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 | 487 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 61,606 | 1,694,347 | SH | SOLE | 424,558 | 1,269,789 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 298 | 6,840 | SH | SOLE | 6,270 | 570 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 442,116 | 2,839,900 | SH | SOLE | 448,150 | 2,391,750 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 674,813 | 11,354,747 | SH | SOLE | 2,498,422 | 8,856,325 | 0 | ||
| Calatlantic Group (CAA) | COMMON | 128195104 | 72,734 | 2,138,620 | SH | SOLE | 759,237 | 1,379,383 | 0 | ||
| Canam Group, Inc. (CNMGF) | COMMON | 13710C107 | 1,344 | 204,100 | SH | SOLE | 30,700 | 173,400 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 202,236 | 7,399,792 | SH | SOLE | 1,077,608 | 6,322,184 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 583,738 | 35,550,421 | SH | SOLE | 7,237,550 | 28,312,871 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 567,816 | 3,049,497 | SH | SOLE | 650,059 | 2,399,438 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 895,622 | 3,740,329 | SH | SOLE | 1,024,708 | 2,715,621 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 651,657 | 7,551,944 | SH | SOLE | 1,358,285 | 6,193,659 | 0 | ||
| Lennar Corporation (LEN) | COMMON | 526057104 | 231,565 | 5,394,007 | SH | SOLE | 647,000 | 4,747,007 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 517,134 | 7,271,286 | SH | SOLE | 1,088,380 | 6,182,906 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 8,929 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 142,169 | 2,757,349 | SH | SOLE | 119,689 | 2,637,660 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 105,102 | 5,718,265 | SH | SOLE | 560,850 | 5,157,415 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 7,786 | 66,441 | SH | SOLE | 66,441 | 0 | 0 | ||
| Sterling Construction Company (STRL) | COMMON | 859241101 | 716 | 84,623 | SH | SOLE | 15,714 | 68,909 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 120,922 | 3,900,701 | SH | SOLE | 943,531 | 2,957,170 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 59,212 | 5,157,807 | SH | SOLE | 810,200 | 4,347,607 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 211 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 95,075 | 3,292,065 | SH | SOLE | 276,494 | 3,015,571 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 485,074 | 2,668,615 | SH | SOLE | 694,746 | 1,973,869 | 0 | ||