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 | 716 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 58,531 | 1,642,749 | SH | SOLE | 431,800 | 1,210,949 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 113,654 | 1,901,848 | SH | SOLE | 510,097 | 1,391,751 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 425 | 7,170 | SH | SOLE | 5,170 | 2,000 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 813,415 | 12,050,590 | SH | SOLE | 3,033,200 | 9,017,390 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 357,924 | 8,164,329 | SH | SOLE | 1,306,508 | 6,857,821 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 806,456 | 27,963,124 | SH | SOLE | 5,262,000 | 22,701,124 | 0 | ||
| Ford Motor Co (F) | COMMON | 345370860 | 161,862 | 14,608,503 | SH | SOLE | 3,414,876 | 11,193,627 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 697,403 | 2,904,515 | SH | SOLE | 622,739 | 2,281,776 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 148,503 | 4,086,500 | SH | SOLE | 988,700 | 3,097,800 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 902,553 | 3,583,552 | SH | SOLE | 867,340 | 2,716,212 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 733,502 | 6,670,020 | SH | SOLE | 1,044,210 | 5,625,810 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 512,232 | 8,690,739 | SH | SOLE | 1,914,663 | 6,776,076 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 27,361 | 573,727 | SH | SOLE | 348,462 | 225,265 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 10,976 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 192,360 | 6,522,895 | SH | SOLE | 974,310 | 5,548,585 | 0 | ||
| Quanta Services Inc (PWR) | COMMON | 74762E102 | 43,305 | 1,260,700 | SH | SOLE | 527,500 | 733,200 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 3,240 | 22,451 | SH | SOLE | 22,451 | 0 | 0 | ||
| Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 67,550 | 2,901,638 | SH | SOLE | 1,099,565 | 1,802,073 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 175,046 | 4,047,305 | SH | SOLE | 1,004,166 | 3,043,139 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 84,565 | 5,146,999 | SH | SOLE | 854,400 | 4,292,599 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 273 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 443,565 | 2,897,032 | SH | SOLE | 846,076 | 2,050,956 | 0 | ||