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 | 437 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Airgas, Inc. (ARG) | COMMON | 009363102 | 138,050 | 1,198,560 | SH | SOLE | 151,450 | 1,047,110 | 0 | ||
| Air Products & Chemicals (APD) | COMMON | 009158106 | 405 | 2,810 | SH | SOLE | 660 | 2,150 | 0 | ||
| American Independence Corp (AMIC) | COMMON | 026760405 | 1,026 | 99,992 | SH | SOLE | 0 | 99,992 | 0 | ||
| Baker Hughes Inc. (BHI) | COMMON | 057224107 | 9,602 | 171,248 | SH | SOLE | 141,765 | 29,483 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 168,588 | 1,297,031 | SH | SOLE | 64,735 | 1,232,296 | 0 | ||
| Citigroup [C] | COMMON | 172967424 | 222,427 | 4,110,649 | SH | SOLE | 486,556 | 3,624,093 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 51,445 | 2,034,200 | SH | SOLE | 95,000 | 1,939,200 | 0 | ||
| Devon Energy Corp (DVN) | COMMON | 25179M103 | 142,341 | 2,325,448 | SH | SOLE | 357,918 | 1,967,530 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 790,905 | 4,554,329 | SH | SOLE | 1,220,744 | 3,333,585 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 547,166 | 2,822,918 | SH | SOLE | 523,790 | 2,299,128 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 464,580 | 7,423,775 | SH | SOLE | 1,498,610 | 5,925,165 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 774,112 | 11,251,633 | SH | SOLE | 2,132,055 | 9,119,578 | 0 | ||
| Masco Corp (MAS) | COMMON | 574599106 | 60,636 | 2,406,200 | SH | SOLE | 282,500 | 2,123,700 | 0 | ||
| Microsoft | COMMON | 594918104 | 333 | 7,170 | SH | SOLE | 2,030 | 5,140 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 107,330 | 2,997,214 | SH | SOLE | 223,564 | 2,773,650 | 0 | ||
| Pall Corporation (PLL) | COMMON | 696429307 | 354 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 174,159 | 1,344,236 | SH | SOLE | 112,411 | 1,231,825 | 0 | ||
| Schlumberger Ltd (SLB) | COMMON | 806857108 | 356,928 | 4,178,993 | SH | SOLE | 636,100 | 3,542,893 | 0 | ||
| Superior Energy Services Inc. (SPN) | COMMON | 868157108 | 90,540 | 4,493,283 | SH | SOLE | 2,205,780 | 2,287,503 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 248 | 6,940 | SH | SOLE | 6,270 | 670 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 364,224 | 2,216,554 | SH | SOLE | 281,535 | 1,935,019 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 242 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| United Parcel Service (UPS) | COMMON | 911312106 | 576,220 | 5,183,231 | SH | SOLE | 910,718 | 4,272,513 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 11,286 | 403,200 | SH | SOLE | 230,200 | 173,000 | 0 | ||
| Wells Fargo & Co (WFC) | COMMON | 949746101 | 24,971 | 455,500 | SH | SOLE | 85,000 | 370,500 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 477,374 | 2,463,994 | SH | SOLE | 590,776 | 1,873,218 | 0 | ||