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 | 475 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 47,938 | 1,508,915 | SH | SOLE | 429,000 | 1,079,915 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 485,869 | 33,694,139 | SH | SOLE | 6,525,300 | 27,168,839 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 171,115 | 1,317,587 | SH | SOLE | 102,200 | 1,215,387 | 0 | ||
| Citigroup [C] | COMMON | 172967424 | 450,982 | 10,638,884 | SH | SOLE | 2,226,800 | 8,412,084 | 0 | ||
| Calatlantic Group (CAA) | COMMON | 128195104 | 36,105 | 983,533 | SH | SOLE | 65,000 | 918,533 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 209,906 | 6,667,915 | SH | SOLE | 740,000 | 5,927,915 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 724,228 | 4,771,561 | SH | SOLE | 1,169,569 | 3,601,992 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 556,829 | 3,747,673 | SH | SOLE | 980,475 | 2,767,198 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 504,457 | 8,181,269 | SH | SOLE | 1,454,900 | 6,726,369 | 0 | ||
| Lennar Corporation | COMMON | 526057104 | 221,150 | 4,797,172 | SH | SOLE | 612,500 | 4,184,672 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 658,155 | 8,313,191 | SH | SOLE | 1,370,475 | 6,942,716 | 0 | ||
| Masco Corp (MAS) | COMMON | 574599106 | 58,525 | 1,891,568 | SH | SOLE | 0 | 1,891,568 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 169,316 | 3,286,406 | SH | SOLE | 314,000 | 2,972,406 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 7,467 | 66,441 | SH | SOLE | 66,441 | 0 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 92,599 | 4,751,081 | SH | SOLE | 301,500 | 4,449,581 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 39,320 | 224,529 | SH | SOLE | 86,000 | 138,529 | 0 | ||
| Sterling Construction (STRL) | COMMON | 859241101 | 388 | 79,086 | SH | SOLE | 0 | 79,086 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 71,444 | 2,654,933 | SH | SOLE | 578,731 | 2,076,202 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 59,213 | 5,009,519 | SH | SOLE | 772,500 | 4,237,019 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 96,491 | 3,579,048 | SH | SOLE | 320,200 | 3,258,848 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 437,470 | 2,625,238 | SH | SOLE | 649,100 | 1,976,138 | 0 | ||