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 35,281,632 278,400 SH SOLE 278,400 0 0
Atkore Inc COM 047649108 17,017,050 205,000 SH SOLE 205,000 0 0
AstraZeneca Plc COM G0593M107 29,068,034 220,900 SH SOLE 220,900 0 0
Berkshire Hathaway Inc COM 084670108 34,351,800 84 SH SOLE 84 0 0
CBRE Group Inc COM 12504L109 23,555,200 320,000 SH SOLE 320,000 0 0
CVS Health Corporation COM 126650100 36,294,922 391,700 SH SOLE 391,700 0 0
Danaher Corp COM 235851102 22,892,856 90,300 SH SOLE 90,300 0 0
Alphabet Inc. COM 02079K305 26,151,120 12,000 SH SOLE 12,000 0 0
HP Inc. COM 40434L105 47,029,466 1,434,700 SH SOLE 1,434,700 0 0
International Business Machines Corp COM 459200101 30,384,088 215,200 SH SOLE 215,200 0 0
ICON PLC COM G4705A100 25,527,260 117,800 SH SOLE 117,800 0 0
Microsoft Corporation COM 594918104 57,452,871 223,700 SH SOLE 223,700 0 0
NVent Electric PLC COM G6700G107 27,266,499 870,300 SH SOLE 870,300 0 0
VISA Inc. COM 92826C839 33,628,812 170,800 SH SOLE 170,800 0 0
Whirlpool Corp COM 963320106 21,759,235 140,500 SH SOLE 140,500 0 0