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 | 367 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 420,041 | 28,609,415 | SH | SOLE | 5,228,950 | 23,380,465 | 0 | ||
| Airgas, Inc. (ARG) | COMMON | 009363102 | 148,978 | 1,667,730 | SH | SOLE | 157,250 | 1,510,480 | 0 | ||
| American Independence Corp (AMIC) | COMMON | 026760405 | 970 | 99,012 | SH | SOLE | 0 | 99,012 | 0 | ||
| Baker Hughes Inc. (BHI) | COMMON | 057224107 | 581 | 11,165 | SH | SOLE | 10,300 | 865 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 1,624 | 12,400 | SH | SOLE | 5,000 | 7,400 | 0 | ||
| Citigroup [C] | COMMON | 172967424 | 282,743 | 5,699,322 | SH | SOLE | 816,356 | 4,882,966 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 111,785 | 3,807,390 | SH | SOLE | 617,800 | 3,189,590 | 0 | ||
| Electrolux AB (ELUXY) | COMMON | 010198208 | 58,843 | 1,046,010 | SH | SOLE | 248,600 | 797,410 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 651,286 | 4,523,445 | SH | SOLE | 1,228,844 | 3,294,601 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 577,448 | 3,323,250 | SH | SOLE | 813,580 | 2,509,670 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 549,028 | 9,004,895 | SH | SOLE | 2,112,910 | 6,891,985 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 678,329 | 9,842,271 | SH | SOLE | 1,705,155 | 8,137,116 | 0 | ||
| Masco Corp (MAS) | COMMON | 574599106 | 69,545 | 2,761,900 | SH | SOLE | 363,800 | 2,398,100 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 144,059 | 3,437,349 | SH | SOLE | 317,764 | 3,119,585 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 77,158 | 757,493 | SH | SOLE | 93,211 | 664,282 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 221 | 6,940 | SH | SOLE | 6,270 | 670 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 319,145 | 2,251,149 | SH | SOLE | 206,345 | 2,044,804 | 0 | ||
| United Parcel Service (UPS) | COMMON | 911312106 | 456,849 | 4,629,131 | SH | SOLE | 640,188 | 3,988,943 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 13,156 | 494,200 | SH | SOLE | 230,200 | 264,000 | 0 | ||
| Wells Fargo & Co (WFC) | COMMON | 949746101 | 61,913 | 1,205,700 | SH | SOLE | 127,200 | 1,078,500 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 382,776 | 2,599,318 | SH | SOLE | 641,576 | 1,957,742 | 0 | ||