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
Expires: July 31, 2015
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 423,258 1,682 SH SOLE 0 0 0 1,682
ALLSTATE CORP COM 020002101 45,002,311 189,133 SH SOLE 0 0 0 189,133
ALPHABET INC CAP STK CL C 02079K107 282,664 800 SH SOLE 0 0 0 800
APPLE INC COM 037833100 548,627 1,896 SH SOLE 0 0 0 1,896
CONAGRA BRANDS INC COM 205887102 31,914,815 2,371,086 SH SOLE 0 0 0 2,371,086
COSTCO WHOLESALE CORPORATION COM 22160K105 11,951,565 12,776 SH SOLE 0 0 0 12,776
GENERAL MTRS CO COM 37045V100 48,267,525 626,200 SH SOLE 0 0 0 626,200
INTUIT COM 461202103 32,712,174 125,334 SH SOLE 0 0 0 125,334
JPMORGAN CHASE & CO COM 46625H100 49,721,594 151,901 SH SOLE 0 0 0 151,901
LAM RESEARCH CORP COM NEW 512807306 433,330 1,000 SH SOLE 0 0 0 1,000
LEIDOS HOLDINGS INC COM 525327102 226,225 2,197 SH SOLE 0 0 0 2,197
MEDICAL PROPERTIES TRUST INC COM 58463J304 35,163,425 7,611,131 SH SOLE 0 0 0 7,611,131
MICROSOFT CORP COM 594918104 41,511,158 111,284 SH SOLE 0 0 0 111,284
MOHAWK INDS INC COM 608190104 38,095,315 313,981 SH SOLE 0 0 0 313,981
MOLSON COORS BEVERAGE CO CL B 60871R209 29,439,680 755,639 SH SOLE 0 0 0 755,639
NVIDIA CORPORATION COM 67066G104 361,763 1,808 SH SOLE 0 0 0 1,808
PFIZER INC COM 717081103 33,472,585 1,390,058 SH SOLE 0 0 0 1,390,058
PIEDMONT REALTY TRUST INC COM CL A 720190206 44,919,470 4,909,232 SH SOLE 0 0 0 4,909,232
QUALCOMM INC COM 747525103 550,516 2,979 SH SOLE 0 0 0 2,979
SCIENCE APPLICATIONS INTL CO COM 808625107 227,334 2,059 SH SOLE 0 0 0 2,059
STANLEY BLACK & DECKER INC COM 854502101 50,986,799 541,721 SH SOLE 0 0 0 541,721
THE CIGNA GROUP COM 125523100 34,086,444 123,645 SH SOLE 0 0 0 123,645
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 436,801 1,846 SH SOLE 0 0 0 1,846
VERIZON COMMUNICATIONS INC COM 92343V104 39,792,422 939,830 SH SOLE 0 0 0 939,830
VICI PPTYS INC COM 925652109 30,601,699 1,152,606 SH SOLE 0 0 0 1,152,606
VISA INC COM CL A 92826C839 205,854 600 SH SOLE 0 0 0 600
WELLS FARGO & CO COM 949746101 43,307,326 524,048 SH SOLE 0 0 0 524,048
ZIMMER BIOMET HOLDINGS INC COM 98956P102 36,318,495 421,867 SH SOLE 0 0 0 421,867