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 38,561,184 278,400 SH SOLE 278,400 0 0
Atkore Inc COM 047649108 20,180,200 205,000 SH SOLE 205,000 0 0
AstraZeneca Plc COM G0593M107 29,612,421 220,900 SH SOLE 220,900 0 0
Berkshire Hathaway Inc COM 084670108 44,429,364 84 SH SOLE 84 0 0
CBRE Group Inc COM 12504L109 29,286,400 320,000 SH SOLE 320,000 0 0
CVS Health Corporation COM 126650100 39,643,957 391,700 SH SOLE 391,700 0 0
Danaher Corp COM 235851102 26,487,699 90,300 SH SOLE 90,300 0 0
Alphabet Inc. COM 02079K305 33,376,200 12,000 SH SOLE 12,000 0 0
HP Inc. COM 40434L105 52,079,610 1,434,700 SH SOLE 1,434,700 0 0
International Business Machines Corp COM 459200101 27,980,304 215,200 SH SOLE 215,200 0 0
ICON PLC COM G4705A100 28,651,316 117,800 SH SOLE 117,800 0 0
Microsoft Corporation COM 594918104 68,968,947 223,700 SH SOLE 223,700 0 0
NVent Electric PLC COM G6700G107 30,269,034 870,300 SH SOLE 870,300 0 0
PayPal Holdings, Inc. COM 70450Y103 9,136,350 79,000 SH SOLE 79,000 0 0
VISA Inc. COM 92826C839 20,802,026 93,800 SH SOLE 93,800 0 0
Whirlpool Corp COM 963320106 24,275,590 140,500 SH SOLE 140,500 0 0