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
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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
Allstate Corp COM 020002101 31,016,544 278,400 SH SOLE 278,400 0 0
Atkore Inc COM 047649108 39,236,970 263,000 SH SOLE 263,000 0 0
AstraZeneca Plc COM G0593M107 30,308,731 220,900 SH SOLE 220,900 0 0
Berkshire Hathaway Inc COM 084670108 44,644,068 84 SH SOLE 84 0 0
CBRE Group Inc COM 12504L109 23,635,200 320,000 SH SOLE 320,000 0 0
CVS Health Corporation COM 126650100 27,348,494 391,700 SH SOLE 391,700 0 0
Danaher Corp COM 235851102 19,858,180 90,300 SH SOLE 90,300 0 0
Alphabet Inc. COM 02079K305 40,239,450 307,500 SH SOLE 307,500 0 0
HP Inc. COM 40434L105 36,871,790 1,434,700 SH SOLE 1,434,700 0 0
International Business Machines Corp COM 459200101 32,998,560 235,200 SH SOLE 235,200 0 0
ICON PLC COM G4705A100 29,008,250 117,800 SH SOLE 117,800 0 0
Markel Group Inc COM 570535104 40,861,597 27,750 SH SOLE 27,750 0 0
Microsoft Corporation COM 594918104 70,633,275 223,700 SH SOLE 223,700 0 0
NVent Electric PLC COM G6700G107 34,724,347 655,300 SH SOLE 655,300 0 0
Veralto Corp COM 92338C103 2,545,256 30,100 SH SOLE 30,100 0 0
VISA Inc. COM 92826C839 39,285,708 170,800 SH SOLE 170,800 0 0
Whirlpool Corp COM 963320106 22,795,850 170,500 SH SOLE 170,500 0 0