#	Issuer	Ticker	Shares	Value	% of Portfolio
1	APPLE INC	AAPL	21,352	$3.7M	5.17%
2	PROGRESSIVE CORP	743315103	11,880	$2.5M	3.47%
3	LENNAR CORP	LEN-B	13,514	$2.3M	3.28%
4	APPLIED MATLS INC	038222105	11,178	$2.3M	3.25%
5	HP INC	HPQ	74,193	$2.2M	3.16%
6	SEMPRA	SREA	30,461	$2.2M	3.09%
7	PPG INDS INC	693506107	13,656	$2.0M	2.79%
8	D R HORTON INC	23331A109	11,825	$1.9M	2.75%
9	WEC ENERGY GROUP INC	WEC	23,328	$1.9M	2.70%
10	CORE & MAIN INC	CNM	30,838	$1.8M	2.49%
11	KIMBERLY-CLARK CORP	KMB	13,283	$1.7M	2.42%
12	NASDAQ INC	NDAQ	26,346	$1.7M	2.35%
13	ALLSTATE CORP	ALL-PJ	9,389	$1.6M	2.29%
14	HCA HEALTHCARE INC	HCA	4,859	$1.6M	2.29%
15	LAM RESEARCH CORP	LRCX	1,659	$1.6M	2.27%
16	MAGNOLIA OIL & GAS CORP	MGY	61,103	$1.6M	2.24%
17	MASTERCARD INCORPORATED	MA	3,206	$1.5M	2.18%
18	LOEWS CORP	L	19,465	$1.5M	2.15%
19	NVIDIA CORPORATION	NVDA	1,679	$1.5M	2.14%
20	TE CONNECTIVITY LTD	TEL	10,340	$1.5M	2.12%