The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 447 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 522,591 | 31,041,937 | SH | SOLE | 5,583,800 | 25,458,137 | 0 | ||
| Airgas, Inc. (ARG) | COMMON | 009363102 | 5,560 | 40,200 | SH | SOLE | 0 | 40,200 | 0 | ||
| American Independence Corp (AMIC) | COMMON | 026760405 | 849 | 99,012 | SH | SOLE | 0 | 99,012 | 0 | ||
| Calatlantic Group, Inc. (CAA) | COMMON | 128195104 | 3,212 | 84,700 | SH | SOLE | 0 | 84,700 | 0 | ||
| Citigroup [C] | COMMON | 172967424 | 332,605 | 6,427,149 | SH | SOLE | 936,500 | 5,490,649 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 201,733 | 6,298,245 | SH | SOLE | 765,000 | 5,533,245 | 0 | ||
| Electrolux AB (ELUXY) | COMMON | 010198208 | 50,037 | 1,038,106 | SH | SOLE | 245,000 | 793,106 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 674,195 | 4,525,104 | SH | SOLE | 1,222,869 | 3,302,235 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 605,662 | 3,360,493 | SH | SOLE | 807,170 | 2,553,323 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 598,624 | 9,065,935 | SH | SOLE | 2,096,800 | 6,969,135 | 0 | ||
| Lennar Corporation (LEN) | COMMON | 526057104 | 199,878 | 4,086,652 | SH | SOLE | 531,200 | 3,555,452 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 722,290 | 9,498,819 | SH | SOLE | 1,610,775 | 7,888,044 | 0 | ||
| Masco Corp (MAS) | COMMON | 574599106 | 77,541 | 2,739,970 | SH | SOLE | 361,000 | 2,378,970 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 161,192 | 3,427,436 | SH | SOLE | 314,000 | 3,113,436 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 6,804 | 66,441 | SH | SOLE | 66,441 | 0 | 0 | ||
| PulteGroup, Inc. (PHM) | COMMON | 745867101 | 28,928 | 1,623,368 | SH | SOLE | 95,000 | 1,528,368 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 241 | 6,940 | SH | SOLE | 5,170 | 1,770 | 0 | ||
| TRI Pointe (TPH) | COMMON | 87265H109 | 56,539 | 4,462,399 | SH | SOLE | 590,000 | 3,872,399 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 279,247 | 1,853,735 | SH | SOLE | 180,300 | 1,673,435 | 0 | ||
| United Parcel Service (UPS) | COMMON | 911312106 | 196,767 | 2,044,758 | SH | SOLE | 266,400 | 1,778,358 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 83,042 | 3,418,778 | SH | SOLE | 305,200 | 3,113,578 | 0 | ||
| Wells Fargo & Co (WFC) | COMMON | 949746101 | 65,607 | 1,206,904 | SH | SOLE | 126,000 | 1,080,904 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 384,079 | 2,615,096 | SH | SOLE | 647,800 | 1,967,296 | 0 | ||