The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Agilent Technologies, Inc. (A) | COMMON | 00846U101 | 425 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 524,330 | 31,681,564 | SH | SOLE | 5,921,400 | 25,760,164 | 0 | ||
| Airgas, Inc. (ARG) | COMMON | 009363102 | 2,719 | 19,200 | SH | SOLE | 0 | 19,200 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 160,357 | 1,263,250 | SH | SOLE | 102,200 | 1,161,050 | 0 | ||
| Citigroup [C] | COMMON | 172967424 | 324,881 | 7,781,578 | SH | SOLE | 1,007,000 | 6,774,578 | 0 | ||
| Calatlantic Group (CAA) | COMMON | 128195104 | 21,178 | 633,700 | SH | SOLE | 0 | 633,700 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 203,134 | 6,719,617 | SH | SOLE | 740,000 | 5,979,617 | 0 | ||
| Electrolux AB (ELUXY) | COMMON | 010198208 | 53,931 | 1,030,406 | SH | SOLE | 245,000 | 785,406 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 799,750 | 4,914,882 | SH | SOLE | 1,264,769 | 3,650,113 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 555,760 | 3,540,321 | SH | SOLE | 838,490 | 2,701,831 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 536,003 | 9,051,053 | SH | SOLE | 2,096,800 | 6,954,253 | 0 | ||
| Lennar Corporation | COMMON | 526057104 | 232,466 | 4,806,982 | SH | SOLE | 612,500 | 4,194,482 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 670,152 | 8,846,886 | SH | SOLE | 1,524,175 | 7,322,711 | 0 | ||
| Masco Corp (MAS) | COMMON | 574599106 | 82,807 | 2,632,970 | SH | SOLE | 361,000 | 2,271,970 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 160,858 | 3,402,236 | SH | SOLE | 314,000 | 3,088,236 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 7,604 | 66,441 | SH | SOLE | 66,441 | 0 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 81,111 | 4,335,168 | SH | SOLE | 245,000 | 4,090,168 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 219 | 6,940 | SH | SOLE | 5,170 | 1,770 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 83,791 | 502,855 | SH | SOLE | 100,600 | 402,255 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 49,088 | 1,663,433 | SH | SOLE | 340,331 | 1,323,102 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 58,606 | 4,975,019 | SH | SOLE | 742,500 | 4,232,519 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 90,136 | 3,633,048 | SH | SOLE | 320,200 | 3,312,848 | 0 | ||
| Wells Fargo & Co (WFC) | COMMON | 949746101 | 56,393 | 1,166,104 | SH | SOLE | 106,000 | 1,060,104 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 474,343 | 2,630,271 | SH | SOLE | 649,100 | 1,981,171 | 0 | ||