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 | 413 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 456,898 | 28,073,615 | SH | SOLE | 4,758,700 | 23,314,915 | 0 | ||
| Airgas, Inc. (ARG) | COMMON | 009363102 | 160,832 | 1,520,435 | SH | SOLE | 153,200 | 1,367,235 | 0 | ||
| American Independence Corp (AMIC) | COMMON | 026760405 | 985 | 99,012 | SH | SOLE | 0 | 99,012 | 0 | ||
| Baker Hughes Inc. (BHI) | COMMON | 057224107 | 689 | 11,165 | SH | SOLE | 10,300 | 865 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 44,972 | 324,195 | SH | SOLE | 12,200 | 311,995 | 0 | ||
| Citigroup [C] | COMMON | 172967424 | 287,333 | 5,201,534 | SH | SOLE | 590,000 | 4,611,534 | 0 | ||
| Con-Way, Inc. (CNW) | COMMON | 205944101 | 36,296 | 945,960 | SH | SOLE | 321,000 | 624,960 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 102,446 | 3,744,390 | SH | SOLE | 616,500 | 3,127,890 | 0 | ||
| Electrolux AB (ELUXY) | COMMON | 010198208 | 65,800 | 1,046,610 | SH | SOLE | 245,000 | 801,610 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 766,459 | 4,498,000 | SH | SOLE | 1,214,394 | 3,283,606 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 657,493 | 3,149,065 | SH | SOLE | 681,820 | 2,467,245 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 606,852 | 8,955,900 | SH | SOLE | 2,096,800 | 6,859,100 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 677,999 | 10,123,919 | SH | SOLE | 1,905,775 | 8,218,144 | 0 | ||
| Masco Corp (MAS) | COMMON | 574599106 | 73,670 | 2,762,300 | SH | SOLE | 361,000 | 2,401,300 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 141,475 | 3,429,689 | SH | SOLE | 305,000 | 3,124,689 | 0 | ||
| Pall Corporation (PLL) | COMMON | 696429307 | 435 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 91,305 | 763,743 | SH | SOLE | 90,191 | 673,552 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 255 | 6,940 | SH | SOLE | 5,170 | 1,770 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 308,425 | 1,998,869 | SH | SOLE | 200,800 | 1,798,069 | 0 | ||
| United Parcel Service (UPS) | COMMON | 911312106 | 466,468 | 4,813,416 | SH | SOLE | 782,000 | 4,031,416 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 13,734 | 494,200 | SH | SOLE | 230,200 | 264,000 | 0 | ||
| Wells Fargo & Co (WFC) | COMMON | 949746101 | 67,842 | 1,206,300 | SH | SOLE | 126,000 | 1,080,300 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 437,206 | 2,526,473 | SH | SOLE | 601,500 | 1,924,973 | 0 | ||