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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   78,819 587,278 SH   SOLE   587,278 0 0
ALPHABET INC CAP STK CL C 02079K107   3,181,083 33,084,588 SH   SOLE   18,290,070 0 14,794,518
APPLE INC COM 037833100   2,288,261 16,557,604 SH   SOLE   9,890,759 0 6,666,845
APTIV PLC SHS G6095L109   69,511 888,774 SH   SOLE   888,774 0 0
BK OF AMERICA CORP COM 060505104   12,847 425,400 SH   SOLE   425,400 0 0
BOOKING HOLDINGS INC COM 09857L108   259,190 157,734 SH   SOLE   97,195 0 60,539
CIGNA CORP NEW COM 125523100   2,043,559 7,364,971 SH   SOLE   4,340,050 0 3,024,921
CITIGROUP INC COM NEW 172967424   471,384 11,312,305 SH   SOLE   6,850,343 0 4,461,962
D R HORTON INC COM 23331A109   363,253 5,393,514 SH   SOLE   3,008,089 0 2,385,425
ELEVANCE HEALTH INC COM 036752103   1,800,978 3,964,817 SH   SOLE   2,475,921 0 1,488,896
GENERAL MTRS CO COM 37045V100   39,244 1,222,940 SH   SOLE   1,222,940 0 0
HALLIBURTON CO COM 406216101   526,047 21,366,658 SH   SOLE   12,464,711 0 8,901,947
HCA HEALTHCARE INC COM 40412C101   2,044,617 11,124,743 SH   SOLE   6,607,136 0 4,517,607
ING GROEP N.V. SPONSORED ADR 456837103   1,733 203,902 SH   SOLE   203,902 0 0
JOHNSON & JOHNSON COM 478160104   586,869 3,592,491 SH   SOLE   2,029,030 0 1,563,461
JPMORGAN CHASE & CO COM 46625H100   928,527 8,885,422 SH   SOLE   5,713,943 0 3,171,479
LAMB WESTON HLDGS INC COM 513272104   3,162 40,860 SH   SOLE   40,860 0 0
LEAR CORP COM NEW 521865204   70,274 587,130 SH   SOLE   587,130 0 0
LENNAR CORP CL A 526057104   214,178 2,872,945 SH   SOLE   1,786,969 0 1,085,976
MEDTRONIC PLC SHS G5960L103   1,038,260 12,857,710 SH   SOLE   7,666,415 0 5,191,295
MERITAGE HOMES CORP COM 59001A102   711 10,121 SH   SOLE   10,121 0 0
META PLATFORMS INC CL A 30303M102   1,510,974 11,136,309 SH   SOLE   6,502,136 0 4,634,173
MICRON TECHNOLOGY INC COM 595112103   2,110,766 42,131,053 SH   SOLE   23,708,896 0 18,422,157
MICROSOFT CORP COM 594918104   2,329,326 10,001,400 SH   SOLE   5,960,068 0 4,041,332
NATWEST GROUP PLC SPONS ADR 639057207   1,603 321,305 SH   SOLE   321,305 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,438,129 3,057,766 SH   SOLE   1,788,606 0 1,269,160
NOVARTIS AG SPONSORED ADR 66987V109   86,019 1,131,680 SH   SOLE   1,131,680 0 0
PEPSICO INC COM 713448108   1,123,679 6,882,757 SH   SOLE   4,194,566 0 2,688,191
PROCTER AND GAMBLE CO COM 742718109   1,085,272 8,596,212 SH   SOLE   4,957,502 0 3,638,710
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   307,262 5,772,340 SH   SOLE   3,811,727 0 1,960,613
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100   3,429 149,094 SH   SOLE   143,594 0 5,500
SPDR S&P 500 ETF TR TR UNIT 78462F103   530,859 1,486,250 SH   SOLE   1,486,250 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209   773 140,563 SH   SOLE   140,563 0 0
SUNCOR ENERGY INC NEW COM 867224107   959,081 34,070,358 SH   SOLE   20,059,201 0 14,011,157
SYNCHRONY FINANCIAL COM 87165B103   991 35,170 SH   SOLE   35,170 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,943,578 42,934,330 SH   SOLE   23,677,537 0 19,256,793
TRUIST FINL CORP COM 89832Q109   134,756 3,094,982 SH   SOLE   3,094,982 0 0
UNILEVER PLC SPON ADR NEW 904767704   6,110 139,370 SH   SOLE   139,370 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,486,581 6,903,574 SH   SOLE   3,941,899 0 2,961,675
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   999,708 22,536,256 SH   SOLE   6,996,708 0 15,539,548
WELLS FARGO CO NEW COM 949746101   1,007,172 25,041,576 SH   SOLE   15,468,953 0 9,572,623
WESTERN DIGITAL CORP. COM 958102105   269,826 8,289,570 SH   SOLE   4,724,900 0 3,564,670