Companies covered: Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Dick's Sporting Goods Inc (NYSE:DKS), Eagle Materials Inc (NYSE:EXP), U.S. Concrete (NASDAQ:USCR), Martin Marietta Materials, Inc. (NYSE:MLM), Vulcan Materials Company (NYSE:VMC), Brinker International, Inc. (NYSE:EAT), NCR Corporation (NYSE:NCR), Nordstrom, Inc. (NYSE:JWN), Summit Materials Inc. (NYSE:SUM), Cleveland-Cliffs Inc. (NYSE:CLF), Zoom Video Communications (NASDAQ:ZM), Bank of America Corporation (NYSE:BAC), EOG Resources, Inc. (NYSE:EOG), Berkshire Hathaway Inc. (NYSE:BRK/A), Honeywell International Inc. (NYSE:HON), Fortive Corp (NYSE:FTV), Aptiv PLC (NYSE:APTV), Altra Industrial Motion Corp. (NASDAQ:AIMC), Danaher Corporation (NYSE:DHR)