 283,381 715,014 SH   SOLE   715,014 0 0
STANLEY BLACK DECKER INC COM 854502101 213,902 1,071,276 SH   SOLE   801,877 0 269,399
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 704 97,063 SH   SOLE   97,063 0 0
SUNCOR ENERGY INC NEW COM 867224107 660,850 31,619,611 SH   SOLE   19,861,426 0 11,758,185
SYNCHRONY FINANCIAL COM 87165B103 223,569 5,498,503 SH   SOLE   3,746,219 0 1,752,284
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,617,949 39,042,514 SH   SOLE   23,629,133 0 15,413,381
TRUIST FINL CORP COM 89832Q109 184,066 3,156,132 SH   SOLE   3,156,132 0 0
TYSON FOODS INC CL A 902494103 182,975 2,462,655 SH   SOLE   1,761,719 0 700,936
UNILEVER PLC SPON ADR NEW 904767704 5,002 89,600 SH   SOLE   89,600 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,298,179 6,176,737 SH   SOLE   3,855,603 0 2,321,134
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,084,344 17,869,880 SH   SOLE   7,393,984 0 10,475,896
WELLS FARGO CO NEW COM 949746101 1,866,104 47,763,085 SH   SOLE   29,862,624 0 17,900,461