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 | 566 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 59,451 | 1,670,447 | SH | SOLE | 414,158 | 1,256,289 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 244 | 6,270 | SH | SOLE | 6,270 | 0 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 500,496 | 2,829,899 | SH | SOLE | 448,150 | 2,381,749 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 681,093 | 11,385,712 | SH | SOLE | 2,537,684 | 8,848,028 | 0 | ||
| Calatlantic Group (CAA) | COMMON | 128195104 | 95,810 | 2,558,333 | SH | SOLE | 925,200 | 1,633,133 | 0 | ||
| Canam Group, Inc. (CNMGF) | COMMON | 13710C107 | 1,116 | 225,100 | SH | SOLE | 30,700 | 194,400 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 254,475 | 7,639,606 | SH | SOLE | 1,130,108 | 6,509,498 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 684,196 | 35,908,268 | SH | SOLE | 7,501,548 | 28,406,720 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 593,008 | 3,038,728 | SH | SOLE | 650,059 | 2,388,669 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 850,443 | 3,702,087 | SH | SOLE | 1,009,680 | 2,692,407 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 643,273 | 7,323,232 | SH | SOLE | 1,300,646 | 6,022,586 | 0 | ||
| Lennar Corporation (LEN) | COMMON | 526057104 | 275,111 | 5,374,316 | SH | SOLE | 657,000 | 4,717,316 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 592,426 | 7,206,251 | SH | SOLE | 1,092,172 | 6,114,079 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 9,567 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 147,034 | 2,395,861 | SH | SOLE | 97,189 | 2,298,672 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 135,419 | 5,750,265 | SH | SOLE | 566,878 | 5,183,387 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 7,880 | 66,441 | SH | SOLE | 66,441 | 0 | 0 | ||
| Sterling Construction Compnay (STRL) | COMMON | 859241101 | 783 | 84,623 | SH | SOLE | 15,714 | 68,909 | 0 | ||
| Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 2,723 | 127,700 | SH | SOLE | 0 | 127,700 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 146,004 | 4,043,304 | SH | SOLE | 946,631 | 3,096,673 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 64,952 | 5,179,606 | SH | SOLE | 845,200 | 4,334,406 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 215 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 86,914 | 2,733,135 | SH | SOLE | 106,494 | 2,626,641 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 465,995 | 2,719,870 | SH | SOLE | 711,846 | 2,008,024 | 0 | ||