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
META PLATFORMS INC CL A 30303M102   144,165 251,842 SH   DFND 1 174,216 0 77,626
AMERICAN EXPRESS CO COM 025816109   221,898 818,204 SH   DFND 1 575,582 0 242,622
AFLAC INC COM 001055102   158,379 1,416,607 SH   DFND 1 947,624 0 468,983
GOLDMAN SACHS GROUP INC COM 38141G104   94,321 190,506 SH   DFND 1 131,402 0 59,104
INTEL CORP COM 458140100   2,046 87,198 SH   DFND 1 0 0 87,198
HP INC COM 40434L105   187,733 5,233,707 SH   DFND 1 3,696,945 0 1,536,762
CSX CORP COM 126408103   189,882 5,499,064 SH   DFND 1 3,824,145 0 1,674,919
BARRICK GOLD CORP COM 067901108   9,640 484,658 SH   DFND 1 0 0 484,658
ALPHABET INC CAP STK CL A 02079K305   241,392 1,455,486 SH   DFND 1 1,022,221 0 433,265
NEWMONT CORP COM 651639106   180,755 3,381,746 SH   DFND 1 2,526,193 0 855,553
UNION PAC CORP COM 907818108   166,645 676,098 SH   DFND 1 472,929 0 203,169
LOWES COS INC COM 548661107   230,432 850,764 SH   DFND 1 588,522 0 262,242
MICRON TECHNOLOGY INC COM 595112103   56,151 541,435 SH   DFND 1 380,500 0 160,935
SERVICE CORP INTL COM 817565104   63,512 804,647 SH   DFND 1 540,818 0 263,829
TERADYNE INC COM 880770102   46,681 348,532 SH   DFND 1 245,991 0 102,541
PACKAGING CORP AMER COM 695156109   157,202 729,817 SH   DFND 1 514,885 0 214,932
BATH & BODY WORKS INC COM 070830104   15 479 SH   DFND 1 0 0 479
VISA INC COM CL A 92826C839   206 750 SH   DFND 1 0 0 750
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   86 3,200 SH   DFND 1 0 0 3,200
CVS HEALTH CORP COM 126650100   34 540 SH   DFND 1 0 0 540
UNITEDHEALTH GROUP INC COM 91324P102   130 222 SH   DFND 1 0 0 222
MODERNA INC COM 60770K107   66 990 SH   DFND 1 0 0 990
THE CIGNA GROUP COM 125523100   172,148 496,906 SH   DFND 1 337,126 0 159,780
US BANCORP DEL COM NEW 902973304   114 2,500 SH   DFND 1 0 0 2,500
BAIDU INC SPON ADR REP A 056752108   89 850 SH   DFND 1 0 0 850
TEXAS INSTRS INC COM 882508104   134 650 SH   DFND 1 0 0 650
ROCKWELL AUTOMATION INC COM 773903109   107 400 SH   DFND 1 0 0 400
SUNRUN INC COM 86771W105   85 4,700 SH   DFND 1 0 0 4,700
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   162,326 352,685 SH   DFND 1 279,831 0 72,854
SONY GROUP CORP SPONSORED ADR 835699307   106 1,100 SH   DFND 1 0 0 1,100
JOHNSON & JOHNSON COM 478160104   127,004 783,676 SH   DFND 1 588,787 0 194,889
KROGER CO COM 501044101   170,634 2,977,936 SH   DFND 1 2,100,308 0 877,628
AUTOZONE INC COM 053332102   202,565 64,305 SH   DFND 1 45,375 0 18,930
UNITED PARCEL SERVICE INC CL B 911312106   118,215 867,064 SH   DFND 1 645,572 0 221,492
ELEVANCE HEALTH INC COM 036752103   164,454 316,260 SH   DFND 1 222,137 0 94,123
PFIZER INC COM 717081103   116 4,000 SH   DFND 1 0 0 4,000
QUALCOMM INC COM 747525103   229,078 1,347,120 SH   DFND 1 948,192 0 398,928
FISERV INC COM 337738108   172,993 962,935 SH   DFND 1 682,228 0 280,707
AMERIPRISE FINL INC COM 03076C106   98,742 210,168 SH   DFND 1 151,739 0 58,429