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 | 504 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 55,890 | 1,879,907 | SH | SOLE | 493,591 | 1,386,316 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 520,732 | 34,485,579 | SH | SOLE | 6,720,600 | 27,764,979 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 227,686 | 1,728,295 | SH | SOLE | 254,950 | 1,473,345 | 0 | ||
| Citigroup [C] | COMMON | 172967424 | 532,278 | 11,269,908 | SH | SOLE | 2,408,427 | 8,861,481 | 0 | ||
| Calatlantic Group (CAA) | COMMON | 128195104 | 41,062 | 1,227,921 | SH | SOLE | 91,250 | 1,136,671 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 204,742 | 6,779,531 | SH | SOLE | 751,350 | 6,028,181 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 787,378 | 4,507,547 | SH | SOLE | 1,034,217 | 3,473,330 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 604,083 | 3,745,784 | SH | SOLE | 1,000,338 | 2,745,446 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 518,647 | 7,788,657 | SH | SOLE | 1,358,225 | 6,430,432 | 0 | ||
| Lennar Corporation (LEN) | COMMON | 526057104 | 214,200 | 5,059,049 | SH | SOLE | 636,500 | 4,422,549 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 550,362 | 7,621,686 | SH | SOLE | 1,114,000 | 6,507,686 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 172,453 | 3,230,057 | SH | SOLE | 320,875 | 2,909,182 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 8,028 | 66,441 | SH | SOLE | 66,441 | 0 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 111,259 | 5,551,865 | SH | SOLE | 552,750 | 4,999,115 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 241 | 6,840 | SH | SOLE | 5,170 | 1,670 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 8,812 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Sterling Construction Compnay (STRL) | COMMON | 859241101 | 655 | 84,623 | SH | SOLE | 0 | 84,623 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 100,081 | 3,351,661 | SH | SOLE | 677,431 | 2,674,230 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 67,980 | 5,157,807 | SH | SOLE | 797,500 | 4,360,307 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 91,870 | 3,553,971 | SH | SOLE | 322,700 | 3,231,271 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 424,014 | 2,614,785 | SH | SOLE | 654,250 | 1,960,535 | 0 | ||