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 63,718 594,658 SH   SOLE   594,658 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,080,867 4,644,298 SH   SOLE   2,961,886 0 1,682,412
ALPHABET INC CAP STK CL C 02079K107 2,674,143 1,526,442 SH   SOLE   885,770 0 640,672
ANTHEM INC COM 036752103 1,107,814 3,450,167 SH   SOLE   2,258,719 0 1,191,448
APPLE INC COM 037833100 2,154,620 16,238,002 SH   SOLE   10,405,050 0 5,832,952
APTIV PLC SHS G6095L109 118,641 910,594 SH   SOLE   910,594 0 0
BARCLAYS PLC ADR 06738E204 2,414 302,162 SH   SOLE   302,162 0 0
BK OF AMERICA CORP COM COM 060505104 12,894 425,400 SH   SOLE   425,400 0 0
BOOKING HOLDINGS INC COM 09857L108 289,536 129,996 SH   SOLE   85,853 0 44,143
CIGNA CORP NEW COM 125523100 1,402,994 6,739,333 SH   SOLE   4,267,162 0 2,472,171
CITIGROUP INC COM 172967424 1,589,964 25,785,994 SH   SOLE   16,277,987 0 9,508,007
D R HORTON INC COM 23331A109 1,073,204 15,571,735 SH   SOLE   9,838,822 0 5,732,913
FACEBOOK INC CL A 30303M102 1,866,495 6,832,973 SH   SOLE   4,338,108 0 2,494,865
GENERAL MTRS CO COM 37045V100 471,266 11,317,623 SH   SOLE   7,992,573 0 3,325,050
GENUINE PARTS CO COM 372460105 56,511 562,693 SH   SOLE   562,693 0 0
HALLIBURTON CO COM 406216101 374,678 19,824,216 SH   SOLE   12,292,593 0 7,531,623
HCA HEALTHCARE INC COM 40412C101 1,262,042 7,673,855 SH   SOLE   5,238,248 0 2,435,607
ING GROEP N.V. SPONSORED ADR 456837103 1,241 131,450 SH   SOLE   131,450 0 0
JOHNSON & JOHNSON COM 478160104 1,037,143 6,590,055 SH   SOLE   4,078,470 0 2,511,585
JPMORGAN CHASE & CO COM 46625H100 1,549,173 12,191,489 SH   SOLE   7,566,668 0 4,624,821
LEAR CORP COM NEW 521865204 4,723 29,700 SH   SOLE   29,700 0 0
LENNAR CORP CL B 526057302 7,539 123,184 SH   SOLE   84,112 0 39,072
LENNAR CORP CL A 526057104 866,816 11,371,063 SH   SOLE   7,096,347 0 4,274,716
MEDTRONIC PLC SHS G5960L103 955,875 8,160,105 SH   SOLE   5,303,409 0 2,856,696
MERCK & CO. INC COM 58933Y105 61,324 749,682 SH   SOLE   721,982 0 27,700
MERITAGE HOMES CORP COM 59001A102 769 9,291 SH   SOLE   9,291 0 0
MICRON TECHNOLOGY INC COM 595112103 2,504,699 33,316,023 SH   SOLE   20,175,578 0 13,140,445
MICROSOFT CORP COM 594918104 2,007,421 9,025,363 SH   SOLE   5,787,657 0 3,237,706
NATWEST GROUP PLC SPONS ADR 2 ORD 639057108 1,637 362,123 SH   SOLE   362,123 0 0
PEPSICO INC COM 713448108 653,696 4,407,932 SH   SOLE   2,906,291 0 1,501,641
PFIZER INC COM 717081103 1,175,999 31,947,816 SH   SOLE   20,015,024 0 11,932,792
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 2,833 95,194 SH   SOLE   95,194 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 340,386 910,414 SH   SOLE   910,414 0 0
STANLEY BLACK & DECKER INC COM 854502101 190,480 1,066,756 SH   SOLE   815,057 0 251,699
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 767 124,263 SH   SOLE   124,263 0 0
SUNCOR ENERGY INC NEW COM 867224107 541,853 32,291,611 SH   SOLE   20,227,526 0 12,064,085
SYNCHRONY FINANCIAL COM 87165B103 188,729 5,437,323 SH   SOLE   3,668,039 0 1,769,284
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,804,184 44,058,914 SH   SOLE   26,181,133 0 17,877,781
TRUIST FINL CORP COM 89832Q109 156,809 3,271,632 SH   SOLE   3,271,632 0 0
TYSON FOODS INC CL A 902494103 152,879 2,372,425 SH   SOLE   1,676,389 0 696,036
UNITEDHEALTH GROUP INC COM 91324P102 2,150,733 6,133,037 SH   SOLE   3,786,603 0 2,346,434
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,075,716 18,432,420 SH   SOLE   7,675,136 0 10,757,284
VERIZON COMMUNICATIONS INC COM 92343V104 448,291 7,630,483 SH   SOLE   4,554,535 0 3,075,948
WELLS FARGO CO NEW COM 949746101 1,416,863 46,947,095 SH   SOLE   28,975,034 0 17,972,061