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 | 445 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 391,429 | 24,147,380 | SH | SOLE | 4,046,200 | 20,101,180 | 0 | ||
| Airgas, Inc. (ARG) | COMMON | 009363102 | 145,786 | 1,373,910 | SH | SOLE | 153,200 | 1,220,710 | 0 | ||
| American Independence Corp (AMIC) | COMMON | 026760405 | 1,011 | 99,012 | SH | SOLE | 0 | 99,012 | 0 | ||
| Baker Hughes Inc. (BHI) | COMMON | 057224107 | 5,353 | 84,200 | SH | SOLE | 76,235 | 7,965 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 50,394 | 335,780 | SH | SOLE | 12,200 | 323,580 | 0 | ||
| Citigroup [C] | COMMON | 172967424 | 217,071 | 4,213,334 | SH | SOLE | 533,200 | 3,680,134 | 0 | ||
| Con-Way, Inc. (CNW) | COMMON | 205944101 | 10,834 | 245,500 | SH | SOLE | 0 | 245,500 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 64,427 | 2,262,200 | SH | SOLE | 125,000 | 2,137,200 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 752,235 | 4,546,599 | SH | SOLE | 1,204,394 | 3,342,205 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 588,105 | 3,128,715 | SH | SOLE | 659,320 | 2,469,395 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 534,735 | 8,826,930 | SH | SOLE | 2,074,600 | 6,752,330 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 802,504 | 10,787,799 | SH | SOLE | 1,980,775 | 8,807,024 | 0 | ||
| Masco Corp (MAS) | COMMON | 574599106 | 68,053 | 2,548,800 | SH | SOLE | 282,500 | 2,266,300 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 137,673 | 3,172,189 | SH | SOLE | 285,000 | 2,887,189 | 0 | ||
| Pall Corporation (PLL) | COMMON | 696429307 | 351 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 99,827 | 826,792 | SH | SOLE | 90,191 | 736,601 | 0 | ||
| Schlumberger Ltd (SLB) | COMMON | 806857108 | 360,134 | 4,316,083 | SH | SOLE | 769,100 | 3,546,983 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 259 | 6,940 | SH | SOLE | 5,170 | 1,770 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 262,073 | 1,588,804 | SH | SOLE | 165,500 | 1,423,304 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 220 | 2,032 | SH | SOLE | 2,000 | 32 | 0 | ||
| United Parcel Service (UPS) | COMMON | 911312106 | 483,461 | 4,987,216 | SH | SOLE | 779,900 | 4,207,316 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 8,896 | 333,200 | SH | SOLE | 160,200 | 173,000 | 0 | ||
| Wells Fargo & Co (WFC) | COMMON | 949746101 | 66,868 | 1,229,200 | SH | SOLE | 166,000 | 1,063,200 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 500,647 | 2,477,714 | SH | SOLE | 579,600 | 1,898,114 | 0 | ||